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Showing 291 - 300 of 589 results for "ACCR"

FPA professionalism plans garner adviser support

JAMIE WILLIAMSON  |  THURSDAY, 6 JUL 2017
Live polling conducted at the Financial Planning Association of Australia's National Roadshow demonstrates a strong margin of financial advisers support the association's proposals around the forthcoming education and professional standards legislation. ...

TAL intensifies mental health strategy

KARREN VERGARA  |  MONDAY, 3 JUL 2017
Life insurer TAL is expanding its mental health capabilities by creating a new executive role and partnering with an expert in the field. Glenn Baird has been appointed as head of mental health and will be responsible for driving TAL's mental health ...

Education key in combatting elder financial abuse

JAMIE WILLIAMSON  |  TUESDAY, 6 JUN 2017
Financial advice practices will be able to equip staff with greater knowledge and understanding around identifying and preventing elder financial abuse through a selection of new education and training materials. Protecting Seniors Wealth has launched ...

Super assets hit $2.3 trillion

KARREN VERGARA  |  THURSDAY, 25 MAY 2017
Superannuation assets including MySuper reported double-digit growth in the 12 months to March, according to quarterly figures from APRA. While total superannuation assets grew to $2.3 trillion, up 11.2% on the prior year, MySuper assets (part of the ...

BGL releases CGT capability for SMSFs

EMMA RAPAPORT  |  MONDAY, 22 MAY 2017
BGL Corporate Solutions, developer of SMSF administration and ASIC corporate compliance software solutions, is releasing the first stage of its 2016/17 Superannuation Reforms capability, giving clients the ability to process cost base resets under the ...

AAT upholds adviser appeal against ASIC

EMMA RAPAPORT  |  TUESDAY, 24 JAN 2017
The Administrative Appeals Tribunal upheld an appeal by Tony Davidof, a former Macquarie Equities accredited derivatives adviser, against the Australian Securities and Investments Commission. In 2015, ASIC banned Davidof from providing financial services ...

The race is on for offshore investments

ALEX BURKE  |  TUESDAY, 17 JAN 2017
The New Year will be crucial for simplifying regulation around offshore investment vehicles, according to Financial Services Council chief executive Sally Loane. Speaking to Financial Standard, Loane noted that corporate collective investment vehicles ...

Advice firm creates aged care subsidiary

JAMIE WILLIAMSON  |  FRIDAY, 13 JAN 2017
A Queensland financial advice practice is launching a subsidiary business assisting the elderly transition into aged care. Gold Coast-based Wealth Planning Partners has established Trusted Aged Care Services to provide a suite of services to families ...

La Trobe gains new ground on aged care

MICHELLE BALTAZAR  |  THURSDAY, 12 JAN 2017
Lending specialist La Trobe Financial gets a headstart in the aged care sector with a new product that has attracted more than $30 million since launch. A year ago, La Trobe launched a new retirement lending product unseen in the Australian market. ...

Class partners for improved SMSF compliance

JAMIE WILLIAMSON  |  TUESDAY, 20 DEC 2016
Class will deliver a new legal, pension and compliance document service to users via integration with an SMSF solution provider. The document service, provided by The SMSF Academy, is available to Class users through a tiered membership, offering streamlined ...