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Showing 331 - 340 of 1389 results for Alex Dunnin

Strong returns help UniSuper stave off benefit review

ALEX DUNNIN  |  WEDNESDAY, 6 MAR 2013
Recovering capital markets boosting UniSuper's investment returns have helped to lift the solvency funding ratios of the fund's defined benefit division - enough for the trustee to defer a decision on reviewing member benefits. While the trustee is ...

Lost super deadline closes in

ALEX DUNNIN  |  TUESDAY, 5 MAR 2013
The Australian Taxation Office is reminding superannuation funds they have less than three months before the 31 May deadline to transfer certain lost super accounts to the Australian Taxation Office. Lost super under the requirements are defined as ...

SEC consults direct to the public

ALEX DUNNIN  |  TUESDAY, 5 MAR 2013
The Securities and Exchange Commission in the US is appealing directly to the public in a review of whether to make new rules about regulatory obligations for broker-dealers and retail investment advisers. The initiative stands in contrast to Australian ...

Fee for service mortgage broking for $3500

ALEX DUNNIN  |  MONDAY, 4 MAR 2013
Mortgage broker Independent Mortgage Planners has launched a $3,500 flat-fee brokerage service for home buyers and property investors. IMP is an independent online broking service based in the Hunter Valley in NSW. A statement issued by Craig Morgan ...

AFA makes board and exec changes

ALEX DUNNIN  |  MONDAY, 4 MAR 2013
The Association of Financial Advisers has made a number of changes to its board and senior executive following a recent meeting. Brad Fox, recently appointed as AFA chief executive, has resigned from the position of AFA Treasurer to take up the role ...

New approved audit forms now available

ALEX DUNNIN  |  FRIDAY, 1 MAR 2013
APRA has released the Approved Audit Report Form for superannuation funds with reporting periods commencing on or after 1 July 2012. The regulator noted that the form has been revised to accommodate some strategic changes. These include removal of Part ...

Funds delivering 12.5% for past 12 months

ALEX DUNNIN  |  FRIDAY, 1 MAR 2013
Super fund returns continued their recovery during January 2013 as the SelectingSuper Workplace default option index climbed again to now be on a 34-month high of 12.5%. This is a 12 percentage point jump in seven months. As in June last year, returns ...

Austpac launches mortgage income fund

ALEX DUNNIN  |  THURSDAY, 28 FEB 2013
Austpac Group has launched a mortgage income fund where investors can choose the loan to which they wish to be exposed. Austpac Group is a diversified, privately-owned, property-based management group that was founded in 2009 by Bill Boerkamp in association ...

Two-thirds US clients don't understand fees

ALEX DUNNIN  |  WEDNESDAY, 27 FEB 2013
Two-thirds of US wealth management clients don't know how their financial product providers are paid, according to new research from Boston-based Cerulli Associates. The research shows how Australia is not the only nation debating investment, pension ...

HESTA MySuper option gains approval

ALEX DUNNIN  |  TUESDAY, 26 FEB 2013
HESTA is the latest fund to be granted approval by the regulator APRA to offer a MySuper product. The option will be centred around the highly successful HESTA Core Pool, an investment choice that already has a long established performance track record ...