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Showing 3501 - 3510 of 4390 results for "financial Advice"

AFA moves into broadcast to promote advice vision

LAURA MILLAN  |  WEDNESDAY, 5 JUN 2013
... (AFA) is in the initial stages of a new broasdcast strategy to raise awareness about the importance of receiving financial advice. The AFA chief executive Brad Fox told Financial Standard that the organisation is working on producing a program to tell ...

Regulation remains unclear a month out from FoFA

LAURA MILLAN  |  TUESDAY, 4 JUN 2013
The Future of Financial Advice (FoFA) regulation still has some loose ends less than a month ahead of its start, on July 1, 2013. The Financial Planning Association (FPA) general manager of Policy and Conduct Dante De Gori said that the organisation ...

Greens hold the key to TASA in Senate

LAURA MILLAN  |  TUESDAY, 4 JUN 2013
... give tax advice will have to become registered tax agents and register with the Tax Practitioners Board (TPB). Financial advice firms have been exempted from the taxation agent services regime for the last two years and the exemption was due to end on ...

FPA, AFA to lobby MPs for TASA delay

LAURA MILLAN  |  MONDAY, 3 JUN 2013
The main financial advice associations will lobby members of Parliament today to delay the approval of tax amendments to the Tax Agents Services Act (TASA), amendments they believe will negatively affect financial advisers. The bill is scheduled to ...

TASA now likely to include advisers by July 2013

LAURA MILLAN  |  THURSDAY, 30 MAY 2013
... the Tax Practitioners Board (TPB), according to the Australian Securities and Investments Commission (ASIC). Financial advice firms are currently exempted from the taxation agent services regime and the exemption is due to end on June 30, 2013. On February ...

Midwinter puts planning software into the cloud

LAURA MILLAN  |  WEDNESDAY, 29 MAY 2013
... (AdviceOS), software that planners can access from the cloud. The software is fully compliant with Future of Financial Advice (FoFA) regulations and includes client engagement tools that allow advisers to share files with their clients. Clients can also ...

Adviser "enshrinement" bill passes through lower house

ALICE URIBE  |  WEDNESDAY, 29 MAY 2013
... chief executive Brad Fox said. "The AFA continues to believe that the legislation is good for both consumers of financial advice services and for the financial advisers who provide those services." The Association of Financial Planning of Australia (FPA) ...

Planning software not ready for FoFA opt-in hurdle

MARK SMITH  |  MONDAY, 27 MAY 2013
... 70 licensees a number of questions aimed at gauging the planning industry's readiness for after the Future of Financial Advice (FoFA) deadline on 1 July. It revealed that 35% of planners don't think their software will support their opt-in obligations ...

Sunsuper creates product management roles

LAURA MILLAN  |  FRIDAY, 24 MAY 2013
... products. Patrick White will lead the advice and retirement solutions products team, after leading the Fund's financial advice team for the past three years. White has more than 14 years' experience across a range of leadership, management and senior ...

Retirees could benefit from a vibrant annuities market

JAMES FERNYHOUGH  |  FRIDAY, 24 MAY 2013
... proposals are not "giving sufficient guidance on the uncertainties involved," Asher said. While insufficient financial advice figured highly in Asher's talk, he identified the primary obstacles to creating a "vibrant annuity market" as regulatory. Referring ...

Editor's Choice

Mercer Super chief executive steps down

RIDDHIMA TALWANI
Mercer Super chief executive Claire Ross is departing after almost 17 years in senior leadership roles at the retail super fund.

AusFood Super looks to revitalise member engagement

MATTHEW WAI
The $3.5 billion super fund has partnered with InvestStream to launch RetireSmart+, becoming the first super fund to bring an AI-powered engagement experience to some 66,000 members.

L1 Group posts 'marked recovery' in June quarter

RIDDHIMA TALWANI
L1 Group has reported a marked recovery in investment performance in the June quarter.

European PE firm mandates Apostle with Australian distribution

RIDDHIMA TALWANI
Apostle Fund Management has been appointed by European investment firm Triton Partners for the distribution of its credit strategies in Australia and New Zealand.

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