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| | | Accountants will need an Australian financial services licence if they want to continue providing advice on establishing and winding up self-managed super funds after 1 July 2016. According to SMSF Association head of education services Liz Ward, some ... |
| | | | IOOF has seen a record $1.7 billion in net fund inflows to its flagship platforms in the 12 months to 30 June, up 19% on last year. Underlying net profit after tax (NPAT) was also up strongly on last year, rising 41% to $174 million. Statutory NPAT ... |
| | | | An industry superannuation fund has set up a nationwide network of advisers accredited under the Financial Planning Association (FPA) Professional Practice program. UniSuper is the first not-for-profit fund to have all of its advice offices accredited ... |
| | | | OneVue has almost doubled its revenue in the last year, helping to reduce its net loss from $5.23 million in 2014 to $220,000 in the year to 30 June 2015. Total revenue of $25.42 million for the reporting period represents an increase of 92% from $13.21 ... |
| | | | The Financial Planning Association of Australia (FPA) has opened its 2015 awards to submissions. In addition to the FPA Certified Financial Planner Professional of the Year, FPA Financial Planner AFP of the Year, and Future2 Community Service awards ... |
| | | | The SMSF Association has launched an accreditation program for financial services workers willing to know the basics of self-managed super funds (SMSFs). The SMSF Practitioner (SSP) program is a practical, foundation-based SMSF designation aimed at ... |
| | | | Registrations for the Financial Standard's NSW Advisers Big Day Out Investment Manager Roadshow are closing soon. The country's leading fund managers, including Altair Asset Management, Auscap Asset Management, Insync Funds Management, La Trobe Financial ... |
| | | | The New Zealand Institute of Chartered Accountants was unused to competition and made a "clumsy response" to new rival CPA Australia, a court has heard. In the High Court at Wellington on Tuesday, Bruce Gray QC defended NZICA's marketing campaign and ... |
| | | | Macquarie Wrap adding the AllianceBernstein Managed Volatility Equities Fund is further evidence Australians nearing retirement are demanding investment products with more certainty while still participating in growth. The fund, which most recently ... |
| | | | TAL's ongoing education initiative, the Risk Academy, is receiving high volumes of adviser applications. The Risk Academy offers three courses, accredited by the Association of Financial Advisers (AFA): Essential, Advice and Masters. Collectively, they ... |
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