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Showing 3831 - 3840 of 6884 results for "Act2"

Former FPA chair joins Tax Practitioners Board

DARREN SNYDER  |  FRIDAY, 11 DEC 2015
The Financial Planning Association of Australia (FPA) has welcomed the appointment of a financial adviser to the Tax Practitioners Board (TPB) after long advocating for the position. Former FPA chair Julie Berry is one of five new board appointments ...

Retail funds risk member exodus

LAURA MILLAN  |  THURSDAY, 10 DEC 2015
More than 20% of retail superannuation fund members are thinking about leaving within the next five years, CoreData research found. Members likely or very likely to move to another fund regulated by the Australian Prudential Regulation Authority (APRA) ...

IOOF division launches philanthropy services

LAURA MILLAN  |  THURSDAY, 10 DEC 2015
Australian Executor Trustees (AET), a division of IOOF, has launched a number of philanthropy solutions that will allow advisers access to structures that will benefit their clients. The firm has also assisted Queensland University of Technology (QUT) ...

Most global equities managers outperformed in 2015

LAURA MILLAN  |  TUESDAY, 8 DEC 2015
A majority of actively managed global equity funds outperformed the MSCI World Index for the year ending 30 September 2015, Zenith Investment Partners research shows. A total of 55% of funds on Zenith's Approved List outperformed the benchmark, which ...

Accountants slow to take up limited AFSL

ALEX BURKE  |  THURSDAY, 3 DEC 2015
Accountants have been slow to apply for the additional licensing conditions required to continue advising on self-managed super funds in 2016, according to Perpetual Private. Perpetual research found that 72% have yet to start their licence application ...

Third SMSF auditor banned

DARREN SNYDER  |  THURSDAY, 3 DEC 2015
The Australian Securities and Investments Commission (ASIC) has continued its crackdown on self-managed superannuation fund (SMSF) auditors, disqualifying a third person in as many days. James Dermody of New South Wales is disqualified from being an ...

Seniors react to Commission's retirement housing idea

DARREN SNYDER  |  WEDNESDAY, 2 DEC 2015
The Combined Pensioners and Superannuants Association (CPSA) has called on the federal government to create a policy that achieves housing security for all rather than acting on recommendations calling for retirees to sell down the family home. CPSA ...

Aged care, gold opportunity for advisers

LAURA MILLAN  |  FRIDAY, 27 NOV 2015
More than half of the people who need to deal with aged care management find it either "somewhat" or "very difficult," an attitude that creates a gold opportunity for advisers to help their clients. The Association of Superannuation Funds of Australia ...

Suncorp to drop aligned advice businesses

ALEX BURKE  |  WEDNESDAY, 25 NOV 2015
Suncorp Life has announced it will transition out of managing Guardian Advice and Suncorp Financial Planning. The process will take place over the next six months, and the decision was made, according to the company's statement, "in order to simplify ...

Super lifetime cap could increase budget costs: Budget Office

LAURA MILLAN  |  MONDAY, 23 NOV 2015
Placing a lifetime cap on voluntary superannuation contributions could actually end up costing more money to the budget, a report by the Parliamentary Budget Office (PBO) commissioned by the Greens found. The Greens commissioned the report in light ...