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Showing 3891 - 3900 of 5855 results for "Profession"

Consumers safe under FoFA changes: former judge

MARK SMITH  |  WEDNESDAY, 19 FEB 2014
The best interests of consumers are not under threat from the Government's proposed changes to the Future of Financial Advice Reforms (FoFA), according to SMSF Professionals' Association of Australia (SPAA) patron Sir Anthony Mason. In his opening address ...

Praemium launches SMSF functionality

STAFF WRITER  |  TUESDAY, 18 FEB 2014
Praemium is set to launch its self-managed superannuation fund (SMSF) functionality after beginning a beta trial in mid-2013. The product will allow SMSF administrators to undertake fund compliance tasks, including tax lodgement, from with Praemium's ...

SPAA appoints COO with Olympic experience

MARK SMITH  |  MONDAY, 17 FEB 2014
The SMSF Professionals' Association of Australia (SPAA) has appointed Jacqui Murdoch as its chief operating officer (COO) effective immediately. Murdoch established a management consultant company in 2006 that has won global contracts with the London ...

Certified financial planners report higher profitability

LAURA MILLAN  |  FRIDAY, 14 FEB 2014
A global survey commended by owner of the international Certified Financial Planner (CFP) certification program found that CFPs report higher profitability and client satisfaction. In Australia, 64% of firms believe that advisers with CFP certification ...

Rubik partners with Stargate on integration interface

JAMES FERNYHOUGH  |  FRIDAY, 14 FEB 2014
Rubik Financial Limited has launched an interface integrating its wealth planning software COIN with Stargate Technologies'A loan management tool, SymmetryCRM. Rubik said this would allow financial planners using COIN and brokers using Symmetry to push ...

SPAA urges concessional cap rethink

MARK SMITH  |  FRIDAY, 14 FEB 2014
The SMSF Professionals Association of Australia (SPAA) has called for a higher concessional cap and the accurate costing of superannuation taxation concessions in its submission to the federal government's May budget. SPAA also wants the government ...

Federation added to Australian Unity platform

HARRY PAGE  |  FRIDAY, 14 FEB 2014
Federation Managed Accounts (Federation) have been added to the Australian Unity Personal Financial Services' (AU PFS) approved platform list. AU PFS chief executive officer Steve Davis said the operational structure of the platform coupled with the ...

Two 'recommendations' awarded to Carnegie Trust

HARRY PAGE  |  FRIDAY, 14 FEB 2014
Lonsec and Zenith have given 'Recommended' ratings to the Carnegie WorldWide Equity Trust in the research houses' first review of the Trust. With the aim to provide access to Carnegie Asset Management's global equity strategy to Australian wholesale ...

ACSA announces 2014 custody awards

JAMES FERNYHOUGH  |  THURSDAY, 13 FEB 2014
The Australian Custodial Services Association (ACSA) has announced four winners of the 2014 ACSA Awards. The winners were J.P. Morgan's Marian Azer, State Street's Daniel Cheever, NAB's Darryll Rogers and OneVue's Paul Talbot. The awards recognised ...

Member direct investment at "high water mark": AIST

JAMES FERNYHOUGH  |  THURSDAY, 13 FEB 2014
Superannuation funds offering member direct investment (MDI) options must design them to be in the best interest of their members, according to David Haynes, executive manager, policy and research at the Australian Institute of Superannuation Trustees. ...