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Showing 381 - 390 of 581 results for "ProActive"

Shadow Treasurer slams governance bill

DARREN SNYDER  |  WEDNESDAY, 23 NOV 2016
... offering of insurance inside superannuation with the potential erosion of member's balances," O'Dwyer said. Welcoming the proactive nature of the working group, O'Dwyer said she hoped "these issues will be taken seriously and we will see practical recommendations ...

Super funds lagging on group insurance

ALEX BURKE  |  MONDAY, 14 NOV 2016
... insurance arrangements." She encouraged ASFA to "take these issues seriously and to consider how the industry can both take proactive steps to improve the current system and make practical recommendations to government on areas for regulatory reform ...

The best marketing is no marketing for advisers

MARK SMITH  |  TUESDAY, 11 OCT 2016
Few advisers have a proactive referral strategy but with a few easy steps they can improve their chances of being recommended, according to Scott Charlton, a business coach who specialises in helping accountants and financial planners. Addressing delegates ...

CBA partners to finance clean energy

JAMIE WILLIAMSON  |  FRIDAY, 7 OCT 2016
The Commonwealth Bank has partnered with the Clean Energy Finance Corporation (CEFC) to launch a new $100 million energy efficient equipment finance program to provide lower cost finance to Australian businesses and not-for-profits that meet certain ...

Advisers urged to meet challenges together

DARREN SNYDER  |  THURSDAY, 6 OCT 2016
... many opportunities and we have a lot to be proud of. But we also must accept the necessity to think differently - to be proactive and better prepared for the challenges, innovations and opportunities that continue to present," she said. "The AFA has ...

NowInfinity completes restructure

KERRIE SYDEE  |  THURSDAY, 29 SEP 2016
Cloud based SMSF documentation platform NowInfinity has completed a "proactive restructure" and partnered with a boutique venture capital firm. The restructure also saw the formal exit of co-founder and director of NowInfinity, Grant Abbott. Abbott ...

Super fund investment transparency can improve

DARREN SNYDER  |  FRIDAY, 23 SEP 2016
Superannuation fund disclosure is under a spotlight for the second time in as many weeks. This time the focus is centred on super funds' investment portfolios with a survey from activist group Market Forces showing 86% of Australians want to know where ...

Deloitte partner moves to Trustee Partners

DARREN SNYDER  |  FRIDAY, 9 SEP 2016
Former Deloitte partner and #FSPower50 member Stephen Huppert has joined the newly-formed Trustee Partners as head of innovation. Huppert joins a team of seasoned industry professionals including Trustee Partners' co-founder and managing director Phillip ...

Telstra Super appoints financial planning EGM

DARREN SNYDER  |  MONDAY, 29 AUG 2016
... including annuities and insurance outside of superannuation. It also launched an ongoing advice service which provides proactive assistance and review of a member's advice strategy "to ensure it remains relevant and appropriate as lifestyle and financial ...

CBA EGM becomes customer advocate chief

DARREN SNYDER  |  MONDAY, 15 AUG 2016
Commonwealth Bank executive general manager customer advocacy and remediation, Dr Brendan French, will head the bank's customer advocate arm. CBA said the role and customer advocacy function will strengthen the firm's accountability for fair customer ...