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Showing 4261 - 4270 of 4761 results for "July 2011"

Super choice Budget boost

ALEX DUNNIN  |  WEDNESDAY, 9 MAY 2007
Wealth managers usually complain that Governments change the rules too often and how they should leave the industry alone for a while, and yet after last night's Budget they are complaining there weren't enough changes. Given the industry is still digesting ...

Fin Synergy upgrades Acurity ahead of D-day

Financial Synergy has released a Simpler Super-friendly version of its flagship administration platform Acurity ahead of the superannuation reforms due to take effect 1 July. "Acurity 7.1 will allow Acurity clients to become fully compliant and up-to-date ...

Party like it's 1983

Australian workers who took out super before 1983 have two months to consolidate their pre-1983 super accounts and save tens of thousands of dollars, according to a self managed super fund expert. Martin Murden, a director at Partners' Superannuation ...

BT to collect TFNs online

HAMISH MADDEN  |  FRIDAY, 27 APR 2007
BT Financial Solutions is making it easier for customers to provide tax file numbers (TFN) in the lead up to the 1 July super changes by launching an online TFN updating tool. As part of the raft of changes to superannuation to come into effect 1 July  ...

Simpler super needs complex planning

ALEX DUNNIN  |  THURSDAY, 19 APR 2007
Planners looking to help their clients make the most out of the Simpler Super reforms flowing from last year's Federal Budget had better get busy or they might miss the opportunities. Kate Anderson, head of technical services at Mariner Financial services ...

IFSA toughens up conflicts and ethics standards

CHRIS NICHOLLS  |  THURSDAY, 5 APR 2007
The Investment and Financial Services Association (IFSA) has released a revised code of ethics and conduct, with a strong focus on conflict of interest, transparency and training of staff. Conflict of interest guidelines in particular are spelled out ...

Adviser confidence way up: ING

CHRIS NICHOLLS  |  THURSDAY, 5 APR 2007
Adviser confidence has rocketed in the past year, according to an ING survey, with double the number of advisers bullish about growth prospects in the year ahead compared the the last year. Around 75 per cent of the 800 advisers surveyed during the ...

Bad will hunting

An estate planning expert has warned that the simpler super legislation effective July this year magnifies a number of estate planning traps and urged those aged 50 or over to review their will and adjust it according to the new super rules. Trust's ...

Praemium expands SMA reach into UK with Capita

ALEX DUNNIN  |  THURSDAY, 22 MAR 2007
Managed accounts technology provider Praemium, through its UK subsidiary, has signed a deal with Capita to offer separately managed accounts (SMAs) to UK independent financial advisers, wealth managers and financial institutions. SMAs are like super ...

Going nuts over macadamias

It might sound nutty to some investors but one company is offering a managed investment scheme (MIS) that hopes to crack into the global demand for macadamias. Also known as the Queensland nut or 'kindal kindal' in aboriginal, macadamia is the only ...