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Showing 421 - 430 of 1907 results for Laura Millan

Adviser reputation hits all-time low

LAURA MILLAN  |  WEDNESDAY, 29 APR 2015
The public image of the financial advice profession is at a historic low, according to the latest Roy Morgan Image of Professions Survey 2015. When asked to rate financial advisers for their honesty and ethical standards, respondents gave advisers a ...

Super lump sum myth debunked

LAURA MILLAN  |  WEDNESDAY, 29 APR 2015
Only 16.7% of superannuation assets are withdrawn as a lump sum when members hit retirement, recent analysis from Rice Warner shows. The actuarial firm analysed information from more than 10 million member records representing over $55 billion in assets ...

Industry meets behind closed doors to fix advice

LAURA MILLAN  |  WEDNESDAY, 29 APR 2015
Assistant Treasurer Josh Frydenberg and over 20 industry and consumer bodies met on April 29th to reach a consensus on lifting professional, ethical and education standards for financial advisers. The roundtable is the first of three and will focus ...

MTAA launches transition to retirement investment option

LAURA MILLAN  |  TUESDAY, 28 APR 2015
MTAA Super has launched an investment option targeted at investors who are close to or transitioning to retirement, but want to retain some exposure to growth assets. The Income Focussed Option includes a 40% allocation to equities, 22.5% invested in ...

Sunsuper appoints institutional, sales execs

LAURA MILLAN  |  TUESDAY, 28 APR 2015
Sunsuper has appointed a national manager for its institutional business and a national manager of corporate sales to expand the business in both areas. David Woodall has been appointed national manager of institutional and will be in charge of increasing ...

NGS Super tool can help members move to SMSF

LAURA MILLAN  |  TUESDAY, 28 APR 2015
NGS Super has developed a tool to help members consider whether they should set up a self-managed super fund (SMSF). The SMSF Profiler was developed as a response to the "significant volume of information in the marketplace on SMSFs which is often biased ...

Future Fund ranks worst in managing climate risk

LAURA MILLAN  |  MONDAY, 27 APR 2015
The Future Fund ranked worst in managing climate change risk, along with three other top superannuation funds in Australia, an Asset Owners Disclosure Project (AODP) global survey revealed. REST, Telstra Super, Super SA, Asgard and GESB also received ...

PIMCO sees opportunity in EU bonds

LAURA MILLAN  |  MONDAY, 27 APR 2015
Low bond yields in Europe could be a buying opportunity even if the situation in Greece adds volatility to the market, PIMCO chief investment officer of asset allocation and real return Mihir Worah said. Worah presented PIMCO's long term outlook and ...

EQT sets up WA estate planning service

LAURA MILLAN  |  MONDAY, 27 APR 2015
Equity Trustees (EQT) has set up an estate planning service in Western Australia and has appointed a Perth-based estate planning solicitor. Stephanie Smith is the first member of the EQT estate planning team in WA, but the organisation is looking to ...

New law to add clarity to business sales

LAURA MILLAN  |  FRIDAY, 24 APR 2015
Draft legislation released by the Federal Government is expected to end uncertainty around business sale transactions. The exposure draft would give effect to the Government's announcement on 14 December 2013 that this measure, originally announced ...