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Showing 481 - 490 of 589 results for "ACCR"

The ABC of trustee duty

RUTH LIEW  |  FRIDAY, 27 MAR 2009
A key industry body for superannuation funds, ASFA, has introduced a new education course for super fund trustees looking to improve the governance of their investment process. The Association of Superannuation Funds of Australia has teamed up with ...

Less tax on financial advice

MICHAEL HOBBS  |  WEDNESDAY, 25 MAR 2009
If the cost of financial advice was to be made tax-deductible, it should be means tested to ensure the right people receive the most benefit. Chris Pearce, shadow minister for financial services, superannuation and corporate law, told an Association ...

Acacia separates from Linear

MICHAEL HOBBS  |  TUESDAY, 17 MAR 2009
Acacia Private Wealth has cut its licensing ties with Linear Financial Services to maintain its independent boutique structure. According to Elsa Cocco, Acacia Wealth adviser operations manager, said Acacia Private Wealth had gained its own license ...

Applications open for FEAL CIMA Scholarship

The Fund Executives Association Ltd (FEAL) is now accepting applications to this year's Certified Investment Management Analyst (CIMA) Scholarship. Applications for the $6,000 grant close on April 15. The scholarship will provide two fund executives ...

ATO launches auditor software

MICHAEL HOBBS  |  THURSDAY, 27 NOV 2008
The Australian Tax Office (ATO) is giving self managed super fund (SMSF) auditors a helping hand with eSAT, a electronic superannuation compliance audit tool. The audit tool provides a reference feature, relevant case studies and a list of questions ...

St.George chief resigns

RUTH LIEW  |  MONDAY, 17 NOV 2008
Paul Fegan, chief executive and managing director of St. George Bank, has announced his resignation. "Given that St.George shareholders have overwhelmingly endorsed the [Westpac/St.George] merger, it's now appropriate to make my decision about the future," ...

SMSF industry needs official auditors: SPAA

MICHAEL HOBBS  |  MONDAY, 3 NOV 2008
Growing scrutiny on the self managed super fund (SMSF) industry highlights the importance of an accredited SMSF auditors, according to the SMSF Professionals' Association of Australia (SPAA). Chris Pearce, shadow minister for financial services, superannuation ...

BT toolkit targets three gens

RUTH LIEW  |  WEDNESDAY, 10 SEP 2008
BT Financial Group is taking a three-pronged approach to help their financial advisers garner business from Gen X, Y, and baby boomer clients. BT yesterday launched the BT Generation Series - three educational toolkits available to its wrap advisers ...

Comm Bank expands FP Vic office

MICHAEL HOBBS  |  WEDNESDAY, 3 SEP 2008
The Commonwealth Bank appointed Christian Strahlhofer and Komal Soni as relationship manager and account manager for corporate financial services, respectively in its financial planning division. Prior to this role, Strahlhofer worked in corporate banking ...

Finance recruiters keen for more

RUTH LIEW  |  TUESDAY, 19 AUG 2008
Australia's financial services industry is hungry for new blood - spurring some of the biggest names in the industry to embark on a serious recruitment hunt via Kaplan Professional's Financial Services Careers Week. Kaplan officially unveilled its Careers ...