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STAFF WRITER  |  MONDAY, 17 NOV 2014
In the latest edition of Financial Standard we look at the latest in the active versus passive debate as a trend towards investment in index strategies takes hold. Mark Smith considers whether the jig is up for active fund managers in this issue's feature. ...

ASIC to watch CBA advisers closely

LAURA MILLAN  |  FRIDAY, 14 NOV 2014
... have their assessment reviewed, and the opportunity to seek independent advice via a qualified adviser (i.e. a lawyer, accountant or licensed financial adviser), with fees up to $5,000 being met by CBA. They will also be eligible to participate in the ...

Liam Shorte named FS Smileys Scholar of the Year

ALICE URIBE  |  FRIDAY, 14 NOV 2014
Verante Financial Planning director Liam Shorte has won this year's Financial Standard Social Media Influence, Leadership + Excellence (SMILEYS) Scholarship. The FS Smileys Scholarship, proudly supported by Financial Standard's scholarship partner ...

NAB appoints private wealth manager

MARK SMITH  |  FRIDAY, 14 NOV 2014
... markets at Bank of America Merrill Lynch (Australia), where he sat on the executive committee. A qualified chartered accountant, Murray was also head of debt capital markets at Citibank and held various roles with JP Morgan in Sydney, London and New ...

New Fortnum advice business targeting accountants

MARK SMITH  |  WEDNESDAY, 12 NOV 2014
... services licence (AFSL) in 2015 as the accountants' exemption draws nearer. The new subsidiary is headed by chartered accountant and business coach Scott Charlton who is also head of strategic development at Fortnum Private Wealth. Before joining Fortnum ...

IRESS and Class Super partner to target SMSF accountants

LAURA MILLAN  |  FRIDAY, 7 NOV 2014
... financial position and capital gains. Full transactional details can be pushed from XPLAN to Class Super for a client's accountant to maintain current information for the SMSF. "We are increasingly seeing accountants and wealth managers operating together ...

Sophisticated investor register launched

MARK SMITH  |  THURSDAY, 6 NOV 2014
... sophisticated Investor Certificates online. When an investor registers with Cygura they are asked to provide their accountant's details. Cygura then contacts the accountant with a request to certify the investor's status under Chapters 6D and 7 of the ...

Financial Standard unveils Digital Dozen in social media

STAFF WRITER  |  FRIDAY, 31 OCT 2014
The 2014 finalists of the Financial Standard Social Media Influence, Leadership + Excellence Scholarship (or "the Smileys"), sponsored by Zurich and IRESS were announced today ahead of the awarding of the Scholarship in Sydney on Tuesday 13th November. ...

Voting opens on the SelectingSuper popular awards

STAFF WRITER  |  TUESDAY, 21 OCT 2014
Voting has opened for the SelectingSuper 2014 self managed super fund (SMSF) administrator of the year popular choice and for the consumer choice award division of the SelectingSuper fund awards. Results in the SMSF popular vote will contribute to determining ...

RG146 "insufficient" on tax education: IPA

LAURA MILLAN  |  THURSDAY, 16 OCT 2014
The Institute of Public Accountants (IPA) said that the current education requirements for advisers on taxation law are insufficient and expressed concern at the exemption for advisers who belong to a professional association. "One semester unit of ...