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Showing 5901 - 5910 of 18266 results for "Plan"

IOOF continues organic growth trajectory

JAMIE WILLIAMSON  |  TUESDAY, 7 AUG 2018
IOOF is celebrating record financial results, driven largely by its financial advice and platforms businesses and the execution of multiple acquisitions as recent as June. IOOF reported a record underlying profit after tax of $191.4 million for FY18 ...

Farmers should urgently access super: Advisers

KARREN VERGARA  |  TUESDAY, 7 AUG 2018
... between, she said, adding that once farmers are back on their feet and the drought has broken, they can top up their super and plan for retirement.

NULIS names new chair

KARREN VERGARA  |  TUESDAY, 7 AUG 2018
... standards and expectations. In the statements, NAB acknowledged between September 2012 and January 2017, about $35 million in plan service fees were incorrectly charged to 220,460 members and deducted from their accounts without an actual service provided. ...

NAB looked to keep plan service fees, Royal Commission hears

HARRISON WORLEY  |  TUESDAY, 7 AUG 2018
The Royal Commission heard this morning that NAB considered ways to justify retaining plan service fees (PSF) it charged superannuation fund members despite the services not actually being supplied. Questioning former NAB general manager of superannuation ...

Royal Commission revisits fees for no service

KARREN VERGARA  |  MONDAY, 6 AUG 2018
... advice service that was not delivered. ASIC was notified in May 2017 and since then StatePlus has formulated a remediation plan for the 46,534 members affected. Hodge added ASIC's investigation is expected to conclude by the end of August and StatePlus ...

Rethink property investment: Poll

HARRISON WORLEY  |  MONDAY, 6 AUG 2018
... of how to tackle its challenging conditions. The result comes as self-managed super funds show a strong demand for off-the-plan properties, but often overlook the risks associated. Property researcher RiskWise last month highlighted Brisbane as a market ...

Productivity Commission proposes more changes to financial advice

KARREN VERGARA  |  MONDAY, 6 AUG 2018
The financial advice industry is bracing itself for more proposed changes to approved product lists (APLs), remuneration and terminology following the Productivity Commission's inquiry into the state of competition in Australia's financial system. ...

XPLAN picks up Lumen integration

HARRISON WORLEY  |  FRIDAY, 3 AUG 2018
IRESS integrated its recently acquired data analytics solution with financial planning software XPLAN. IRESS has made it easier for licensees to identify actual and potential scenarios where advice standards are not being complied with by integrating ...

AFSL launches new IFA dealer service

JAMIE WILLIAMSON  |  THURSDAY, 2 AUG 2018
A financial advice dealer group will provide licensee services to non-aligned advisers by way of a new white label offering. TAL's Affinia Financial Advisers has launched Affinia Access, enabling AFSLs to operate under their own license and brand with ...

Global pension fund injects $500m into Aussie real estate debt

HARRISON WORLEY  |  THURSDAY, 2 AUG 2018
... estate debt investment with a $19 billion local asset manager. CPPIB Credit Investments - a subsidiary of the Canada Pension Plan Investment Board - injected $500 million into a new Challenger Investment Partners (CIP) fund investing in middle-market ...