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Showing 611 - 620 of 1553 results for "Technical"

SMSFs investing restrictions unfair: Poll

KARREN VERGARA  |  MONDAY, 16 APR 2018
... retirement. One month later, financial advisers said they were grappling with the regulatory changes to LRBAs. According to BT technical consultant Tim Howard, the proposal to combine outstanding LRBA debt to calculate clients' total super balances was ...

Royal Commission must cast net wider

JAMIE WILLIAMSON  |  MONDAY, 16 APR 2018
... costs higher and higher. "Any review of financial advice in the not for profit super sector should not only address technical compliance, but also the extent to which the consumer protection regime promotes better outcomes for ordinary working Australians ...

FPA to fight latest FASEA proposals

JAMIE WILLIAMSON  |  THURSDAY, 12 APR 2018
... treated as unqualified in the latest FASEA proposal, but an existing planner with a law degree only has to complete a non-technical bridging course to meet the standard," Kendall said. "It is clear that the FASEA board have not been getting the right ...

FASEA announces leadership transition

DARREN SNYDER  |  TUESDAY, 10 APR 2018
... a new skill set, and proven leadership capability in higher education and financial services. Engagement beyond the technical, principles-based platform is a critical focus for the Board, especially as we move into this next phase." Brimble has worked ...

Spotlight on financial elder abuse

JAMIE WILLIAMSON  |  FRIDAY, 6 APR 2018
... slipping under the radar as it becomes increasingly difficult to recognise. Speaking at the Challenger Financial Standard Technical Services Forum, KJB Law senior solicitor Kerstin Glomb said cases of improper exploitation - being abuse of a trust relationship ...

WAM Capital founding director resigns

ALEX BURKE  |  FRIDAY, 6 APR 2018
... member at the Australian Digital Currency Association and deputy chair of the Australian Computer Society's blockchain technical committee. "The board is delighted to welcome Dr Ryan as a director," Wilson said. "She is a highly experienced legal academic ...

What will estate planning look like in 2020?

DARREN SNYDER  |  WEDNESDAY, 4 APR 2018
Looking beyond 2020, netwealth technical services head Keat Chew said financial advisers must consider the prospect of small tax increases on superannuation earnings and lump sum payments. Speaking at a recent netwealth CPD event in Sydney, Chew took ...

Adviser builds new practice under Elders banner

DARREN SNYDER  |  WEDNESDAY, 28 MAR 2018
... advice business." "EFP has the capabilities in place to provide me with cutting edge practice development, compliance, technical and education support services which was a crucial choice for me in this environment of industry change," she said. Beaven ...

OneVue sells SMSF admin business

ALEX BURKE  |  MONDAY, 26 MAR 2018
... existing members. This acquisition increases OneVue's current superannuation member capabilities by adding KPMG's deep technical expertise in managing complex superannuation funds." KPMG Australia chief executive Gary Wingrove added: "KPMG Superannuation ...

PIMCO sells Aussie banks as correction looms

ALEX BURKE  |  THURSDAY, 15 MAR 2018
PIMCO is winding down its exposure to Australian banks and certain real estate investment trusts as risks increase in these investments. In an outlook report, PIMCO portfolio manager Aaditya Thakur and credit research analyst John Dwyer said that while ...