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Showing 6361 - 6370 of 18271 results for "Plan"

HUB24 upgrades platform

KARREN VERGARA  |  MONDAY, 20 NOV 2017
HUB24 announced a number of technological enhancements that will enable financial planners to deliver advice more efficiently. Scheduled for roll out next month, advisers will no longer have to use multiple systems and manual processes to create Records ...

Elders continues impressive growth run

JAMIE WILLIAMSON  |  MONDAY, 20 NOV 2017
Elders Financial Planning recently added another advice business to its dealer group, onboarding its 21st practice since 2016. Victoria's Strategic Guidance Group and BJT Private, led by Luke Sheehan, was welcomed to the Elders Financial Planning group ...

ATO warns SMSFs about risky arrangements

KARREN VERGARA  |  FRIDAY, 17 NOV 2017
The Australian Taxation Office issued a stark warning to self-managed superannuation fund members about entering risky retirement planning arrangements that could potentially be illegal. ATO deputy commissioner James O'Halloran urged SMSF trustees to ...

Xero founder sells $94.5m in shares to fund philanthropy

ALEX BURKE  |  FRIDAY, 17 NOV 2017
Xero's founder and chief executive is selling three million Xero shares to fund philanthropic and social endeavours. In an ASX statement, Xero said Rod Drury's sale to institutional and professional investors at $31.50 per share was "likely successful." ...

Where in the cycle is Australia?

BENJAMIN ONG  |  FRIDAY, 17 NOV 2017
"In the next 5000 kilometres, turn right." Even the now-ubiquitous GPS (global positioning system) will ask you're starting point before it gives directions to your destination. But what if you don't know where you presently are? Such is the problem ...

AMP adds LIF resources as deadline looms

JAMIE WILLIAMSON  |  THURSDAY, 16 NOV 2017
... a practice diagnostic tool to help advisers identify areas of their business in need of attention and provides an action plan for them to follow in preparing their practice for LIF. AMP director, insurance proposition Greg Johnson said advisers are experiencing ...

Inconsistency, communication top adviser bugbears

KARREN VERGARA  |  THURSDAY, 16 NOV 2017
Advisers should be mindful of consistently carrying out processes and procedures for all clients or risk getting caught out, warns an industry expert. This is a common pitfall and an important message MiQ Private Wealth partner Lisa Weissel is sharing ...

SelectingSuper winners crowned

EMMA RAPAPORT  |  THURSDAY, 16 NOV 2017
... insurance and innovation. The fund was also awarded Personal Select Choice Product of the Year for the AustralianSuper Personal Plan, and took home the Investment Innovation and Leadership Award. Rainmaker Group executive director, research and compliance ...

Former adviser cops 10-year imprisonment

KARREN VERGARA  |  WEDNESDAY, 15 NOV 2017
The former principal of Sherwin Financial Planners was sentenced to 10 years imprisonment for fraud. Bradley Thomas Sherwin was found guilty of 25 charges following an ASIC investigation arising from of the collapse of his financial planning business ...

AZ NGA acquires Victoria practice

ALEX BURKE  |  WEDNESDAY, 15 NOV 2017
AZ Next Generation Advisory has acquired a financial planning firm established in 1983. Dunsford Financial Planning (DFP) is led by Mark Dunsford and based in Victoria's Mornington Peninsula. Part of the Now Financial Group, of which Dunsford is also ...