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Showing 6411 - 6420 of 18271 results for "Plan"

Super needs greater oversight from APRA: Poll

KARREN VERGARA  |  MONDAY, 30 OCT 2017
APRA should have greater powers to control and intervene in the superannuation industry, the latest spot poll results shows. More than half (58%) of respondents said APRA should have increased powers to improve board governance and risk management practices ...

BT Financial Group expands SMSF capability

JAMIE WILLIAMSON  |  MONDAY, 30 OCT 2017
BT Financial Group is enhancing its Panorama platform's SMSF solution through a partnership with a leading software provider. By partnering with BGL Corporate Solutions, accountants and advisers now have access to two way data feeds from BT Panorama ...

Transfer balance cap reforms could hurt grieving SMSFs

JAMIE WILLIAMSON  |  MONDAY, 30 OCT 2017
The SMSF Association is urging self-managed superannuation fund members to seek financial advice as to how the transfer balance cap may impact their pension in the event of their spouse's death. SMSFA head of technical Peter Hogan said under the new ...

GPS robo-adviser launches

KARREN VERGARA  |  FRIDAY, 27 OCT 2017
Plenty Wealth, a robo-adviser that combines human advice has officially launched. Co-founders Josh Golombick and Greg Einfeld said Plenty Wealth provides a financial roadmap and acts like a "GPS service" in terms of financial goals, covering automated ...

Forgery sees former NAB adviser sentenced

JAMIE WILLIAMSON  |  FRIDAY, 27 OCT 2017
A former NAB adviser pleaded guilty to two charges of forgery brought against him by ASIC. Shane Thompson of New Gisborne, Victoria was fined $1000 and forced to pay $223.30 in costs by the Melbourne Magistrates' Court for forging and submitting financial ...

US recommends asset manager stress tests be removed

DARREN SNYDER  |  FRIDAY, 27 OCT 2017
US Treasury released a report overnight that makes several recommendations for its financial services industry, including the elimination of statutory stress testing for investment managers. The stress testing call came as part of several recommendations ...

FASEA announces first focus

JAMIE WILLIAMSON  |  THURSDAY, 26 OCT 2017
The Financial Adviser Standards and Ethics Authority will first work on developing a framework for accrediting providers of approved degrees for new industry entrants. Following its October board meeting, FASEA released the structure of the degree requirement ...

Broker popularity on the rise: Research

JAMIE WILLIAMSON  |  THURSDAY, 26 OCT 2017
An increasing number of property investors are securing finance through a mortgage broker, with 83% of investors intending to do so in the next 12 months. The third annual national Property Investor Sentiment Survey from Property Investment Professionals ...

ANZ Wealth drags group's earnings

KARREN VERGARA  |  THURSDAY, 26 OCT 2017
... income decreased because of adverse insurance claims and a one-off experience loss due to the exit of a group life insurance plan, but was partially offset by reinsurance profit share, the bank said. Funds management income decreased in line with the ...

Genetics will test life insurance sector

JAMIE WILLIAMSON  |  THURSDAY, 26 OCT 2017
Increased affordability of genetic testing and rising public interest in ancestral lineage and health could threaten Australia's life insurance industry, according to the Actuaries Institute. The latest paper from the industry body suggests that even ...