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Showing 6501 - 6510 of 9822 results for "Advisers"

Retail investors turn to media for financial advice: GSAM survey

HARRY PAGE  |  WEDNESDAY, 29 JAN 2014
... revealed. The most recent Australian Retail Investor Survey, which surveyed over 600 investors, revealed that reliance on advisers has dropped from 17% in 2012. Comparatively 34% of investors would prefer to rely on themselves to make investment decisions ...

Planners shy away from margin lending advice

LAURA MILLAN  |  TUESDAY, 28 JAN 2014
... at improved market conditions such as interest rates or an increase in client demand as elements that would encourage advisers to keep recommending margin lending. Lower interest rates keep being the reason why planners would switch lenders, with 37% ...

TPB releases guidance on conflict of interest

LAURA MILLAN  |  TUESDAY, 28 JAN 2014
... The document details the actions that registered tax agents should take in case of conflict of interest, something that advisers will need to take into account once TASA comes in on July 1, 2014. The TPB lists the sanctions to those not succeeding in ...

Advisers should train to fight tax evasion: FPA

LAURA MILLAN  |  THURSDAY, 23 JAN 2014
The Australian Transaction Reports and Analysis Centre (AUSTRAC) should train financial advisers on identifying and avoiding cases of tax evasion and money laundering, the Financial Planning Association (FPA) said. The FPA general manager of policy ...

Appleyard defends free SMSF service

JAMES FERNYHOUGH  |  THURSDAY, 23 JAN 2014
... point." Appleyard said CleverSuper had many educational tools that allowed members to "buy research, portfolios, access advisers, blogs, videos - all sorts of things. So we are going to be very, very pro-education." He said he would welcome any increased ...

Advisers and accountants clash over SMSFs

LAURA MILLAN  |  WEDNESDAY, 22 JAN 2014
... feeling challenged that they cannot set up self-managed superannuation funds (SMSF) without a license, at the same time advisers are struggling to gain clients' trust when it comes to SMSFs, Crowe Horwath head of SMSF and Superannuation Susie Salmon ...

SPAA questions 'free lunch' SMSF service

JAMES FERNYHOUGH  |  WEDNESDAY, 22 JAN 2014
... SMSF trustees to do careful research before starting an SMSF. SPAA's membership includes a large contingent of financial advisers who specialise in helping clients start up and administer SMSFs.

Fears to FoFA amendments "overplayed": AFA

LAURA MILLAN  |  WEDNESDAY, 22 JAN 2014
... Financial Advice (FoFA) legislation will affect the quality of advice are "overplayed," the Association of Financial Advisers (AFA) said. "Improving the best interest duty does help improve the access and the affordability to financial advice," the AFA ...

Hillross awards advisers amid AMP restructure

LAURA MILLAN  |  WEDNESDAY, 22 JAN 2014
AMP-owned Hillross has awarded the professionalism of three of its financial advisers through the annual 2013 Hillross Awards Program. Sydney adviser Ian Smith was given the 2013 Hillross Adviser of the Year award and the judging panel highlighted his ...

Synchron in recruitment mode after grandfathering changes

LAURA MILLAN  |  TUESDAY, 21 JAN 2014