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Showing 641 - 650 of 1528 results for "Technical"

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... Gold Coast! Our live blog is back for Day Two. AFA to reveal findings of a new advice study in the opening session. The technical aspect of the conference starts in earnest today with back-to-back Focus Sessions on from 1.15pm. Have you read our Day ...

Why advisers should revisit death benefits

KARREN VERGARA  |  FRIDAY, 6 OCT 2017
... disability benefits in conjunction with the transfer balance cap in estate planning strategies. According to IOOF head of technical services Martin Breckon, the changes around death benefits reinforce the idea that super is not a vehicle for extensive ...

Successful advisers integrate estate planning

KARREN VERGARA  |  FRIDAY, 22 SEP 2017
Successful financial advisers know how to broach estate planning early in the client relationship and take the initiative to involve the next generation in these conversations, a legal expert says. According to Australian Unity national manager of estate ...

Professional investment association rebrands

KARREN VERGARA  |  FRIDAY, 22 SEP 2017
... emphasise the importance of its exclusive Certified Investment Management Analyst (CIMA) certification - an international, technical portfolio construction program designed for investment and wealth management practitioners, IMCA Australia chair Brett ...

Multi-member SMSFs shun risky investments: Research

EMMA RAPAPORT  |  FRIDAY, 22 SEP 2017
... share of their assets in higher-risk investments such as domestic shares and property. SuperConcepts general manager of technical services and education Peter Burgess said the results were interesting as they highlighted two complimentary behavioural ...

Mason Stevens wins 2017 Technical Paper of the Year

JAMIE WILLIAMSON  |  MONDAY, 18 SEP 2017
... benchmark for writing on managed accounts has been set with Mason Stevens taking home the first ever Financial Standard Technical Paper of the Year Award - Managed Accounts. Presented to Mason Stevens' managing director Thomas Bignill at the annual Financial ...

Inaugural Technical Paper of the Year awarded

JAMIE WILLIAMSON  |  MONDAY, 18 SEP 2017
... benchmark for writing on managed accounts has been set with Mason Stevens taking home the first ever Financial Standard Technical Paper of the Year Award - Managed Accounts. Presented to Mason Stevens' managing director Thomas Bignill at the annual Financial ...

Lower returns but higher balances for SMSFs

JAMIE WILLIAMSON  |  MONDAY, 18 SEP 2017
... balance and thereby indicative that some capital will likely be eroded throughout retirement. SMSF Association head of technical Peter Hogan believes the report highlights that most SMSF trustees are still on track to meet their retirement goals, despite ...

Super fund property manager leads global sustainability ranking

EMMA RAPAPORT  |  MONDAY, 18 SEP 2017
... with an opportunity for global benchmarking of our portfolio performance," ISPT general manager, sustainability and technical services Alicia Maynard said. "We continue to look for opportunities to create positive lasting legacies by improving the environmental ...

Technical Services Forum tackles super challenges

ALEX BURKE  |  FRIDAY, 15 SEP 2017
The September Challenger Financial Standard Technical Services Forum addressed two key concerns around superannuation reform: death benefits and the cost of aged care. Speaking on the former, Colonial First State senior technical manager Yvonne Chu ...