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Showing 6681 - 6690 of 18271 results for "Plan"

Stamp duty axing treated with caution

EMMA RAPAPORT  |  FRIDAY, 2 JUN 2017
... in last month's Federal Budget, willing parents can work together with their children to conceive of a long-term savings plan. "A number of our client's with children are thinking about assisting them financially to save for a first home, and with the ...

Just what the doctor ordered

BENJAMIN ONG  |  FRIDAY, 2 JUN 2017
You've all heard, read and googled the news - the Australian dollar is taking a battering and is headed down, down. I first came across this when I read Michael Wilson's piece on Bloomberg, "The Australian Dollar's Outlook Darkens" (16 May). Back then ...

Governance professional joins SMSFA board

EMMA RAPAPORT  |  THURSDAY, 1 JUN 2017
... the financial services sector," Gale said. "She understands the critical importance of the Association's 2016-20 Strategic Plan, with its focus on high professional standards, education for SMSF specialists and trustees, and the need for sound, long-term ...

Elders gives back to advice community

JAMIE WILLIAMSON  |  THURSDAY, 1 JUN 2017
Elders Financial Planning will host a series of roadshow events to share its expertise with the wider financial planning industry. Designed to showcase the extensive specialist knowledge and talent the dealer group has accumulated, the roadshow is open ...

FPA to quell adviser fears around education

JAMIE WILLIAMSON  |  WEDNESDAY, 31 MAY 2017
The new education standards for financial advisers will be the talking point of the Financial Planning Association of Australia's National Roadshow, hitting Brisbane, Melbourne and Sydney this week. FPA chief executive Dante De Gori said the education ...

Change of pace for Countplus

JAMIE WILLIAMSON  |  WEDNESDAY, 31 MAY 2017
Countplus divested its shareholding in a NSW-based financial planning practice as part of a change in strategy aimed at investing in quality practices, not necessarily acquiring them. In a statement to the ASX yesterday, managing director and chief ...

Tech industry opens niche markets for advisers

MICHELLE BALTAZAR  |  TUESDAY, 30 MAY 2017
Financial advisers can expect to have more clients working in information and communication technologies (ICT) after new research found there could be 722,000 professionals in the industry by 2022. The forecast came from the latest Australia's Digital ...

Fund manager sells all shares ahead of crash

ALEX BURKE  |  TUESDAY, 30 MAY 2017
A veteran fund manager is liquidating all unit trust assets and handing back mandates due to a "clear and present danger" in property and equity markets. Altair Asset Management chair and chief investment officer Philip Parker explained he had sold ...

Australians failing to act on increased retirement cost

JAMIE WILLIAMSON  |  TUESDAY, 30 MAY 2017
While the increased cost of essential items over the past decade has led to a rise in the amount required for a comfortable retirement, HSBC believes Australians are unlikely to do anything about ensuring they achieve it. The Association of Superannuation ...

NAB adviser puts beneficiaries at risk

JAMIE WILLIAMSON  |  MONDAY, 29 MAY 2017
NAB Financial Planning is undertaking a review after one of its advisers failed to correctly witness the signing of client Beneficiary Nomination Forms on more than one occasion. During a regular compliance review in late 2016, NAB Financial Planning ...