Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 6721 - 6730 of 18271 results for "Plan"

SMSF rollovers hit $8 billion

DARREN SNYDER  |  MONDAY, 8 MAY 2017
... SMSFs in the period. Retail funds seeing the largest outflows to SMSFs, by dollar value, included Macquarie Superannuation Plan, Colonial First State FirstChoice Super Trust, AMP Superannuation Savings Trust, MLC's Universal Super Scheme and Plum Superannuation ...

Pension fund eyes Fairfax Media

JAMIE WILLIAMSON  |  MONDAY, 8 MAY 2017
... as part of an investment consortium. Fairfax confirmed today that the board of the $175 billion Ontario Teachers' Pension Plan and TPG Group, known as the TPG Consortium, issued an unsolicited, preliminary, and non-binding indication of interest to purchase ...

Government pushes ahead with new ASIC funding model

ALEX BURKE  |  FRIDAY, 5 MAY 2017
... commitment to an industry funding model in place from 1 July 2017. Industry funding is a critical component of the Government's plan to improve consumer outcomes in the financial system." O'Dwyer added industry funding "will ensure that ASIC's regulatory ...

FPA appoints conduct commission chair

EMMA RAPAPORT  |  FRIDAY, 5 MAY 2017
The Financial Planning Association of Australia is taking a step forward to becoming a code monitoring body with the appointment of a new chair to its conduct review commission. Graham McDonald, a solicitor and barrister with experience in dispute resolution ...

Mosaic tailors financial advice for women, grows FUA to $800m

MICHELLE BALTAZAR  |  FRIDAY, 5 MAY 2017
... to cover the cost of IVF or freezing eggs for female staff. "Those kind of factors need to be built into their financial plan," she said. There are also other strategies such as nudging clients to re-negotiate salaries more often (men tend to do this ...

NAB Wealth growth steady

KARREN VERGARA  |  THURSDAY, 4 MAY 2017
National Australia Bank's wealth business reported modest growth in the half year to March, while finalising the sale of its life insurance business contributed significantly to the group's bottom line. NAB does not split out its consumer banking and ...

AI will lead next industrial revolution: Sanlam

MICHELLE BALTAZAR  |  THURSDAY, 4 MAY 2017
From predicting election results to running driverless cars, artificial intelligence (AI) will transform all sectors of business, not least financial planning and wealth management. Sanlam Global Investment Solutions head of investments David Itzkovits ...

Future of ANZ Wealth uncertain amid profit slide

ALEX BURKE  |  WEDNESDAY, 3 MAY 2017
ANZ Wealth's profit share in the bank's overall results continued to decline in the first half of FY17, underscoring six months of speculation as to the division's future. Back in November, ANZ chief executive Shayne Elliott said in a media briefing ...

Beneficiaries unfamiliar with death benefits

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2017
A large number of death benefit complaints could be avoided if trustees communicate to members and beneficiaries proper internal dispute resolution processes. This is particularly true when it comes to death benefits, according to the Superannuation ...

Face-to-face advice rises at UniSuper

EMMA RAPAPORT  |  WEDNESDAY, 3 MAY 2017
... initial advice appointments is also up 20% year-on-year, and review sessions for members with an existing financial advice plan are up more than 70%. UniSuper executive manager of advice Jack McCartney said while phone and digital advice certainly have ...