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Showing 6731 - 6740 of 9822 results for "Advisers"

Connections key to succession planning

LAURA MILLAN  |  THURSDAY, 25 JUL 2013
... financial planning business, Guardian Advice executive manager Simon Harris said. Speaking at an Association of Financial Advisers (AFA) roadshow in Sydney, Harris recommended advisers to have a succession plan ready for their business, even if they ...

Financial planners lose out to accountants on SMSFs

JAMES FERNYHOUGH  |  THURSDAY, 25 JUL 2013
... This could show that a growing proportion of SMSF investors are taking their own investment advice, and only employing advisers - predominantly accountants - to give them tax advice. In April 2013, 140,000 SMSFs were using advisers who were not qualified ...

No more SMSF tax loopholes for excess concessional contributions

JAMES FERNYHOUGH  |  THURSDAY, 25 JUL 2013
... Speaking at the SPAA State Technical Conference in Sydney on Tuesday, to an audience predominantly comprised of financial advisers, Burgess said that for the 2013-14 financial year, the Australian Tax Office will count ECCs as part of taxable income. ...

SFG to look at WHK acquisition after reporting season

LAURA MILLAN  |  THURSDAY, 25 JUL 2013
... status of their respective business transformation. The company also revealed that it has appointed a number of financial advisers including Bank of America Merrill Lycnh (BAML) "to consider and review a range of potential opportunities in the rapidly ...

Legg Mason adds SIV funds

MARK SMITH  |  WEDNESDAY, 24 JUL 2013
... expect would be consistent with the entrepreneurial spirit of many SIV investors. We aim to be a partner of choice with advisers in the SIV space, and that is evidenced by the traction we are getting with private wealth advice firms seeking solutions ...

AFA to release code of conduct this year

LAURA MILLAN  |  WEDNESDAY, 24 JUL 2013
The Association of Financial Advisers (AFA) will release a finalised code of conduct by the end of this year, the organisation revealed today. The AFA already released a draft code of conduct in July 2012 and has been waiting for the Australian Securities ...

Centrepoint spent $4.9 million in client claims

LAURA MILLAN  |  WEDNESDAY, 24 JUL 2013
... owner Centrepoint Alliance Group spent $4.9 million to cover client claims in relation to the performance of some of its advisers. The company revealed to the Australian Securities Exchange (ASX) that the group had a net loss after tax of $4.2 million ...

Aged care services under funded and set to worsen

LAURA MILLAN  |  WEDNESDAY, 24 JUL 2013
... the place where you want to live in is not available at the moment when you move there." In a presentation to financial advisers, McMillan said that providers are usually keen to negotiate the price of care with advisers. "Don't think that you can't ...

Grandfathering uncertainty already affecting businesses

LAURA MILLAN  |  MONDAY, 22 JUL 2013
... business agreement means that the adviser won't be able to benefit from grandfathering commissions. "It is a trap for advisers, it will stop them from being able to move licensees and if their licensee does something that they don't like, they won't ...

Submit your SMILEYS 2014 entry now

STAFF WRITER  |  MONDAY, 22 JUL 2013