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

Search Results

Showing 661 - 670 of 1209 results for "Switch"

FSI calls for tax relief to switch out of legacy products

MARK SMITH  |  TUESDAY, 9 DEC 2014
The government should introduce a means to allow investors in out of date products to switch to new and improved products without being whacked with capital gains tax, the Financial System Inquiry has recommended in its final report. It is estimated ...

NAS loses another super fund

JAMES FERNYHOUGH  |  FRIDAY, 5 DEC 2014
... capabilities in investment performance reporting, risk analytics and online solutions as the main factors in its decision to switch custodians. "After an extensive due diligence process with the assistance of Drew Vaughan of Dymond, Foulds & Vaughan ...

Big changes on way for pension funds

ALEX DUNNIN  |  WEDNESDAY, 3 DEC 2014
Pension funds around the globe are going to ramp up their risk appetite, take big bets on alternatives, switch from being asset owners to asset managers and transform how they deal with external investment managers, reveals a major survey released by ...

Genesys advisers looking at all options following wind up

LAURA MILLAN, JAMES FERNYHOUGH  |  WEDNESDAY, 19 NOV 2014
... references, from websites to business cards to advice documents to SFGs - to everything really. You can't just flick a switch, and it's done the next day." Connect Financial Services Brokers chief executive Paul Tynan said that "it has been well-known ...

Non-aligned licensee inquiries to rise in 2015

LAURA MILLAN  |  MONDAY, 17 NOV 2014
... interest." An Investment Trends survey from May 2014 reported a 55% increase in the proportion of advisers intending to switch dealer groups in the next 12 months, with 10% of advisers intending to do so, compared to 6% on the previous year. But Prendeville ...

Insurance industry has trust issues

MARK SMITH  |  THURSDAY, 13 NOV 2014
... having closed policies or switched providers within the previous 18 months. This means that many customers who choose to switch insurers still retain overall positive views of their former provider."

ASIC takes SMSF property spruikers to court

LAURA MILLAN  |  WEDNESDAY, 12 NOV 2014
... regarding ASIC's proceeding on its website. The company has advised at least 500 members of the public to establish and switch funds into an SMSF which are then used to purchase investment properties that are owned or promoted by Park Trent companies. ...

Retail fund members most likely to establish SMSFs

LAURA MILLAN  |  THURSDAY, 6 NOV 2014
Members of retail funds are the most likely group to switch to self-managed super funds (SMSFs), according to CoreData research. As many as 4.8% of retail fund members are likely to set up an SMSF in the next 12 months, and 17.8% are likely to do so ...

AFA questions ASIC life report

LAURA MILLAN  |  TUESDAY, 14 OCT 2014
AFA chief executive Brad Fox raised concerns over the methodology of Australian Securities and Investments Commission's (ASIC) report on life insurance advice that was released last week. He told the media that there were questions over the methology ...

One third of risk advisers non-compliant, ASIC says

JAMES FERNYHOUGH  |  THURSDAY, 9 OCT 2014
... commissions are more strongly correlated with non-compliant advice, including in situations where the recommendation is to switch products. The report also found incidents where clients were advised to take out life insurance that they could not afford. ...