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Showing 6801 - 6810 of 9822 results for "Advisers"

TASA may also affect industry super funds

LAURA MILLAN  |  WEDNESDAY, 19 JUN 2013
... concessionally taxed environment is enough to make super funds fall under TASA. If this happened, the obligation for financial advisers to become registered tax agents could also affect workers who are not financial advisers, such as call centre staff ...

ClearView advisers up by 45%

LAURA MILLAN  |  WEDNESDAY, 19 JUN 2013
... representatives by 45% and boosted its in-force life insurance premiums over the last year. The dealer group went from 70 advisers in June 30, 2012, to 102 in May 31, 2013, according to a company's statement to the Australian Securities Exchange (ASX). ...

Customised portfolios ease FoFA burden

MARK SMITH  |  TUESDAY, 18 JUN 2013
Customised multi-asset portfolios regulated under unit trust schemes can help advisers comply with the new FoFA regime coming into force on 1 July. Select Asset Management (Select) has urged Australian financial advice firms to review the underlying ...

OneVue beefs up team ahead of SMSF service launch

LAURA MILLAN  |  TUESDAY, 18 JUN 2013
... Brett Marsh said that the firm planned to release the new SMSF services later this year, following consultation with advisers and accountants. OneVue's adviser solutions team has appointed new business manager Waheed Rahman and fund accountant Shamil ...

Industry "disappointed" at PJC recommendation

LAURA MILLAN  |  TUESDAY, 18 JUN 2013
... listening," Rantall said. "But it looks like the legislation will pass unamended," he added. The Association of Financial Advisers (AFA) chief operation officer Phil Anderson said also said that the organisation is disappointed that the report does not ...

Rubik completes Provisio takeover

MARK SMITH  |  MONDAY, 17 JUN 2013
... large industry superannuation funds such as AustralianSuper, HESTA and LUCRF Super, as well as independent financial advisers. The acquisition of Provisio expands on Rubik's current advice offerings, COIN and Visor Desktop financial planning software. ...

Coalition opposes TASA changes

LAURA MILLAN  |  MONDAY, 17 JUN 2013
... Cormann said. Cormann matched the industry's demands and asked for the Government to extend the exemption for financial advisers until June 30, 2014. "We don't think those changes should go ahead at this point," he said. The changes would put an end ...

Praemium launches FoFA-ready CRM tool

MARK SMITH  |  MONDAY, 17 JUN 2013
Praemium has launched a new cloud-based customer relationship management (CRM) solution for financial advisers. WealthCraft, integrates fully with Microsoft Outlook, enabling advisers and wealth managers to track and manage interactions with clients ...

BT launches adviser website and app

JAMES FERNYHOUGH  |  MONDAY, 17 JUN 2013
... latest policy information, BTAS will help you," he said. Coinciding with the launch of BTAS, BT is unveiling a new app for advisers, providing up-to-date information for client meetings and generally improving communication with clients. The app, known ...

FIRST Super questions fairness of Coalition's super board quota policy

JAMES FERNYHOUGH  |  FRIDAY, 14 JUN 2013
... Financial Services and Superannuation Mathias Cormann reaffirmed the Coalition's policy to legislate that independent advisers must comprise one third of industry superannuation fund boards. "If there's this policy on one third independent directors ...