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Showing 701 - 710 of 1758 results for "Financial Planners"

ASIC proposes stricter training requirements for advisers

LAURA MILLAN  |  MONDAY, 24 JUN 2013
... Securities and Investments Commission (ASIC) has proposed an increase in the knowledge and skill requirements for financial planners. The regulator has released a consultation paper on training standards for planners who provide financial product advice ...

Parliament passes TASA bill

LAURA MILLAN  |  THURSDAY, 20 JUN 2013
... amendments to the tax agents under the Tax Agent Services Act (TASA) bill that will extend the exemption for financial planners to become registered tax agents. The current exemption will be extended to June 30, 2014 and there will be a three year transition ...

Government agrees to 12-month TASA exemption

LAURA MILLAN  |  THURSDAY, 20 JUN 2013
The government has agreed to extend the exemption for financial planners to become registered tax agents under the Tax Agent Services Act (TASA) bill. The current exemption will be extended to June 30, 2014 and there will be a three year transition ...

AFA Inspire initiative launched in Sydney

MARK SMITH  |  THURSDAY, 20 JUN 2013
... women in the financial advice industry at an event in Sydney last night. The initiative is aimed not only at financial planners but also at paraplanners, support staff and all women involved in bringing financial advice to Australian consumers. The program ...

FIIG appoints joint heads of intermediaries

JAMES FERNYHOUGH  |  WEDNESDAY, 19 JUN 2013
... business needs of professional women. FIIG's intermediaries team provides fixed-income investment services to financial planners, family offices and private banks. In their new roles managing the team, Jenkin and Gross will focus on business development ...

Customised portfolios ease FoFA burden

MARK SMITH  |  TUESDAY, 18 JUN 2013
... efficiencies from doing so. The group's fund services head Alex Wise said that while FoFA has been 'a hard slog' for financial planners, those who have found solutions to their compliance issues are enjoying operational benefits. "On the investment side ...

Industry "disappointed" at PJC recommendation

LAURA MILLAN  |  TUESDAY, 18 JUN 2013
... after consultation with the industry and recommended no significant changes to the legislation that will make financial planners to become registered tax agents in order to give tax advice. The Financial Planning Association chief executive Mark Rantall ...

Who will fill the SMSF education gap?

JAMES FERNYHOUGH  |  FRIDAY, 14 JUN 2013
... upcoming reforms, and to an increased emphasis on formal qualifications. "Our applicants include everyone from financial planners to lawyers, but we like them to have had two years relevant work experience," she said. Whether other universities will ...

Asian LGBT advice firm headhunts Aussie planners

MARK SMITH  |  FRIDAY, 14 JUN 2013
... LGBT (Lesbian, Gay, Bisexual and Transgender) wealth management business, is actively recruiting Australian financial planners to the specialist division. Financial Partners has joined forces with established LGBT investment management company LGBT Capital ...

Advisers should facilitate philanthropic giving

LAURA MILLAN  |  THURSDAY, 6 JUN 2013
... facilitate philanthropic giving, Opportunity International Australia says. Only 2.1% of Australians have a financial planners offering advice about philanthropy, according to the Opportunity Donor Survey 2012. Opportunity International board member and ...