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Showing 711 - 720 of 1758 results for "Financial Planners"

TASA necessary for customer protection: accountants

LAURA MILLAN  |  WEDNESDAY, 5 JUN 2013
... said that the measure will give Australians the necessary consumer protection when it comes to tax advice. "Financial planners have been able to provide tax advice without ensuring the same competency levels required by qualified tax agents," said IPA ...

Greens hold the key to TASA in Senate

LAURA MILLAN  |  TUESDAY, 4 JUN 2013
The House of Representatives will vote today on the incorporation of financial planners into the Tax Agent Services Act (TASA) and if the bill is approved, the key to the final voting in the Senate could be in the hands of the Greens. The Financial ...

BT wins award for 'Your World' tool

JAMES FERNYHOUGH  |  TUESDAY, 4 JUN 2013
... increases client trust, the quality of relationships and better advice - a triple win." Westpac and St George Financial Planners have been using Your World for the past two years. It was released to Securitor advisers earlier this year. "This award comes ...

Adviser "enshrinement" bill passes through lower house

ALICE URIBE  |  WEDNESDAY, 29 MAY 2013
... planner' in law. Currently under the C orporations Act 2001, there are no rules against people calling themselves "financial planners" irrespective of their training, competence, or licensing. The Association of Financial Advisers (AFA) has welcomed ...

Planners must advise people, not portfolios

LAURA MILLAN  |  TUESDAY, 28 MAY 2013
Financial planners need to focus on their soft skills to address clients' problems, as they keep in mind that they servicing not just portfolios, but people, trusted advisers say in new research. The research by the Association of Financial Advisers ...

MFAA offers new SMSF training programs

JAMES FERNYHOUGH  |  MONDAY, 27 MAY 2013
... sector. He said that the training programs will help MFAA members establish a network of professionals, including financial planners, accountants and legal firms. "With the success of SMSF borrowing relying heavily on credit approval from lenders, it ...

Planning software not ready for FoFA opt-in hurdle

MARK SMITH  |  MONDAY, 27 MAY 2013
... recently published Midwinter Financial Services survey. For its FoFA Advice Impact Survey, Midwinter asked 320 financial planners from more than 70 licensees a number of questions aimed at gauging the planning industry's readiness for after the Future ...

Planner and investor concern hits three-year low

MARK SMITH  |  THURSDAY, 23 MAY 2013
... lowest point for over three years in February. Investment Trends conducted an in-depth study of 526 Australian financial planners and their attitude towards direct equities and SMAs. "We have been tracking both planner and investor concern levels since ...

Planner numbers drop on FoFA changes

ALICE URIBE  |  FRIDAY, 17 MAY 2013
Overall numbers of financial planners have dropped by 2% from a 2012 high point of 18,545 in 2012 according to recent Rainmaker research. According to the research there are currently 18,096 planners in Australia, with a loss of 450 from 2012. "On the ...

Suncorp Advice appoints practice development manager

MARK SMITH  |  THURSDAY, 16 MAY 2013
... business and introduce best practice procedures to improve the quality of advice they provide. He will also coach financial planners in maintaining professional standards and how to bring their businesses in line with fee-for-service and Freedom of Financial ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN  |   12:33PM
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA  |   11:56AM
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI  |   11:09AM
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA  |   12:20PM
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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