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Showing 7291 - 7300 of 18271 results for "Plan"

Female planner tops CFP program

KERRIE SYDEE  |  WEDNESDAY, 22 JUN 2016
The Financial Planning Association (FPA) has named Claire McGregor as the winner of the fifth Gwen Fletcher Memorial award, the fourth female planner to be awarded the accolade. McGregor, of Elston Partners, has been advising for four years and received ...

Lost super campaigns have much further to go

MARK SMITH  |  TUESDAY, 21 JUN 2016
Despite engagement campaigns by numerous super funds helping members unearth lost super, $13.5 billion across 1.289 million accounts still remains in limbo, according to figures released by Westpac. In its 2016 Westpac Lost Super Report, the bank said ...

Indigenous super event expands to Melbourne

MARK SMITH  |  TUESDAY, 21 JUN 2016
... Super Day out is a free Indigenous community event designed to encourage First Australians to think about their future and plan for their retirement. Superannuation experts will be on hand to give attendees advice and support. The Big Super Day Out will ...

CalPERS appoints interim CEO

DARREN SNYDER  |  TUESDAY, 21 JUN 2016
The California Public Employees' Retirement System (CalPERS) has appointed an interim chief executive as it continues the search for a new leader. Stepping in to the interim chief executive role is CalPERS' deputy executive officer for operations and ...

Synchron appointment looks to the future

KERRIE SYDEE  |  MONDAY, 20 JUN 2016
... manager, who will slowly take over director Don Trapnell's role over the next five to six years. Both Trapnell and Prossor plan to remain with Synchron as non-executive directors following the transition. Speaking with Financial Standard, Trapnell said ...

Topdocs extends ABN and TFN automation

MARK SMITH  |  MONDAY, 20 JUN 2016
Following on from its automation of the Australian Business Number and Tax File Number application process for SMSFs, Topdocs has now extended the time saving feature to companies and trusts in what it says is an industry first. With over 200,000 companies ...

Queensland super funds become public offer

DARREN SNYDER  |  MONDAY, 20 JUN 2016
Queensland government superannuation funds QSuper and LGIAsuper will have their membership open to the general public from 30 June 2017, following legislation introduced in the state's parliament last week. Announcing the legislative amendments on Thursday ...

Last chance to register for the MAX Awards

MARK SMITH  |  FRIDAY, 17 JUN 2016
The deadline is fast approaching to register for attendance at the MAX Awards. The MAX Awards recognise achievers and innovators in marketing, advertising and sales excellence across the investment management, superannuation, insurance and financial ...

Challenger, AMP come out on top in difficult managed funds year

ALEX BURKE  |  THURSDAY, 16 JUN 2016
... Challenger were the only wholesale fund managers to report any significant growth in the March 2016 quarter, according to Plan for Life research. On a quarterly basis, the wholesale funds sector fell 3% during the March quarter. Annually, the wholesale ...

AMP Capital determined to keep China fund open

ALEX BURKE  |  THURSDAY, 16 JUN 2016
... unitholders with the option to receive 100% of annual distribution in cash through an adjustment to dividend reinvestment plan rules. Other posited enhancements, to be put to the extraordinary general meeting on July 28, include offering unitholders ...