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Showing 721 - 730 of 975 results for "Essential+"

New guide teaches social media best practice

MARK SMITH  |  MONDAY, 10 AUG 2015
Zurich Financial Services Australia has launched a series of case studies that promote best practice by financial advisers in the use of social media and digital marketing. The publication, the first of its kind for the industry, reflects the growing ...

Class partners actuarial certificate provider

MARK SMITH  |  MONDAY, 20 JUL 2015
Class, the company behind cloud-based SMSF tool Class Super, has partnered with actuarial certification firm Lime Actuarial. Actuarial certificates are generally required for SMSFs that pay a pension income stream and have an accumulation interest. ...

AIA renews commitment with SuperFriend

STAFF WRITER  |  TUESDAY, 14 JUL 2015
AIA Australia has renewed its partnership with Mental Health Foundation SuperFriend for five more years. SuperFriend is a national initiative that aims to improve the mental health and wellbeing of "all profit to member" superannuation fund members ...

Regulator clouding wealth management: PractiFI

DARREN SNYDER  |  THURSDAY, 9 JUL 2015
Weaknesses in outsourcing wealth management via cloud technology or shared computing services - as identified by the Australian Prudential Regulation Authority (APRA) - have sparked an impassioned response. On Monday APRA released an information paper ...

Adviser input key to super fund switch: report

LAURA MILLAN  |  THURSDAY, 9 JUL 2015
Financial planner input has become essential for a third of superannuation fund members who want to change funds, the latest Roy Morgan research revealed. The proportion of super fund members who seek advice from financial planners to switch their superannuation ...

Super fund members switching at record rates: research

DARREN SNYDER  |  MONDAY, 6 JUL 2015
Australians are paying attention to the superannuation conversation with new data showing super members are switching funds at a level not seen since 2010. Eleven per cent of super members switched funds last year, up from 9% in 2013. About 5% are intending ...

LGS and Intrust Super appoint J.P. Morgan as custodian

DARREN SNYDER  |  WEDNESDAY, 1 JUL 2015
A rapidly evolving investment climate has formed a major part in both Local Government Super (LGS) and Intrust Super reappointing J.P. Morgan to provide custodial services. LGS chief executive, Peter Lambert, said LGS was seeking a custody partner that ...

CommInsure annuities listed on CFS wrap platforms

LAURA MILLAN  |  TUESDAY, 30 JUN 2015
CommInsure annuities are now available via the FirstChoice and FirstWrap platforms as the provider aims to bring them to the broader consumer market. The move, which was revealed by Colonial First State in May, allows advisers to combine more than one ...

Cost cuts put research at risk

DARREN SNYDER  |  MONDAY, 29 JUN 2015
Concerns are mounting that the push to lower operating costs in reaction to FoFA and competitive pressures will drive wealth groups to keep pruning their research capabilities, driving clients to source third-party solutions or reduce the role of research ...

VicSuper and Challenger launch integrated super retirement product

DARREN SNYDER  |  THURSDAY, 11 JUN 2015
VicSuper has answered the Financial System Inquiry's call for superannuation trustees to introduce measures that will potentially protect members' longevity risk and improve efficiency in retirement. In conjunction with investment management firm Challenger ...