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Showing 721 - 730 of 1907 results for Laura Millan

Kate McCallum wins AFA Female Excellence in Advice Award

LAURA MILLAN  |  TUESDAY, 14 OCT 2014
The Association of Financial Advisers (AFA) has awarded the Female Excellence in Advice Award to Multiforte Financial Services adviser Kate McCallum. The award, in partnership with TAL, seeks to focus attention on financial advice as an excellent career ...

AFA announces new directors

LAURA MILLAN  |  SUNDAY, 12 OCT 2014
The AFA approved a new board of directors during the annual general meeting yesterday and announced that current AFA national president Michael Nowak will hand over to former AFA treasurer Deborah Kent. Kent will hold the role of AFA president for two ...

AFA presents renewed strategy and Narrative

LAURA MILLAN  |  SUNDAY, 12 OCT 2014
AFA chief executive Brad Fox set the scene for this year's Conference in Cairns unveiling the 'AFA Narrative', a redesigned strategy built around the concepts of market health, advice culture, regulation, public perceptions and advice factors. "We've ...

Remove adviser double tax: AFA

LAURA MILLAN  |  SUNDAY, 12 OCT 2014
Self-employed financial advisers licensed through a dealer group risk being taxed twice under the current state payroll tax, the Association of Financial Advisers (AFA) told delegates at its annual conference in Cairns. The AFA will lobby for an exemption ...

FEATURE: Big data and financial services

LAURA MILLAN  |  FRIDAY, 10 OCT 2014
... Australia's financial services industry is at the forefront of this trend. In many others, there is still much work to do, Laura Millan writes. Big data is the new buzzword in financial services. Suddenly, business gurus are talking with enthusiasm about ...

Accountant pays $10,000 fine for $100,000 fraud

LAURA MILLAN  |  FRIDAY, 3 OCT 2014
A former Perth company director will have to pay a $10,000 fine after inducing a 70-year-old investor to give his business a cheque for $100,000 and then using it for his own purposes. Andy Kay Hooi Lim saw his 12 months jail sentence wholly suspended ...

Poor advice forces changes to SMSF practice

LAURA MILLAN  |  THURSDAY, 2 OCT 2014
A self-managed super fund (SMSF) advice business has been forced to improve its advice processes over concerns that it was providing poor advice to clients. Melbourne-based Interprac Financial Planning agreed to address concerns from the Australian ...

Coalition secures PUP support on FoFA vote

LAURA MILLAN  |  THURSDAY, 2 OCT 2014
The Coalition defeated a Labor motion to disallow the changes to the Future of Financial Advice (FoFA) legislation after it secured the support from Palmer United Party (PUP) and other crossbench Senators. Labor Senator Sam Dastiary's attempt to disallow ...

PROFILE: AMP SMSF managing director Natasha Fenech

LAURA MILLAN  |  THURSDAY, 2 OCT 2014
... years in financial services and, most recently, as AMP self-managed super fund (SMSF) business' managing director, Laura Millan reports. Fenech learnt the most valuable lesson of her career shortly after finishing her Bachelor of Economics and Mathematics ...

RBA should take action on negative gearing: AUI

LAURA MILLAN  |  WEDNESDAY, 1 OCT 2014
The Reserve Bank of Australia should take action to address the current distortions over investment housing and negative gearing, Australian Unity Investments (AUI) chief executive David Bryant said. Bryant argued that addressing the issues around negative ...