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Showing 7431 - 7440 of 9822 results for "Advisers"

Macquarie partners with Class Super for SMSF offering

ELISE BURGESS  |  MONDAY, 30 JAN 2012
SMSF trustees and advisers will now have access to a new low cost investment offering of selected ASX-listed securities after a joint initiative by Macquarie Specialist Investments and Class Super. Available now, self-managed superannuation fund (SMSF) ...

Suncorp Life combines life risk, super and investments

CLAIRE MCGREAL  |  FRIDAY, 27 JAN 2012
... executive general manager of Suncorp Life New Zealand, the new unit will give further support to independent financial advisers, the company said. Product and service also includes pricing, claims, underwriting, administration, call centre and reinsurance ...

FOFA 'unclear' on legal position of advisers

MELANIE TIMBRELL  |  FRIDAY, 27 JAN 2012
Advisers will need to have a clear understanding of the perimeters of client contracts under FOFA, said one expert in response to concerns from industry bodies that opt-in could expose advisers to litigious action from clients who failed to return paperwork. ...

ASIC questioned over new powers

ELISE BURGESS  |  WEDNESDAY, 25 JAN 2012
... said the latest survey has shown disappointingly high levels of poor quality advice. "There was a consistent failure by advisers to talk to clients about what they can realistically fund out of their retirement savings, for example only a few undertook ...

AMP: FOFA needs a rigorous stocktake

CLAIRE MCGREAL  |  TUESDAY, 24 JAN 2012
... underlying concerns, including the "rushed" nature of the Bill, which he said would have a detrimental effect on customers and advisers. AMP, which has the largest aligned dealership network in the country, also maintained that the legislation in its ...

Annual fee collation too complex: FPA to PJC

MELANIE TIMBRELL  |  TUESDAY, 24 JAN 2012
... Rantall said the fee disclosure requirement was too prescriptive and complex and would add to costs and inefficiency for advisers. "I'm a big believer in identifying the problem you're trying to solve and I'm not sure we've got a problem that needs to ...

FOFA moderate and reasonable: ISN

CLAIRE MCGREAL  |  TUESDAY, 24 JAN 2012
... legislation would cost the industry thousands of jobs. Reports today point to comments from Association of Financial Advisers (AFA) chief Richard Klipin, who warned that as many as 35,000 jobs were on the line in the coming years once the changes trickled ...

PJC concedes FOFA amendment may be warranted

MELANIE TIMBRELL  |  TUESDAY, 24 JAN 2012
... Vamos said. Vamos additionally expressed concerns about current wording of the bill and its potential restriction on advisers giving fully scoped advice to a client wanting advice purely in one area, such as insurance. "The ability to agree on the scope ...

FOFA heats up competition for planners

ELISE BURGESS  |  TUESDAY, 24 JAN 2012
... professions, consolidation and the desire to achieve scale may be a necessary outcome of FOFA and as many experienced advisers exit the industry over the next few years, the loss of skills and experience will likely force many practices to merge or acquire ...

SMSFs shift focus to property

ELISE BURGESS  |  TUESDAY, 24 JAN 2012
... holdings trusts for asset purchases and the GST concern with regular adviser reviews recommended. "Trustees and/or their advisers need to connect the inflows and outflows to the internal rate of return calculation - for example, concessionally taxed ...