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Showing 7441 - 7450 of 21776 results for "Dec"

Planners heed SMSF risk warning

JAMIE WILLIAMSON  |  FRIDAY, 29 NOV 2019
Are you effectively communicating the importance of diversification to your SMSF clients? Delegates have been warned how to avoid triggering the ATOs radar. Aaron Dunn, who is the chief executive of Smarter SMSF, has provided an update on SMSF regulation ...

Planners can prevent financial abuse

ELIZABETH MCARTHUR  |  FRIDAY, 29 NOV 2019
At the FPA Professionals Congress speakers who specialise in protecting vulnerable, elderly and disabled people from financial abuse shared how planners can be part of the solution. Anne McGowan, chief executive of Protecting Seniors Wealth, started ...

Don't over-interpret OECD super fee figures

HARRISON WORLEY  |  FRIDAY, 29 NOV 2019
Rainmaker's research head is calling for the superannuation industry to avoid over-interpreting OECD figures indicating Australia's retirement saving system is cheap, as debate breaks out. Alex Dunnin, Rainmaker executive director of research and compliance ...

Chief economist update: Lower rates still fail to animate

BENJAMIN ONG  |  FRIDAY, 29 NOV 2019
Uh-oh...we might be getting in trouble now. Not only are Australian households not lifting their spending despite the drop in the official cash rate to a record low 0.75% but it's looking a lot like businesses aren't too. The Australian Bureau ...

How it can all go wrong

KANIKA SOOD  |  THURSDAY, 28 NOV 2019
In the most-talked about session on the FPA Congress program, former Queensland adviser James Cribb sat down with his lawyer Rhett Das to explain how he came to be banned and what he wishes he'd done differently. In July last year, Cribb was banned ...

CommInsure cops $700k hawking fine

HARRISON WORLEY  |  THURSDAY, 28 NOV 2019
CommInsure has been fined $700,000 after pleading guilty to hawking offences. The Colonial Mutual Life Assurance Society - a Commonwealth Bank subsidiary trading as CommInsure - has been convicted of 87 counts of offering to sell insurance products ...

Industry's Best of the Best celebrated

HARRISON WORLEY  |  THURSDAY, 28 NOV 2019
Leading wealth management organisations have been celebrated in Money magazine's Best of the Best Awards for 2020. Australia's longest-running and most-read personal finance magazine handed out more than 100 awards to leaders in the financial ...

Westpac gives investors an out

HARRISON WORLEY  |  THURSDAY, 28 NOV 2019
Westpac has opened the exit door for share purchase plan investors caught unaware by AUSTRAC's action against the bank. Following discussions with corporate regulator ASIC, Westpac has opted to provide a withdrawal option for applicants to its share ...

New social network for advisers

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
A new peer-to-peer online forum for financial planners has launched in response to the need for community in a period of immense change for the profession. Introduced by the Financial Planning Association of Australia at the 2019 FPA Congress, the FPA ...

Active fixed income funds review fees

KANIKA SOOD  |  WEDNESDAY, 27 NOV 2019
Fund managers of active fixed income strategies are rethinking their pricing as financial advisers and institutional investors drive a harder bargain in a lower-returning world, and new retail opportunities beckon. Several fixed interest giants, including ...