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Showing 7511 - 7520 of 18273 results for "Plan"

Advisers have assets test top of mind

DARREN SNYDER  |  WEDNESDAY, 9 MAR 2016
Changes to the Age Pension assets test are top of mind for retirement-focused financial advisers according to the latest data from Challenger. Although test changes affecting Age Pension eligibility will come in to effect from 1 January 2017, Challenger's ...

Clients asking planners for margin loans

MARK SMITH  |  TUESDAY, 8 MAR 2016
Almost a third of planners (31%) who recommended a margin loan in 2015 said the loan was instigated by the client, according to new research by Investment Trends, up from 21% in 2014. In its eleventh year, the 2015 Margin Lending Planner Report is an ...

QSuper takes industry leap with retirement incomes

DARREN SNYDER  |  TUESDAY, 8 MAR 2016
... allocation of tax. By splitting the assets, QSuper can take advantage of tax concessions that apply to an Allocated Pension Plan. Pennisi said the innovation was made possible by returning funds which had been set aside for future tax payable, to members ...

Future Generation LIC appoints CEO

DARREN SNYDER  |  TUESDAY, 8 MAR 2016
... government and private sectors. In her new role Walsh will receive remuneration of $100,000 per annum with no long term incentive plan. She will be employed by Wilson Asset Management to work on the Future Generation companies and other charitable endeavours. ...

SMAs driving growth at fund manager Altair

MICHELLE BALTAZAR  |  MONDAY, 7 MAR 2016
Australian shares and income fund manager Altair Asset Management are seeing more demand for its managed accounts solutions, signing two major planning groups in recent months and close to wrapping up one other. Founder and chief investment officer ...

Retirement income goal would solve super's issues: CSRI

DARREN SNYDER  |  MONDAY, 7 MAR 2016
... short-term budgetary and political positioning over superannuation threatens to put off even an effective long-term reform plan for Australia's retirement income system. Pascuzzo said there is no silver bullet but a package of measures is needed "if ...

AZ NGA acquires third CBA practice

ALEX BURKE  |  FRIDAY, 4 MAR 2016
AZ Next Generation Advisory has acquired its third CBA-aligned practice. Wealthwise was established in 1986 by Jamie and Sheila Luxton, has $380 million in funds under advice and employs 32 staff, including 14 advisers, six paraplanners and nine client ...

T+2 settlement arrives on Monday

DARREN SNYDER  |  FRIDAY, 4 MAR 2016
From Monday both the Australian and New Zealand securities exchanges will roll out T+2 settlement periods, meaning share market trades will settle one business day earlier than the current three day process. The move is expected to align both countries ...

BT awarded Life Company of the Year

DARREN SNYDER  |  FRIDAY, 4 MAR 2016
BT Financial Group has been awarded 2015 Life Company of the Year at a ceremony hosted by Plan for Life and the Association of Financial Advisers in Sydney last night. BTFG collected three of 13 awards on offer, also winning the Income Protection Award ...

SEC to run ad campaign promoting online consumer adviser checks

ALEX DUNNIN  |  FRIDAY, 4 MAR 2016
The US Securities and Exchanges Commission (SEC) is stepping up its campaign to encourage retail investors to check the credentials of financial advisers. Later this year the SEC will be launching an updated version of its consumer campaign to remind ...