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Showing 741 - 750 of 1553 results for "Technical"

FPA recognises industry excellence

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
... award. Meanwhile, the first ever FPA Paraplanner of the Year Award was presented to Cynthia Sercombe of Tupicoffs for her technical excellence, dedication to quality and passion for providing pro-bono services. Also an inaugural winner, ipac Western ...

Reversionary pension and CGT changes supported

DARREN SNYDER  |  WEDNESDAY, 16 NOV 2016
... months to adjust their affairs for the new transfer balance cap are welcomed." SuperConcepts executive manager, SMSF technical and private wealth, Graeme Colley told a recent Challenger Financial Standard Technical Services Forum that the transitional ...

Advisers drive annuities growth

KERRIE SYDEE  |  TUESDAY, 15 NOV 2016
... asset test changes coming into effect January 2017. "More advisers are looking to partner with providers who have deep technical support and a range of product solutions to support their retiree clients," he said.

New advisers in need of extra training

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
... position. The course focuses on three key skill areas including relationship mastery, business acumen and advice and technical competence. Head of wealth at Partners Wealth Group George Hluchaniuk spoke to a number of advice practices who believe tertiary ...

Technical Services Forum shines light on leading specialists

ALEX BURKE  |  TUESDAY, 8 NOV 2016
Technical services managers from IOOF and ANZ took the scholarship awards for UNSW Retirement Planning and Aged Care courses at the final Challenger Financial Standard Technical Services Forum for 2016. Ling Wang and Rahul Sing, technical services managers ...

IRESS appoints new CTO from IOOF

ALEX BURKE  |  MONDAY, 7 NOV 2016
... will step down from the executive team and become chief architect at IRESS, working in a part-time role focused on the technical design and architecture of IRESS' systems and solutions. We are pleased to have retained David's skills and experience within ...

SMSFs combating low rates with hybrids

JAMIE WILLIAMSON  |  FRIDAY, 4 NOV 2016
... quarter, attributed largely to allocation to hybrid securities growing from 6.5% to 7%. SuperConcepts executive manager technical and strategic solutions Phil La Greca said trustees are seeking new income investments that deliver better returns as a ...

Advisers unsure on super contributions

JAMIE WILLIAMSON  |  FRIDAY, 4 NOV 2016
Adviser queries around non-concessional super contributions have doubled in the last month, according to BT Advice Technical's September quarter round-up. The report shows the questions most commonly asked by advisers over the quarter were in regards ...

SMSF trustees remain prudent investors

DARREN SNYDER  |  WEDNESDAY, 2 NOV 2016
... super are maintaining solid investment performance and managing portfolio diversification well. SMSF Association head of technical Peter Hogan said ATO statistics show that in four of the eight years from 2007 to 2014, SMSF returns outperformed all other ...

NGS inks deal with advice firm

JAMIE WILLIAMSON  |  FRIDAY, 7 OCT 2016
... customers. The new partnership will see a cost-effective and scalable service which is supported by strong compliance and technical services." NGS expects to have completed the implementation of Guideway's solution by early 2017.