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Showing 7821 - 7830 of 18273 results for "Plan"

August angst to September mourn

BENJAMIN ONG  |  WEDNESDAY, 2 SEP 2015
For a while there last week, it seemed the financial market storm has come and gone... and it was safe to go back into the risk waters. Financial markets are again in upheaval and fear is once more on the rise - the VIX index spiked 10.5% overnight ...

Best Practice Managed Accounts Forum 2015 registrations open

MARK SMITH  |  TUESDAY, 1 SEP 2015
Registrations are now open for the Financial Standard Best Practice Managed Accounts Forum 2015, which will be held in Sydney on October 8. The one-day professional learning program is designed to inform advisers and other attendees about how managed ...

Aberdeen launches $700m liquid alternatives fund

ALEX BURKE  |  TUESDAY, 1 SEP 2015
Aberdeen Asset Management has launched its $700 million Aberdeen Alternative Strategies Fund (AASF). By using what Aberdeen described as an "Undertakings for Collective Investment in Transferable Securities (UCITS) regulated investment structure," the ...

Accountants nearing SMSF exemption deadline

ALEX BURKE  |  MONDAY, 31 AUG 2015
Accountants will need an Australian financial services licence if they want to continue providing advice on establishing and winding up self-managed super funds after 1 July 2016. According to SMSF Association head of education services Liz Ward, some ...

Red tape being reduced for super funds

DARREN SNYDER  |  MONDAY, 31 AUG 2015
... condition. Currently, in many circumstances, super amounts must first be transferred to an account with a complying superannuation plan before being paid to an individual with a terminal medical condition. "This creates unnecessary red tape and delays ...

PROFILE: AvSuper chief executive Michelle Wade

DARREN SNYDER  |  MONDAY, 31 AUG 2015
... place to hide," Wade says. An interesting aspect of the fund includes members having concerns about securing their retirement plan with far less reliance on Centrelink. Wade says there is a lot of interest in making sure members have tax effective arrangements ...

Planners ready for Trowbridge

ALEX BURKE  |  MONDAY, 31 AUG 2015
Around 80% of planners are prepared to make changes to their business models should the Trowbridge recommendations be implemented, according to Investment Trends research. The June 2015 Planner Risk Report suggests most (roughly 75%) financial advisers ...

Fiducian reports growth after restructure

STAFF WRITER  |  FRIDAY, 28 AUG 2015
Fiducian net profit after tax grew 28% for the year to 30 June 2015, during which the financial planning group restructured and acquired a number of advice businesses. The group's profit was $5.7 million, up from $4.5 million the year before, while ...

Super funds act to reassure members

DARREN SNYDER  |  FRIDAY, 28 AUG 2015
Superannuation funds are reassuring members not to panic amidst global share market turbulence because it is unlikely to have significant impact over the long term. AustSafe Super chief executive Craig Stevens said regardless of what is happening in ...

Countplus profit hit by end of loyalty payments

MARK SMITH  |  THURSDAY, 27 AUG 2015
... directly into their existing businesses. Aris said that the three successful shared-equity buybacks under the direct equity plan demonstrate that Countplus' strategy of pursuing the shared-equity business model with member firms is meeting prevailing ...