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Showing 7921 - 7930 of 18128 results for "superannuation"

Optimo launches free robo strategy platform

KERRIE SYDEE  |  WEDNESDAY, 14 SEP 2016
... Online will allow advisers to deliver comprehensive strategic financial advice to clients in areas such as tax, superannuation, family tax benefits and the age pension. To do so Optimo Pathfinder Online uses an algorithm developed by Optimo Financial's ...

ASIC hands down more permanent bans

JAMIE WILLIAMSON  |  WEDNESDAY, 14 SEP 2016
... between 4 February 2011 and 31 July 2014 Panganiban advised 49 clients who held risk insurance through their AMP superannuation fund to cease those existing policies and replace them with new AMP policies, without consideration of the client's best interests ...

CIPR discussion paper by year's end

DARREN SNYDER  |  WEDNESDAY, 14 SEP 2016
... be released by year's end. Treasury retirement income policy division head, Jenny Wilkinson, told the Australian Superannuation Investment conference in Cairns the discussion paper will outline a CIPR objective and how Treasury believes trustees should ...

Keep super ship steady in rocky markets: CIO

DARREN SNYDER  |  WEDNESDAY, 14 SEP 2016
Kinetic Super chief investment officer Paul Kessell is encouraging superannuation investors not to act rashly in the wake of jittery share markets. Following a loss of more than 2% during Monday's trading on the ASX, investors may question whether share ...

SMSF investors not all in property

DARREN SNYDER  |  WEDNESDAY, 14 SEP 2016
A new industry survey has found about 84% of investors hold their properties outside a self-managed superannuation fund, and more than 70% remain bullish about residential real estate. The Property Investor Sentiment Survey, prepared by the Property ...

Unlicensed property investor jailed for six years

ALEX BURKE  |  TUESDAY, 13 SEP 2016
... by, in ASIC's words, persuading investors to "refinance their homes and/or establish SMSFs and then invest their superannuation in the developments." Through this, Patrick raised over $600,000 from 14 investors. ASIC also said these funds were not used ...

Rice Warner strengthens team

DARREN SNYDER  |  TUESDAY, 13 SEP 2016
... industry consultant is Andrea McDonnell. She has more than 30 years' of consulting experience in the insurance, superannuation and employee benefits industries. McDonnell will take an active role at Rice Warner in providing advice to employers and superannuation ...

Rethinking risk through goals-based investing

ALEX BURKE  |  TUESDAY, 13 SEP 2016
... needs. In fact, Committee for Sustainable Retirement Incomes (CSRI) chief executive Patricia Puscuzzo believes that superannuation itself is too heavily-geared towards building wealth rather than drawing down on it - and this is despite the government ...

$1.6 million cap will not derail retirement

DARREN SNYDER  |  MONDAY, 12 SEP 2016
Analysis from actuarial consultants Milliman shows there are good signs the proposed $1.6 million superannuation tax-free threshold in retirement will deliver a comfortable lifestyle within average life expectancy. The analysis suggests there is a 94% ...

Pitcher Partners enters into joint venture

ALEX BURKE  |  MONDAY, 12 SEP 2016
... and every individual requirement." MBS Insurance partner Kris Mason said the new partnership was also useful for superannuation clients, many of whom, he argued, "are simply not aware of the terms and conditions of their fund that can be changed by the ...