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Showing 801 - 810 of 975 results for "Essential+"

Connections key to succession planning

LAURA MILLAN  |  THURSDAY, 25 JUL 2013
Having a good relationship clients and staff as well as good connections within the community are key when it comes the time to sell a financial planning business, Guardian Advice executive manager Simon Harris said. Speaking at an Association of Financial ...

AFA to release code of conduct this year

LAURA MILLAN  |  WEDNESDAY, 24 JUL 2013
The Association of Financial Advisers (AFA) will release a finalised code of conduct by the end of this year, the organisation revealed today. The AFA already released a draft code of conduct in July 2012 and has been waiting for the Australian Securities ...

Coalition confirms plans for FoFA amendments

LAURA MILLAN  |  TUESDAY, 9 JUL 2013
The Coalition has confirmed that it will amend the Future of Financial Advice (FoFA) regulation if it comes to power after the next federal elections. The Coalition has made public a 30 page document called "Policy to boost productivity and reduce regulation" ...

ISN welcomes new National Infrastructure Plan

JAMES FERNYHOUGH  |  WEDNESDAY, 3 JUL 2013
The Industry Super Network (ISN) has welcomed the release of Infrastructure Australia's National Infrastructure Plan, saying it will increase private investment opportunities in infrastructure - in particular for industry superannuation funds. The aim ...

Rubik launches COIN app

LAURA MILLAN  |  THURSDAY, 27 JUN 2013
Technology provider Rubik Financial has launched an iPad application that allows financial planners to access clients' portfolios directly from COIN software. Advisers can also update the personal details of existing clients, create new client groups ...

Government agrees to 12-month TASA exemption

LAURA MILLAN  |  THURSDAY, 20 JUN 2013
The government has agreed to extend the exemption for financial planners to become registered tax agents under the Tax Agent Services Act (TASA) bill. The current exemption will be extended to June 30, 2014 and there will be a three year transition ...

CBA launches MySuper compliant product

ALICE URIBE  |  MONDAY, 17 JUN 2013
The Commonwealth Bank (CBA) has targeted its small business and younger unadvised customers with the launch of a simple, low-cost superannuation offering. The product called, Essential Super, will be rolled out to CBA's customers from July 1, and is ...

Boardroom cloud tech eases organisational burden

MARK SMITH  |  THURSDAY, 13 JUN 2013
The Affiliation of Superannuation Practitioners (ASP), an alliance of ten funds and administrators, has adopted a new technology to simplify distribution of essential documents for board members. The cloud-based iqBoard app, produced by IQ Group, allows ...

First Super to take action over JPM governance concerns

MARK SMITH  |  FRIDAY, 10 MAY 2013
Australian superannuation fund First Super has expressed strong concerns at 'on-going governance issues' at JP Morgan and has resolved to take action at the annual general meeting. The $1.7 billion industry fund said it would contact its international ...

IFM expands direct investments team

ALICE URIBE  |  WEDNESDAY, 8 MAY 2013
Industry Funds Management (IFM) has expanded its direct investments group with the appointment of Ashley Barker as investment director. Barker will focus on identifying and executing investment opportunities for IFM's new direct investments business. ...