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Showing 8551 - 8560 of 18276 results for "Plan"

RG146 "insufficient" on tax education: IPA

LAURA MILLAN  |  THURSDAY, 16 OCT 2014
The Institute of Public Accountants (IPA) said that the current education requirements for advisers on taxation law are insufficient and expressed concern at the exemption for advisers who belong to a professional association. "One semester unit of ...

Adviser Ratings website to launch paid options

LAURA MILLAN  |  THURSDAY, 16 OCT 2014
The Adviser Ratings website, which allows consumers to rate their financial planners for free, will launch paid services for advisers and consumers in the future. "We are looking at value-added services down the track; advisers and consumers will be ...

Smileys Scholarship applications close tomorrow

STAFF REPORTER  |  THURSDAY, 16 OCT 2014
Calling all financial advisers - this is your chance to be a guest editor or have your practice profiled in our FS Advice magazine - online submissions for our social media scholarship take less than 15 minutes but you need to beat tomorrow's deadline. ...

Count launches new online tool

MARK SMITH  |  THURSDAY, 16 OCT 2014
... advice to clients before the July 2016 deadline. The new tool, which launched on 13 October, helps users to understand, and plan for, the steps required to make the transition to the licensed framework. It also allows accountants to plot these steps ...

NAB confirms final pricing for Great Western IPO

MARK SMITH  |  THURSDAY, 16 OCT 2014
... representation from a broad range of quality investors with the book well covered. We are now on our way towards executing our plan to sell 100% of GWB." NAB has also granted the underwriters a 30-day option to purchase up to an additional 2.4 million ...

AFA crowns Adviser and Practice of the Year

ALICE URIBE, LAURA MILLAN  |  WEDNESDAY, 15 OCT 2014
Complete Financial Balance has been named the first AFA Practice of the Year and Dartnall Advisers' principal and senior adviser Eleanor Dartnall has been crowned Adviser of the Year. Sponsored by Zurich, the awards were presented at a gala dinner at ...

CFS adds annuities to platforms

JAMES FERNYHOUGH  |  WEDNESDAY, 15 OCT 2014
Challenger and CommInsure annuities will soon be available on Colonial First State's retail platforms FirstChoice and FirstWrap. The annuity products will be added to the two platforms in mid-2015. It will be the first time an annuity product is made ...

FPA appoints new CRC Chair, rolls out education standards

STAFF WRITER  |  WEDNESDAY, 15 OCT 2014
The Financial Planning Association of Australia (FPA) has appointed a new Chair of its Conduct Review Commission (CRC) and rolled out a proposed Education and Professional Standards Framework to the Parliamentary Joint Committee (PJC) Inquiry. The FPA ...

AFA awards Joe Nowak for "a lifetime of contribution"

LAURA MILLAN  |  TUESDAY, 14 OCT 2014
The Association of Financial Advisers (AFA) has awarded the Michael Murphy Award to Joe Nowak for "a lifetime of contribution" to the association and to the advice industry. AFA chief executive Brad Fox said that "Joe's commitment to his clients, his ...

Labor considers ban on insurance commissions

LAURA MILLAN  |  TUESDAY, 14 OCT 2014
The Labor Party will consider introducing a ban on life insurance adviser commissions into its policy platform in response to last week's damning report on life risk advice from the Australian Securities and Investments Commission (ASIC). Speaking at ...