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Showing 8961 - 8970 of 18276 results for "Plan"

Safer sex? Women take less risk than men

MARK SMITH  |  THURSDAY, 15 MAY 2014
... influenced by cultural factors. "Financial advisers must consider the risk tolerance of each person in developing a financial plan and deciding on suitable investments. Each should complete their own risk tolerance test. Any differences need to be resolved ...

Queensland advice firm falls foul of regulator

MARK SMITH  |  THURSDAY, 15 MAY 2014
ASIC has accepted an enforceable undertaking (EU) from Queensland-based financial services firm LCL Capital after it found failings in the way the companyA monitored and supervised its advisers. ASIC's investigation came after a review of the advice ...

Cuts to ASIC and ATO push industry to self-regulation

LAURA MILLAN  |  WEDNESDAY, 14 MAY 2014
Budget cuts to the Australian Securities and Investments Commission (ASIC) and the Australian Taxation Office (ATO) will force the industry to rely more on self-regulation. The budget is contemplating cuts of $142.8 million over the next three years ...

S&P Dow Jones appoints head of Australia and NZ

JAMES FERNYHOUGH  |  WEDNESDAY, 14 MAY 2014
S&P Dow Jones Indices has appointed Daphne van der Oord as its new head of Australia and New Zealand. SPDJI has also appointed a senior director of channel management in shape of ASX's Jonathan Morgan. The two appointments are part of a move to expand ...

Masseurs Tony and Joey

BENJAMIN ONG  |  WEDNESDAY, 14 MAY 2014
Phew! Well that wasn't so bad after all. Yes Virginia, if you didn't fall asleep listening to Treasurer Joe Hockey's budget speech last night - mainly because most of the measures Joey mentioned were already drip-fed to us days in advanced - you'll ...

Budget forces advisers to rethink tax, retirement strategies

LAURA MILLAN  |  TUESDAY, 13 MAY 2014
Financial advisers will have to review their clients' tax and retirement strategies, following the release of the 2014 budget. Treasurer Joe Hockey confirmed that the Age Pension eligibility age will rise to 70 by 2035 and he said that the government ...

Budget speech 2014 -15

... defence spending to two per cent of GDP within a decade and by the middle of next year the Government will have a new strategic plan for the defence of the nation. In the meantime the Government has already taken strong and decisive action to restore ...

Businesses offered $10k to hire over-50s

JAMES FERNYHOUGH  |  TUESDAY, 13 MAY 2014
Businesses will be paid $10,000 for employing workers over 50, the government is expected to announce in this evening's budget. The initiative will go alongside a staggered rise in the Age Pension eligibility age, reaching age 70 by 2035. Under the ...

FPA appoints former NAB Wealth exec

JAMES FERNYHOUGH  |  TUESDAY, 13 MAY 2014
The Financial Planning Association (FPA) has appointed Tom Reddacliff to the new role of general manager, member growth and marketing. Reddacliff moves to the FPA after many years at the National Australia Bank group, holding positions both at NAB and ...

Count awards advisers in Shanghai conference

LAURA MILLAN  |  TUESDAY, 13 MAY 2014
Count Financial has given awards to ten accountants and advisers during its annual conference, held this year in Shanghai. The awards recognised financial advice quality and good client outcomes within the different practices. The Member Firm of the ...