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Showing 9051 - 9060 of 18276 results for "Plan"

ASFA and AIST push for tighter regulation of SMSFs

JAMES FERNYHOUGH  |  WEDNESDAY, 2 APR 2014
Two of the major superannuation industry bodies have used their submissions to the Financial System Inquiry to call for tighter regulation of the self-managed superannuation funds (SMSF) sector. Both the Association of Superannuation Funds of Australian ...

Investec offers reduced interest rates to adviser's home loan

LAURA MILLAN  |  WEDNESDAY, 2 APR 2014
Investec has developed a tailored home loan offer for financial advisers and is offering them reduced interest rates. After six years of developing products for advisers' clients, Investec is now targeting the advisers themselves. "Over the past six ...

Praemium upgrades CRM planning software

LAURA MILLAN  |  WEDNESDAY, 2 APR 2014
Praemium has upgraded its WealthCraft CRM and financial planning software to the cloud-based Microsoft Dynamics CRM platform. The new user-friendly interface allows users to perform their usual business and financial planning tasks in one place. The ...

US retirement assets reach US$23tr

ALEX DUNNIN  |  WEDNESDAY, 2 APR 2014
The US retirement assets market reached a stellar US$23 trillion at end 2013, up 16% through the year. But while the figure, at roughly 14 times the amount in the Australian superannuation system, seems astronomical. It is actually corresponds similarly ...

Better than good

BENJAMIN ONG  |  WEDNESDAY, 2 APR 2014
Up, up, markets are up. Over the past 24 hours, like any other 24 hours, financial markets were treated to a mix of stats/surveys/news that were either better, worse or in line with their expectations. We've gotten all possible combinations and permutations ...

Margin lending through advisers shrank in 2013

LAURA MILLAN  |  TUESDAY, 1 APR 2014
Margin lending loans sold through financial advisers shrank in 2013 by 7%, while the broker channel is poised for growth over the next 12 months. The Investment Trends December 2013 Margin Lending Broker Report found that the margin lending industry ...

CBA asks Murray inquiry to remove super from awards

LAURA MILLAN  |  TUESDAY, 1 APR 2014
Commonwealth Bank (CBA) is asking the Financial Systems Inquiry to remove super from awards and to amend legislation so employers can select any MySuper product as the default fund for their employees. In a submission to the Murray inquiry, CBA said ...

Industry heralds government capital recycling plan

MARK SMITH  |  MONDAY, 31 MAR 2014
An agreement between the federal and state governments to incentivise asset sales which have the potential to boost the economy has been welcomed by the superannuation industry. The federal government wants to encourage states to sell businesses and ...

Cbus first industry fund to get Lonsec rating

MARK SMITH  |  MONDAY, 31 MAR 2014
Cbus Super has received a 'Recommended' rating from retail ratings house Lonsec, a first for an industry superannuation fund. Lonsec has assigned the rating to all Cbus investment options including the Cbus default option -- Cbus Growth (Cbus MySuper) ...

PROFILE: Westpac GM of bank financial planning

JAMES FERNYHOUGH  |  MONDAY, 31 MAR 2014
As Mike Chesworth celebrates his 35th anniversary at Westpac, the general manager of bank financial planning looks back at a remarkably varied career in Australia's oldest bank. James Fernyhough reports. Mike Chesworth is an endangered species: he has ...