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Showing 9061 - 9070 of 18276 results for "Plan"

Count and SPAA partner to provide SMSF training

LAURA MILLAN  |  FRIDAY, 28 MAR 2014
Count Financial and the SMSF Professionals' Association of Australia (SPAA) have partnered to provide self-managed super fund (SMSF) specialised training and education to Count members. Count is encouraging its advisers to join SPAA by offering them ...

Murray inquiry should simplify investment tax structures

LAURA MILLAN  |  FRIDAY, 28 MAR 2014
The financial systems inquiry should be focusing on simplifying Australia's tax structure to encourage foreign investment, Minter Ellison partner Richard Batten said. The law firm will send a submission to the Murray inquiry that will stress the need ...

FoFA uncertainty presents good buying opportunity

JAMES FERNYHOUGH  |  THURSDAY, 27 MAR 2014
The uncertainty over the regulation of financial advice over recent years has presented small cap investors with a good buying opportunity, according to NovaPort Capital portfolio manager Sinclair Currie. After weeks of continued debate over the Future ...

AFA finds FoFA debate "surprising"

LAURA MILLAN  |  THURSDAY, 27 MAR 2014
The Association of Financial Advisers (AFA) has expressed disappointment at the freeze of the Future of Financial Advice (FoFA) amendment regulations and finds it surprising that such "sensible and pragmatic amendments" have generated controversy among ...

Australian investors optimistic of hitting financial goals

MARK SMITH  |  THURSDAY, 27 MAR 2014
... will continue to do well in 2014, and offer the best equity returns over the next 10 years. A third of Australian investors plan to increase their investment, or begin investing, in real estate this year. In terms of fixed income, 50% and 46% of investors ...

We did a "pretty good job" in CBA planning case: ASIC

LAURA MILLAN  |  WEDNESDAY, 26 MAR 2014
The Australian Securities and Investment Commission (ASIC) commissioner Greg Tanzer believes that the regulator "did a pretty good job" in dealing with the Commonwealth Financial Planning (CFP) case that prompted a Senate inquiry into the overall performance ...

Guardian launches referral network strategy guide

JAMES FERNYHOUGH  |  WEDNESDAY, 26 MAR 2014
Suncorp-owned dealer group Guardian Advice has launched a new strategy guide aimed at helping its advisers build a "robust" referral network. The 'Centres of Influence' (COI) guide offers guidance on areas such understanding the motivators of referral ...

Gen Y getting the income stream message

JAMES FERNYHOUGH  |  WEDNESDAY, 26 MAR 2014
... welcomed the news that they are thinking about super earlier. "This is an encouraging sign as it will give them more time to plan for an adequate retirement."

Industry pushes for more consumer protection under FoFA

LAURA MILLAN  |  TUESDAY, 25 MAR 2014
The financial services industry has welcomed the Finance Minister Mathias Cormann's decision to temporarily freeze the amendments to the Future of Financial Advice (FoFA) legislation, which some stakeholders believe will lead to increased consumer protection. ...

FoFA regulations paused, but legislation will go ahead

JAMES FERNYHOUGH  |  TUESDAY, 25 MAR 2014
The plan to freeze the Future of Financial Advice (FoFA) amendments applies only to the regulatory changes, Senator Cormann's office has confirmed. The government has already introduced the amendments as legislation, and the process is underway. However ...