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Showing 9171 - 9180 of 18276 results for "Plan"

Life insurance losses drag AMP results

LAURA MILLAN  |  THURSDAY, 20 FEB 2014
... went from $13 million in FY12 to $37 million in FY13. Meller revealed that "group claims results were driven by one client plan, due for renegotiation in mid-year." "We are seeing small signs of improvement, but no quick sign of recovery," he said before ...

BT reveals post-awards strategy

JAMES FERNYHOUGH  |  THURSDAY, 20 FEB 2014
... pitch its MySuper product to at least 30,000 employers via Westpac's business bank should the government proceed with its plan to take superannuation out of modern awards. Vicki Doyle, head of corporate and retail super at BT, told Financial Standard ...

NAB named best private bank

HARRY PAGE  |  THURSDAY, 20 FEB 2014
National Australia Bank (NAB) Private Wealth, for the second year in a row, has been named the best private bank in Australia at the Asian Private Banker Awards for Distinction. The award was attributed to NAB's advisory services, relationship management ...

Sinodinos rules out LRBA review for SMSFs

ALICE URIBE  |  WEDNESDAY, 19 FEB 2014
Assistant Treasurer Arthur Sinodinos has ruled out a full review into limited recourse borrowing arrangements (LRBAs), but emphasised that licensing is necessary. Speaking at the 2014 SPAA SMSF National Conference in Brisbane today, Sinodinos said that ...

Planners not meeting SMSF trustee demands

JAMES FERNYHOUGH  |  WEDNESDAY, 19 FEB 2014
Financial planners still have a long way to go to meet the needs of self-managed super fund (SMSF) trustees, a new report has shown. The research, conducted by CoreData and jointly issued by the SMSF Professionals' Association of Australia (SPAA) and ...

FPA puts TASA back in the agenda

LAURA MILLAN  |  WEDNESDAY, 19 FEB 2014
The Financial Planning Association (FPA) is putting the Tax Agent Services Act (TASA) 2009 back on the advisers' agenda ahead of the implementation in July 1, 2014. The association has put together four webinars and a toolkit campaign that aim to educate ...

Not-for-profit investors value non-alignment: Hamilton

JAMES FERNYHOUGH  |  WEDNESDAY, 19 FEB 2014
Non-aligned financial planners and wealth managers can use their independence as a selling point with not-for-profit foundations, according to Will Hamilton, chief executive of Hamilton Wealth Management. Hamilton Wealth Management recently won its ...

Advisers to review privacy compliance

LAURA MILLAN  |  WEDNESDAY, 19 FEB 2014
Advisers have until March 12, 2014, to ensure their privacy compliance measures meet new privacy principles. The new Australian Privacy Principles require personal information to be handled in an open and transparent way, which means that financial ...

ASIC enhances whistleblower communication

LAURA MILLAN  |  WEDNESDAY, 19 FEB 2014
The Australian Securities and Investments Commission (ASIC) is taking steps to improve whistleblower communication and protection, one of the main concerns that prompted the Senate inquiry into the regulator's performance. ASIC chairman Greg Medcraft ...

Consumers safe under FoFA changes: former judge

MARK SMITH  |  WEDNESDAY, 19 FEB 2014
The best interests of consumers are not under threat from the Government's proposed changes to the Future of Financial Advice Reforms (FoFA), according to SMSF Professionals' Association of Australia (SPAA) patron Sir Anthony Mason. In his opening address ...