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Showing 9241 - 9250 of 18276 results for "Plan"

SPAA to use networking technology at conference

JAMES FERNYHOUGH  |  TUESDAY, 28 JAN 2014

Tarrant appeals AAT banning order

LAURA MILLAN  |  FRIDAY, 24 JAN 2014
Tarrants managing director Ross Tarrant has appealed the Administrative Appeals Tribunal (AAT) decision to ban him from providing financial services for seven years. Tarrant was sued by about 100 investors in the case of the Trio Capital fraud for ushering ...

Trio victims condemn Astarra director jail release

LAURA MILLAN  |  FRIDAY, 24 JAN 2014
The Victims of Financial Fraud (VOFF) have condemned the release of Astarra Asset Management former director Shawn Richard after two years and six months in prison. The organisation that represents the victims of the Trio Capital fraud have described ...

Risk Premium inflows up 9.6% in 2013

MARK SMITH  |  FRIDAY, 24 JAN 2014
Risk Premium inflows increased 9.6% year on year in the 12 months to 31 December, according to the latest figures from Plan For Life. AIA Australia led the way with inflows increasing by 20.1% during the year. BT / Westpac saw the second highest inflows ...

Li likes 7%, maybe 7.2%

BENJAMIN ONG  |  FRIDAY, 24 JAN 2014

Advisers should train to fight tax evasion: FPA

LAURA MILLAN  |  THURSDAY, 23 JAN 2014
The Australian Transaction Reports and Analysis Centre (AUSTRAC) should train financial advisers on identifying and avoiding cases of tax evasion and money laundering, the Financial Planning Association (FPA) said. The FPA general manager of policy ...

Appleyard defends free SMSF service

JAMES FERNYHOUGH  |  THURSDAY, 23 JAN 2014
CleverSuper head Chris Appleyard has defended his organisation's plans to launch a "free self-managed super fund [SMSF] service for every Australian." Yesterday Financial Standard reported that the SMSF Professionals' Association of Australia (SPAA) ...

Microequities AM appoints former Macquarie treasurer

HARRY PAGE  |  THURSDAY, 23 JAN 2014
Microequities Asset Management has appointed former Macquarie Group treasurer Craig Shapiro as a non-executive director. Shapiro has been in the financial services industry for over 25 year and spent 22 of them at Macquarie. Established in 2005 as an ...

Advisers and accountants clash over SMSFs

LAURA MILLAN  |  WEDNESDAY, 22 JAN 2014
Accountants are feeling challenged that they cannot set up self-managed superannuation funds (SMSF) without a license, at the same time advisers are struggling to gain clients' trust when it comes to SMSFs, Crowe Horwath head of SMSF and Superannuation ...

SPAA questions 'free lunch' SMSF service

JAMES FERNYHOUGH  |  WEDNESDAY, 22 JAN 2014
Free self-managed super fund (SMSF) start-up services may have hidden costs and catches, according the Graeme Colley of the SMSF Professionals' Association of Australia. SPAA's criticism comes after news that Clever Super intends to launch its free ...