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Showing 931 - 940 of 1323 results for "Stage 1"

Midwinter puts planning software into the cloud

LAURA MILLAN  |  WEDNESDAY, 29 MAY 2013
Midwinter has integrated all its planning tools into the Advice Operating System (AdviceOS), software that planners can access from the cloud. The software is fully compliant with Future of Financial Advice (FoFA) regulations and includes client engagement ...

Super funds need low volatility shares for pension portfolios

MARK SMITH  |  MONDAY, 27 MAY 2013
Superannuation members in the post-retirement phase should have exposure to lower volatility, income paying stocks, according to Investors Mutual investment director Anton Tagliaferro. Traditional investment theory dictates that as investors grow older ...

ATO release another SMSF self help guide

ALEX DUNNIN  |  FRIDAY, 17 MAY 2013
Reflecting the rise and rise of self directed self-managed superannuation fund (SMSF) investors, the Australian Taxation Office (ATO) has issued a publication aimed at explaining to SMSF trustees the rules around how they can pay benefits from their ...

Super industry urged to increase transparency: ASFA

JAMES FERNYHOUGH  |  MONDAY, 13 MAY 2013
Pauline Vamos, chief executive of the Association of Superannuation Funds of Australia (ASFA), has urged the superannuation industry to think about its position as a "compulsory business", and how this may affect client perception. Speaking at the Financial ...

Vale William Mahoney

STAFF WRITER  |  FRIDAY, 3 MAY 2013
William Mahoney, who helped build Connecticut- based Bridgewater Associates into one of the world's most successful hedge funds, passed away on Tuesday, April 30 at the age of 55. Charles Ruffel, former equity partner and early fundraiser for Bridgewater ...

Women don't trust financial advisers: research

LAURA MILLAN  |  FRIDAY, 3 MAY 2013
Women have little trust in financial advisers and have raised concerns about "product pushing," preliminary results of research about how women manage money have revealed In the first stage of the research, professor Roslyn Russell from RMIT University ...

Basel III to see banks focus on longer-term depositors

MARK SMITH  |  THURSDAY, 2 MAY 2013
The requirement to match assets and liabilities under new regulatory proposals will see Australian banks move to a model where customers owning more products, according to ING DIRECT's executive director distribution Lisa Claes. Although the final details ...

MySuper draft regs released for consultation

ALEX DUNNIN  |  WEDNESDAY, 1 MAY 2013
MySuper product providers will be required to disclose investment risk and the dollar value of fees and their investment performance under proposed regulations released by the government. The government's draft MySuper regulations released today, outline ...

Market Wrap PM

MARK SMITH  |  WEDNESDAY, 24 APR 2013
The Australian market has opened higher, led by industrial stocks with exposure to the US and the major banks heading into reporting season. IG Markets chief market strategist Evan Lucas said there were gains across the board at opening despite trading ...

APRA warns licensees warning about 3 day rollovers

ALEX DUNNIN  |  MONDAY, 22 APR 2013
The Australian Prudential Regulation Authority (APRA) has today written to RSE licensees advising them of their new obligations to process rollovers within three days and use the Australian Taxation Office (ATO) developed SuperTIC service as their means ...