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Showing 9631 - 9640 of 18276 results for "Plan"

NTAA keen to establish referral relations with advisers

LAURA MILLAN  |  MONDAY, 5 AUG 2013
The National Tax Accountants Association (NTAA) said that the majority of its members want to continue to provide advice to self-managed superannuation funds (SMSF), and added that they are keen on establishing referral relations with financial planners. ...

Industry applauds ISN-FSC union

JAMES FERNYHOUGH  |  MONDAY, 5 AUG 2013
The industry has reacted positively to Thursday's joint announcement that the Industry Super Network (ISN) and the Financial Services Council (FSC) will form a union. Pauline Vamos, chief executive of the Association of Superannuation Funds of Australia ...

FSC denounces lost super threshold rise

JAMES FERNYHOUGH  |  MONDAY, 5 AUG 2013
The Financial Services Council (FSC) has denounced the government's plan to raise the threshold at which inactive superannuation account balances can be transferred to the Australian Taxation Office (ATO). Currently, inactive account balances of under ...

Super flushed 'down the drain' by illiterate investment

JAMES FERNYHOUGH  |  MONDAY, 5 AUG 2013

Advisers warned to check pension start dates after new ruling

MARK SMITH  |  MONDAY, 5 AUG 2013
Advisers have been warned to pay closer attention to pension start dates following a tax office ruling explaining when a superannuation income stream commences and when it ceases, and consequently when a superannuation income stream is payable and taxable. ...

Bank levy upsets senior lobby

JAMES FERNYHOUGH  |  FRIDAY, 2 AUG 2013
Lobby group National Seniors Australia have criticised the government's plan to put a 0.05% levy on bank deposits in 2016, saying it will force pensioners into riskier investment alternatives. National Seniors Australia chief executive Michael O'Neill ...

Women need 7% more super

JAMES FERNYHOUGH  |  FRIDAY, 2 AUG 2013
... equality, a study has found. Research by Michael E Drew and Anup K Basu, entitled 'The Case for Gender-Sensitive Superannuation Plan Design', has found that to ensure the super balance at retirement of a woman who works all her life without a break would ...

Most planners are aligned, consumers think otherwise

LAURA MILLAN  |  FRIDAY, 2 AUG 2013
In an environment of increasing industry concentration, most financial advisers belong to an aligned dealer group, but their clients seem to think otherwise. About 28% of financial advisers belong to an independent dealer group and their funds under ...

Pro bono advice on rise amid regulatory change

LAURA MILLAN  |  FRIDAY, 2 AUG 2013
Industry efforts to keep up with regulatory changes have not affected advisers' interest in providing pro bono services, and some are already asking for a coordinated approach from the whole industry. "There has been some interest recently to take a ...

Taxes, levies and fees

BENJAMIN ONG  |  FRIDAY, 2 AUG 2013