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Showing 9711 - 9720 of 18276 results for "Plan"

WB advisers join CBA's Financial Wisdom

LAURA MILLAN  |  MONDAY, 15 JUL 2013
The 23 authorised representatives of WB Financial Management have joined the Commonwealth Bank-owned Financial Wisdom dealer group. WB Financial board took the decision to go under CBA's umbrella in an attempt to deal with "an increasingly comply regulatory ...

Research houses flag 'rating shopping' to advisers

MARK SMITH  |  MONDAY, 15 JUL 2013
Research houses Zenith, van Eyk and Morningstar will make it easier for advisers to see when a fund manager pulls out of the rating process following new regulatory guidelines aimed at preventing investment houses from shopping around for favourable ...

Clients want a "social" relationship with advisers

ALICE URIBE  |  MONDAY, 15 JUL 2013
More than half of adviser clients would like to communicate with their adviser via social media platforms, LinkedIn's Sascha Ambrose told the audience at the first day of the AdviserEdge Social Advice Summit in Melbourne. According to Ambrose, 73% of ...

Perth broker gets 3 year ban for falsifying documents

LAURA MILLAN  |  FRIDAY, 12 JUL 2013
A Perth-based finance broker has been banned from financial services for three years after an investigation found he falsified documents to support the loan applications of his clients without their knowledge. Mathew David Schmelzkopf, of Kelmscott ...

Storm lawyers take ASIC and CBA to court over settlement

LAURA MILLAN  |  FRIDAY, 12 JUL 2013
Storm Financial litigator Levitt Robinson Solicitors have questioned the $136 million settlement reached by the Australian Securities and Investments Commission (ASIC) and Commonwealth Bank last year. Levitt Robinson has filed a case against both organisations ...

Coalition signals super policy changes

ALEX DUNNIN  |  FRIDAY, 12 JUL 2013
The coalition has signalled that if it wins the 2013 federal election it will institute major reforms regarding how super funds appoint trustees while expecting funds to speed up how they pass on scale fee benefits. Paul Fletcher the federal member ...

Labor and Libs joust over small business super contributions

JAMES FERNYHOUGH  |  THURSDAY, 11 JUL 2013
... Financial Services and Superannuation Mathias Cormann said the Clearing House created unnecessary bureaucracy. "The Coalition plan to streamline superannuation clearing house arrangements for small business through the ATO will cut red tape for small ...

Accountants push for debate on FoFA changes

LAURA MILLAN  |  THURSDAY, 11 JUL 2013
The Institute of Public Accountants (IPA) has asked for "further exploration" of the Coalition's proposed amendments to the Future of Financial Advice (FoFA) legislation. The IPA said that it needs more detail on the amendments in order to make an assessment ...

Women hit with double burden on retirement savings

LAURA MILLAN  |  THURSDAY, 11 JUL 2013
Middle-aged women may be twice as disadvantaged as men when it comes to accumulating superannuation savings for their retirement, as they not only take a break from work to have children but also take on the role of caring for their parents later in ...

Self-education cap to harm senior workers

LAURA MILLAN  |  THURSDAY, 11 JUL 2013
The proposed $2,000 a year cap on tax deductions for professional self-education could put professionals over 50 years old in a situation of disadvantage, National Seniors Australia said. The organisation said that if the legislation comes into force ...