Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 14 results for "Challenger Financial Standard Technical Services"

Technical Services Forum: Testing risk tolerance

ELIZA BAVIN  |  THURSDAY, 14 MAY 2020
... times clients may not be as risk tolerant as previously thought, the virtual Challenger Financial Standard Technical Services Forum has heard. Digitally presenting, Challenger's head of technical services Andrew Lowe said many financial advisers are ...

Waiting periods cost 214% on premiums: Research

ELIZA BAVIN  |  FRIDAY, 15 NOV 2019
... member is defaulted into a shorter waiting period, research presented at the Challenger Financial Standard Technical Services Forum shows. Presenting at the forum yesterday, Rainmaker head of superannuation research Jason Ross said if a member is defaulted ...

Technical Services Forum: Keep advisers informed of change

HARRISON WORLEY  |  THURSDAY, 11 APR 2019
Lively discussion broke out during the first Challenger Financial Standard Technical Services Forum for 2019 in Sydney yesterday, with the consensus being financial advisers must be across which products are exempt from means testing. Challenger head ...

Code of ethics still the main game: FPA

DARREN SNYDER  |  MONDAY, 19 NOV 2018
... Ethics remains the biggest game changer to the advice industry. Speaking at the Challenger Financial Standard Technical Services Forum on Thursday and prior to the Financial Adviser Standards and Ethics Authority (FASEA) releasing its education and ethical ...

Retirement living advice is an opportunity: Challenger Financial Standard Technical Services Forum

KARREN VERGARA  |  FRIDAY, 21 SEP 2018
... clients, according to a technical services expert. Speaking at yesterday's Challenger Financial Standard Technical Services Forum, AMP Financial Planning technical consultant Stuart McMullen reminded financial advisers that one of the biggest decisions ...

Spotlight on financial elder abuse

JAMIE WILLIAMSON  |  FRIDAY, 6 APR 2018
... the radar as it becomes increasingly difficult to recognise. Speaking at the Challenger Financial Standard Technical Services Forum, KJB Law senior solicitor Kerstin Glomb said cases of improper exploitation - being abuse of a trust relationship resulting ...

Technical Services Forum tackles super challenges

ALEX BURKE  |  FRIDAY, 15 SEP 2017
The September Challenger Financial Standard Technical Services Forum addressed two key concerns around superannuation reform: death benefits and the cost of aged care. Speaking on the former, Colonial First State senior technical manager Yvonne Chu ...

Reversionary pension and CGT changes supported

DARREN SNYDER  |  WEDNESDAY, 16 NOV 2016
... executive manager, SMSF technical and private wealth, Graeme Colley told a recent Challenger Financial Standard Technical Services Forum that the transitional arrangements also provide capital gains tax (CGT) relief for complying superannuation funds. ...

Technical Services Forum shines light on leading specialists

ALEX BURKE  |  TUESDAY, 8 NOV 2016
... scholarship awards for UNSW Retirement Planning and Aged Care courses at the final Challenger Financial Standard Technical Services Forum for 2016. Ling Wang and Rahul Sing, technical services managers at IOOF and ANZ respectively, won the awards, valued ...

Advisers and aged care homes should forge relationships: BUPA

MARK SMITH  |  FRIDAY, 9 SEP 2016
... according to BUPA's Jane McNab. Addressing some 50 industry professionals at the Challenger Financial Standard Technical Services Forum in Sydney, McNab, an operations manager for business administration for the healthcare group, highlighted the complexity ...
PAGE:
1
PREVIOUS
NEXT