Recognition for BT for life's simplicity

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BT’s quest to help more Australians understand and engage with their super was recognised at the recent Australian Superannuation Funds Association (ASFA) Communication Awards. BT’s Head of Superannuation Melanie Evans said they saw the need to help Australians better engage with their super by making it simple and then speaking about it in everyday language. […]

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Lonsec releases 2010 Australian and Global Long/Short Sector Reviews

Lonsec has released its 2010 Sector Reviews covering Australian and global long/short funds. Twelve Australian equity long/short funds were reviewed, with three attaining Lonsec’s highest rating of “Highly Recommended” – the Aviva Investors High Growth Shares Trust, Aviva Investors Long Short Equity Fund and the ING Extended Alpha Australian Share Fund. Of the global long/short […]

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Lonsec releases 2010 Diversified Funds Sector Review

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Lonsec’s 2010 Diversified Funds Sector Review resulted in the assignment of two Highly Recommended ratings, to BlackRock and Schroders. The ratings assigned to each manager generally apply across the various risk profiles and fund structures. Key themes to emerge from the Sector Review Stable resourcing Managers have remained relatively steady in the diversified funds space, […]

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Training Requirements for Financial Planners

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Legal requirements A financial planner is someone who provides personal advice to individuals and small businesses concerning financial strategies and products in areas such as superannuation, investment, insurance and personal financial management. To practice as a financial planner, an individual must both; operate under an Australian Financial Services Licence (AFSL), either as a licensee or […]

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Financial Services Council – A bigger voice on the economy

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At an Extraordinary General Meeting held yesterday in Sydney, members of the Investment & Financial Services Association (IFSA) voted to change the organisation’s name to the Financial Services Council and adopted an expanded mandate to more actively engage in economic policy in Australia. The Financial Services Council is the national peak body representing the $1.4 […]

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Lonsec releases its 2010 Australian Property Securities Funds Sector Review

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Lonsec’s 2010 review of the Australian Property Securities sector included 19 funds, of which only one attained Lonsec’s top rating, Highly Recommended. This was the Vanguard Property Securities Index Fund. Three funds were added to the sector – the Aviva Investors Listed Property Fund, the Legg Mason Property Securities Fund, and the Macquarie Master Property […]

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Engaging workers in a competitive super market remains key

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In order to meet the retirement needs of future generations, the superannuation industry needs an overhaul of at least the scale the Government is signalling via its current reform agenda, according to BT Financial Group (BTFG) as it commented on the recommendations of the Cooper Review into the Superannuation System. “Our super system needs to […]

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AMP welcomes Cooper Report

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AMP welcomed the Cooper Report released today by the Federal Government which aims to strengthen Australia’s superannuation savings system for the benefit of all Australians. AMP Chief Executive Officer Craig Dunn applauded the Government for taking a highly constructive and forward thinking approach to public policy with the thorough and consultative process of the Cooper […]

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Asgard – making a difference for advisers at tax time

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 As financial advisers embark on a new financial year, Asgard has launched a new online process for managing clients’ personal tax deductions in super. This makes Asgard one of the first platforms to make the entire process available online. General Manager of BT Financial Group’s Platforms business, John Shuttleworth, said the business was committed to […]

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DKN signs for another 5 years with BT Wrap

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BT Wrap is delighted to announce it has signed a further five year agreement with DKN Financial Group Limited (DKN), reflecting the continued strength of the long term partnership between the two groups. Chris Freeman, Head of BT Wrap, said the agreement acknowledges Wrap’s continued commitment to working closely with DKN to provide its advisers […]

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