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Video: Why Advisers Should talk to the media

Some financial services businesses, big and small, are nervous about talking to the media – so nervous, in some cases, that they avoid media attention altogether. According to 64 Media this is a pity – because although there has been a fair bit of negative press on the financial services industry over the past few

16 Jul 2013

BT insurance new end-to-end life solutions a success with advisers and dealer groups

From BT Insurance

BT Protection Plans have been added to more than 100 approved product lists within dealer groups and the number of advisers the products have doubled since its launch in February 2011 to the independent financial advice market. According to BT Insurance, more than half the applications have been underwritten, and submitted online and over 25% of income

12 Jul 2011

Licensee Select appoints new operations manager

From BT Financial Group

Licensee Select has appointed Simon Dutton to the role of Manager, Operations and Service Delivery. David Hunt, National Manager Licensee Select, welcomed Simon to the role and said the appointment came as the business continues to experience unprecedented growth. “Simon will focus on working closely with our key stakeholders to support the continued growth of

07 Jul 2011

ASIC obtains orders to wind up York Capital Limited

From ASIC - Australian Securities & Investments Commission

ASIC has obtained orders in the Federal Court of Australia to wind up York Capital Limited (York) following the company’s failure to lodge its financial reports and hold annual general meetings for the past three years. On 29 June 2011, the Federal Court of Australia ordered that York be wound up and appointed Mr Paul

06 Jul 2011

New Director Joins Bank Board

From Bendigo and Adelaide Bank

Bendigo and Adelaide Bank has announced the appointment of former Ericsson CEO, Jacqueline Hey, to its Board of Directors. Ms Hey was previously CEO of Ericsson in the UK and in Australia. She worked with Ericsson for more than 20-years in finance, marketing, sales and leadership roles in Australia, Sweden, the UK and the Middle

06 Jul 2011

Diversified fund appoints new Head of Reverse Mortgages

From Centuria Capital

Peter McDonagh joins Centuria Capital One of Australia’s most successful diversified fund managers, Centuria Capital Limited (formerly Over Fifty Group Limited) announced today that Peter McDonagh has joined as Head of Reverse Mortgages. With almost 30 years experience within the financial services industry, Mr McDonagh has extensive expertise in managing mortgage services teams and high-volume

04 Jul 2011

Life insurance gap beginning to close in Australia

From Rice Warner Actuaries

New report from Rice Warner reveals increasing levels of personal insurance Australia’s life insurance gap has reduced over the last six years, according to a new report from Rice Warner Actuaries. As at June 2010, the overall level of underinsurance is $669 bn to meet the subsistence needs of families and dependants after death, which compares

01 Jul 2011

simpleWrap launches flat fee wrap with full service

From Equity Trustees

Flat fee WRAP service launch simpleWRAP today launched a full service administration wrap offering a simple and fully transparent pricing model – a flat fee irrespective of account balances – that it believes is the first in Australia for both superannuation funds and investors. Long established industry leader Krystyna Weston, Director of simpleWRAP, said “simpleWRAP

01 Jul 2011

The taxation of financial arrangements under TOFA rules

From Australian Taxation Office

Background to the TOFA reforms The TOFA reforms were first announced in the 1992 budget and were later taken up by the Review of Business Taxation. The review’s final report – A Tax System Redesigned (the Ralph report) – made various recommendations about the taxation of financial arrangements. While some of the recommendations made in

28 Jun 2011

AFA campaign gains traction; meeting with Independents

From AFA - Association of Financial Advisers

AFA meets with independent MPs – Grass roots political campaign paying off, but now is not the time for complacency After meeting with key independent politicians in Canberra this week, the Association of Financial Advisers (AFA) can confirm that the concerns of financial advisers in relation to the Future of Financial Advice (FOFA) reforms are

23 Jun 2011

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Video: Why Advisers Should talk to the media

BT insurance new end-to-end life solutions a success with advisers and dealer groups

Licensee Select appoints new operations manager

ASIC obtains orders to wind up York Capital Limited

New Director Joins Bank Board

Diversified fund appoints new Head of Reverse Mortgages

Life insurance gap beginning to close in Australia

simpleWrap launches flat fee wrap with full service

The taxation of financial arrangements under TOFA rules

AFA campaign gains traction; meeting with Independents

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