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Showing 31 - 40 of 280 results for "Levy"

Treasury working on QAR, super tax concessions

CASSANDRA BALDINI  |  THURSDAY, 19 JAN 2023
... final QAR recommendations, submitted to the government before Christmas, remain a mystery. However, last November Michelle Levy signaled that "no big surprises" should be expected outside of a few amendments. At the time, Levy confirmed she is scrapping ...

We're doing a huge amount: Aware Super

CASSANDRA BALDINI  |  WEDNESDAY, 18 JAN 2023
Aware Super chief executive Deanne Stewart says the fund is making a significant investment in its financial advice capabilities, regardless of what comes out of the Quality of Advice Review. Speaking to Financial Standard, Stewart pointed out that ...

Adviser imprisoned for super fraud

CHLOE WALKER  |  THURSDAY, 15 DEC 2022
... consumers. "ASIC will continue to prioritise its enforcement work in this area," she said. In sentencing, his Honour Justice Levy said that Goel's conduct involved "deliberate and calculated acts of deceit"and constituted "a significant breach of trust." ...

ALRC should prioritise advice regulations: FPA

CASSANDRA BALDINI  |  THURSDAY, 8 DEC 2022
... services laws," she commented. Abood explained the ALRC's review complements the Quality of Advice Review (QAR) led by Michelle Levy. Both reviews consider "equally vital and distinct elements" of the corporations and financial services laws applicable ...

Financial advice adds $150k in retirement: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 29 NOV 2022
... increasing funds' ability to provide financial advice. This was one of the main proposals put forward by QAR chair Michelle Levy earlier this year. "Our hope is that through research like that which we're now undertaking, we can provide meaningful insights ...

Advisers must register for FSCP: ASIC

CASSANDRA BALDINI  |  THURSDAY, 24 NOV 2022
... incorporated into the quality of advice review. We passed on our LIF review results and data to the independent reviewer Michelle Levy and the Treasury Secretariat and the high-level results from the data collected," she said. "The advice reviews were ...

No big surprises, Levy promises

CASSANDRA BALDINI  |  WEDNESDAY, 23 NOV 2022
Fronting the FPA Professionals Congress, Quality of Advice Review chair Michelle Levy confirmed there will be no big surprises in her final proposals, due December 16. Appearing alongside FPA chief executive Sarah Abood, Levy explained she has been ...

Never been more optimistic: Abood

CASSANDRA BALDINI  |  WEDNESDAY, 23 NOV 2022
... duplicated compliance measures that add to the cost of advice, flexible professional standards, and an extension to the ASIC levy freeze. "Another one of the quickest and easiest ways to make financial advice more affordable for consumers would be to ...

What to expect at FPA Congress 2022

CASSANDRA BALDINI  |  TUESDAY, 22 NOV 2022
... up there with our biggest numbers," she said. Broome highlighted timely regulatory sessions such as hearing from Michelle Levy just weeks out from the final Quality of Advice Review proposals and legislative updates in financial planning from ASIC, as ...

We do get it: Levy

CASSANDRA BALDINI  |  FRIDAY, 18 NOV 2022
Michelle Levy has responded to suggestions there's been minimal financial adviser input to the Quality of Advice Review, saying there's a lot more going on behind the scenes than people realise. Speaking on the Financial Standard podcast, Levy ...