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Showing 51 - 60 of 1305 results for "Guide"

Equipsuper adds board director

ELIZABETH FRY  |  TUESDAY, 11 JUL 2023
... organisations both within and outside the superannuation sector, and his insights will add to our board's ability to guide the fund through its next phase of growth," he said. Equipsuper's nine-person board consists of three independent directors ...

Selfwealth chief in sudden exit

KARREN VERGARA  |  FRIDAY, 7 JUL 2023
... announced that Whitaker was no longer a director but continued in her role as chief executive. "The board will act decisively to guide Selfwealth throughout its transformation and work to maximise the company's value and deliver growing shareholder ...

Anti-hawking laws could dampen super fund advice: Academic

KARREN VERGARA  |  TUESDAY, 27 JUN 2023
... engaging with their own members. As an example, he uses the current state of retirement income products. ASIC Regulatory Guide 38 The hawking prohibition states that a trustee can call a member "with information about different retirement income products ...

Advisers embrace less back-office burden

KARREN VERGARA  |  FRIDAY, 23 JUN 2023
... Steps, this will reduce the cost of financial advice by 9-11%, they said. "We recognise that the Safe Harbour Steps helps guide appropriate advice in line with the best interest duty," Pham said. "However, advisers that truly show their value, deliver ...

Super funds ready to offer advice: Podcast

CASSANDRA BALDINI  |  THURSDAY, 22 JUN 2023
... have," he said. "Because they have a small membership base, their senior executives can be part of that conversation and help guide people through that process." McCrea reinforced he doesn't believe boutique funds will face a major impact when it ...

UBS completes landmark Credit Suisse acquisition

ANDREW MCKEAN  |  TUESDAY, 13 JUN 2023
Wealth management powerhouse UBS has completed its acquisition of Credit Suisse, marking the end of the largest banking deal since the 2008 Global Financial Crisis. UBS acquired the crisis-stricken Credit Suisse for US$3.2 billion, with support from ...

Treasury to scrap advice admin burdens, boosts intra-fund advice

KARREN VERGARA  |  TUESDAY, 13 JUN 2023
The federal government will scrap a load of administrative burdens and give superannuation funds a larger role in making financial advice more affordable as it announces which out of the 22 Quality of Advice Review recommendations will become a reality ...

FSC updates TMD template for fund managers

ANDREW MCKEAN  |  THURSDAY, 8 JUN 2023
... with the aim of helping industry address ASIC's concerns with initial DDO regime compliance." The new template is hoped to guide fund managers in addressing the issues raised by ASIC through DDO enforcement actions and its recently published Report 762 ...

Cash rate hits 4.1%

KARREN VERGARA  |  TUESDAY, 6 JUN 2023
... 10-year less RBA cash rate yield went negative recently. "While Australian yield curve inversions have been less of reliable guide to recessions in the past (compared to US yield curve inversions), prior Australian recessions have seen the yield curve ...

AI in ESG: Risk or opportunity?

ROSE MARY PETRASS  |  MONDAY, 5 JUN 2023
The artificial intelligence (AI) revolution is already rapidly disrupting various industries, speeding up processes and making fast work of huge amounts of data, and investors and businesses need to analyse the material ESG risks and opportunities of ...