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Showing 51 - 60 of 5854 results for "Review"

SMSFA reappoints Hay-Bartlem as chair

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... exceeding $3 million as well as contributing to the ongoing debate on the legislation emanating from the Quality of Advice Review," he said. Hay-Bartlem addressed delegates at the opening of the SMSF Association's National Conference in Brisbane ...

New life insurance regulations rolled out

ANDREW MCKEAN  |  WEDNESDAY, 21 FEB 2024
... instruments, but the sunsetting date for the 1995 Regulations was deferred to October 2024 to allow for a comprehensive review. An exposure draft of the Regulations was released for public consultation, and after considering feedback, the Regulations ...

Reforms will strengthen retirement advice: Experts

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
Reforms underway to expand financial advice will have positive ramifications for the SMSF and APRA-regulated sectors as it will ultimately uplift outcomes in the retirement phase for all Australians, industry experts say. The first day of the annual ...

Aussies do not underspend in retirement, say super funds

JAMIE WILLIAMSON  |  WEDNESDAY, 21 FEB 2024
... such, it called on government to swiftly consult and legislate the retirement and super components of the Quality of Advice Review reform package before the end of the year. It also wants the government to make it easier for members to switch into retirement ...

Fund manager awards custody mandate

KARREN VERGARA  |  TUESDAY, 20 FEB 2024
... custodial partnership with NAS. Parent company NAB decided to close its asset servicing business by 2025 following a strategic review and mandate losses. Citi Securities Services has some US$29.2 trillion in global assets under administration and cus ...

Too many Aussies eligible for wholesale products: FSC

ANDREW MCKEAN  |  TUESDAY, 13 FEB 2024
... without retail consumer protections. Accordingly, the research, undertaken by PwC and Data Analysis Australia, called for a review of wholesale investor "individual wealth test" thresholds - net assets of $2.5 million or gross income of $250,000 per ...

Centric hires chief client officer

CHLOE WALKER  |  MONDAY, 12 FEB 2024
... operating officer. Prior, he spent seven years at Praemium as chief distribution officer before departing following a strategic review. Centric stated that Morris's extensive experience in the financial services industry and his ability to understand ...

SMSF scammers charged with criminal offences

KARREN VERGARA  |  WEDNESDAY, 7 FEB 2024
A duo who allegedly defrauded self-managed super funds (SMSF) have been charged by the Melbourne Magistrates Court with a string of criminal offences. The charges follow an ASIC investigation into the activities of Joseph Cullia and Zoran Markovic ...

Sequoia strikes deal to acquire Clique Paraplanning

ANDREW MCKEAN  |  MONDAY, 5 FEB 2024
... local paraplanning services to financial planners and AFSLs, particularly Statement of Advice documents and the ongoing review of documentation. Advisers also use the paraplanning service to manage more complex plans or when backlogs hinder the delivery ...

ASIC to tighten grip on super fund misdemeanours

ANDREW MCKEAN  |  FRIDAY, 2 FEB 2024
... said. While not commenting specifically on investigations underway, Court flagged that ASIC is undertaking an industry review focused on improving the delivery of superannuation fund member services, looking initially at trustee compliance with obligations ...