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Showing 81 - 90 of 2856 results for "Via"

ASIC confirms adviser registration deadline

KARREN VERGARA  |  WEDNESDAY, 29 NOV 2023
... required to make when applying to register their relevant providers. ASIC urges AFSLs to register their relevant providers via ASIC Connect as soon as possible. From 1 February 2024, unregistered relevant providers who provide personal advice to retail ...

Spatium Capital selects trustee, administrator for small caps fund

CASSANDRA BALDINI  |  TUESDAY, 28 NOV 2023
... Capital said the announcement follows requests from financial advisers and SMSF trustees who want easier, cleaner digital access via applications and signature protocols. True Oak has operated for 40 years and was recently spun out of Future Super after ...

Treasury mulls reforming use of genetic test results by life insurers

JAMIE WILLIAMSON  |  MONDAY, 27 NOV 2023
... applications fall below them. Another major concern is that the moratorium is industry-led and lacks government oversight. Via the consultation, Treasury is looking to find the extent to which healthcare and medical research fields are impacted by participant ...

Scarcity Partners brings private equity investment model to Australia

ANDREW MCKEAN  |  WEDNESDAY, 22 NOV 2023
... generates returns for investors through a combination of increasing equity valuations of investee companies and profit sharing via management fees. Previously, investors could only participate in this type of investment on a deal-by-deal basis or by ...

Insignia Financial finds buyer for Millennium3

CASSANDRA BALDINI  |  TUESDAY, 21 NOV 2023
... remain in the role for a transition period to support the integration. Insignia currently services the M3 network primarily via a centralised support group. WTL supports its Sentry, Synchron and Wealth Today cohorts similarly via its Wealth Adviser hub. ...

Colonial First State enhances FirstChoice with Elemnta

CHLOE WALKER  |  TUESDAY, 21 NOV 2023
... time for new and existing accounts by up to 80%. CFS has worked with Elemnta to allow advisers to use existing client data via an integration with Xplan, reducing the risk of implementation errors and the need for re-keying data. The new functionality ...

Product modernisation will strengthen retirement outcomes: FSC

CHLOE WALKER  |  MONDAY, 20 NOV 2023
New research commissioned by the Financial Services Council (FSC) highlights the case for a mechanism to support broader "modernisation" of superannuation and managed investment schemes. The report suggests current legislative and tax settings are inconsistent ...

Australian Retirement Trust adds $12.3bn via CBA Group Super transfer

JAMIE WILLIAMSON  |  MONDAY, 20 NOV 2023
Members of Commonwealth Bank Group Super (CBA Group Super) have officially transitioned to Australian Retirement Trust (ART), marking the latter's largest corporate merger. The two funds have completed the successor fund transfer, initially agreed ...

Allianz Retire+ heavyweight jumps ship

ELIZABETH FRY  |  FRIDAY, 17 NOV 2023
... particular purpose. If we think about how tax agents complete a person's tax return, they can access a raft of information via government systems," he said. "I can envisage a working model where other entities could access that information with appropriate ...

Currency hedging solution launched for managed accounts

JAMIE WILLIAMSON  |  WEDNESDAY, 15 NOV 2023
... for wholesale investors with USD-denominated assets to protect valuations against a rising AUD. Selling USD against the AUD via foreign exchange spot and over the counter derivatives, the fund provides investors with up to three times leveraged exposure ...