| | THURSDAY, 30 MAR 2017 12:37PMSuperannuation funds are at risk of potentially losing significant value if trustees don't capture the tax implications or the appropriate structures correctly ahead of the pending 1 July changes, a business advisory expert warns.|
|Advisers are urged to register with the Tax Practitioners Board (TPB) or else risk operating illegally, warns a member.|
|A West Australian advice firm was named Practice of the Year in Sentry Group's 2016 Excellence Awards.|
|Adviser Ratings and a global insurance and risk management provider are launching an insurance policy aiming to protect advisers against cybercrime.|
|The Financial Planning Association of Australia is advocating for tax deductions of management fees and costs associated with the initial preparation of a financial plan.|
|Franklin Templeton Investments has launched its global online training portal for advisers in the Australian market.|
|BT Financial Group's mammoth financial outlay in upgrading its wealth management platform will generate cost savings of $100 million per year with benefits for financial advisers and investors.|
|The Financial Standard Advisers Big Day Out Investment Manager Roadshow hit Sydney today, with more than 500 financial advisers and industry professionals registering for the annual event.|
|Financial advisers must look beneath the surface of the recently enacted professional standards legislation and start combating the real challenges facing the developing advice profession.|
|A new fintech is hoping to reach out to the 80% of people who don't see financial advisers via a digital financial advice platform.|
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Australian equities manager Perennial Value is hoping to take advantage of strong returns from the sub $500 million companies market with the launch of a new microcap strategy.
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The Australian Bankers' Association announced it will commit to the majority of the Khoury Report's proposed banking reforms, promising to raise its code of practice to meet higher standards.
The Productivity Commission has released its anticipated draft report on alternative default models in superannuation, looking at ways to introduce more competition in a system where members do not exercise fund choice.
Following research into the future of product innovation and development, Nikko Asset Management Australia has created a new executive role to drive the firm's product agenda.
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1 MAR 2017
A highly agile and active asset allocation approach requires skill, experience and discipline. Led by Michael O'Dea, Perpetual's Multi Asset team has just that; with an average 17 years' judgement and ...
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