Search Results | Showing 1 - 10 of 266 results for "Agents" |
| | ... includes lawyers, accountants, finance brokers, philanthropy advisers, fund managers, psychologists, wellness experts, travel agents, and tax experts. While investment management is undoubtedly a core service required by HNW clients, the report said ... |
| | | ... to be offered to more people. "Some of those protocols already exist for a 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 ... |
| | | ... products where advice has not been provided in the previous 12 months and the exception to conflicted remuneration rules for agents or employees of authorised deposit-taking institutions (ADIs). On Recommendation 8, the Financial Advice Association Australia ... |
| | | ... technical limitations in the current framework, relevant to both new entrants into the financial advice industry and tax agents providing a tax (financial) advice service to retail clients. ASIC said it wrote to affected individuals and their AFSLs in ... |
| | | ... but have not met all the conditions attached to that qualification. For financial advisers who are also registered tax agents, they're no longer required to meet the additional education requirements to be a qualified tax relevant provider. Assistant ... |
| | | ... to shift capital from high-emission to low or zero-emission investments affords superannuation funds the ability to be 'agents of positive change'. Rest head of responsible investment and sustainability Leilani Weier explained that the industry fund ... |
| | | Tax agents found evading laws could face over $780 million in penalties following the ongoing fallout of the PwC scandal. In what's being called the biggest crackdown on tax agent misconduct in Australian history, the government has bumped up fines ... |
| | | ... an integration into order management systems, offers a direct channel between market makers, APs, distributors, transfer agents, sub-advisors, sponsors, and direct access to ETFs. "State Street has 30 years of experience servicing 47% of ETF assets globally," ... |
| | | ... tactics were applied. Sales tactics were used to overbear the free will of consumers. Having made the sales, retention agents ignored the express wishes of the consumers to cancel policies and acted so as to wear them down," the judge said. The banking ... |
| | | ... advice has not been provided in the previous 12 month is to be removed. The exception to conflicted remuneration rules for agents or employees of Australian Authorised Deposit-Taking Institutions (Recommendation 13.5) will also be removed. Life, general ... |
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