Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 266 results for "Agents"

HNWs require specialist expertise: Report

CHLOE WALKER  |  TUESDAY, 5 DEC 2023
... 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 ...

Allianz Retire+ heavyweight jumps ship

ELIZABETH FRY  |  FRIDAY, 17 NOV 2023
... 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 ...

Treasury unveils advice reforms draft legislation

KARREN VERGARA  |  TUESDAY, 14 NOV 2023
... 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 ...

ASIC updates qualified tax relevant provider definition

KARREN VERGARA  |  TUESDAY, 7 NOV 2023
... 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 ...

Experience pathway enshrined in legislation

KARREN VERGARA  |  FRIDAY, 8 SEP 2023
... 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 ...

Super funds taking on the climate crisis

ANDREW MCKEAN  |  WEDNESDAY, 30 AUG 2023
... 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 ...

Government cracks down following PwC scandal

CASSANDRA BALDINI  |  TUESDAY, 8 AUG 2023
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 ...

State Street brings Fund Connect ETF Portal to Australia

ANDREW MCKEAN  |  TUESDAY, 1 AUG 2023
... 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," ...

Life, funeral insurers cop $14m fine

KARREN VERGARA  |  WEDNESDAY, 5 JUL 2023
... 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 ...

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

KARREN VERGARA  |  TUESDAY, 13 JUN 2023
... 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 ...
PREVIOUS
NEXT