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Showing 1 - 10 of 4755 results for "professional"

Legalsuper names chief investment officer

JAMIE WILLIAMSON  |  THURSDAY, 28 MAR 2024
... legalsuper." "Paul, Colin, and Alissa each represent best-in-market talent in their respective fields - all with exceptional professional credentials from organisations including the Future Fund, Macquarie Bank, the Reserve Bank, NAB, AIA, MinterEllison ...

Wholesale investor tests up for parliamentary review

KARREN VERGARA  |  MONDAY, 25 MAR 2024
... has either net assets of $2.5 million or gross income of $250,000 per annum for the last two years as verified by a professional accountant's certificate. The inquiry will also look at the historical development of the wholesale investor tests and ...

New SMSF solution for Islamic Australians launched

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
An Islamic financial services provider has launched an Islamic self-managed super fund (SMSF) solution for members of the Australian Muslim community who want to invest in property for their retirement in a way that is compatible with their faith. Meezan ...

Australia's wealthiest women not getting the advice they need

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
... growing at a rate of 5.7% per year. "They want expert advisers who understood their individual needs, including their professional demands, life stage and family obligations, as well as quality advice and easy access to their adviser," the research said. ...

Why active managers are falling behind in emerging markets

ELIZA BAVIN  |  FRIDAY, 22 MAR 2024
... more specialist knowledge, so many investors have been happy to pay higher fees to for active management where a professional picks the stocks. The problem is that the majority of these professional investors have underperformed the market." McCormack ...

ASIC's harsh words to directors: 'It's not meant to be easy'

ELIZA BAVIN  |  FRIDAY, 22 MAR 2024
... associated with it? Are you challenging management to ensure your understanding is well-founded, and getting trusted professional advice? "Ask these questions, not just once, but again and again. If the answer is yes - not just once, but again and again ...

ASIC bans Queensland financial adviser

ELIZA BAVIN  |  WEDNESDAY, 20 MAR 2024
... to contravene financial services law in future". Prior to Octillion Partners, Rose was licensed through MyPlanner Professional Services and was not able to provide advice on SMSFs. According to the ASIC Financial Adviser Register, while at MyPlanner ...

Advised investors spurring SMSF rebound

ELIZA BAVIN  |  MONDAY, 18 MAR 2024
... volatility from their portfolios. "The complexity of managing a SMSF portfolio underscores not just the importance of professional counsel - but also the need for advisory practices to continually invest in technology that maximises operational and trading ...

ATO refers SMSF auditors to ASIC

JAMIE WILLIAMSON  |  THURSDAY, 14 MAR 2024
... in-house audits, require an independence review of all SMSF audit clients and notification of the conditions to their professional association," ASIC said. One of the auditors who had conditions imposed has applied to the Administrative Appeals Tribunal ...

Low-margin clients hurt practice valuations

KARREN VERGARA  |  THURSDAY, 14 MAR 2024
... investment." Ultimately, the analysis found that financial advice is still a profitable industry compared to other professional services businesses. This is due to advice practices generating monthly recurring revenue with limited variances, having 90% ...
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