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Showing 1001 - 1010 of 2383 results for "Rule"

Review life insurance ahead of super reforms: BT

KARREN VERGARA  |  TUESDAY, 6 JUN 2017
With the end of financial year and 1 July superannuation reforms fast approaching, advisers shouldn't overlook the value of life insurance arrangements inside superannuation. Keeping in mind concessional and non-concessional contribution limits are ...

Value of advice still unclear: IOOF

JAMIE WILLIAMSON  |  TUESDAY, 6 JUN 2017
Australians are still dissuaded by the cost of seeking financial advice, despite those that receive financial advice being 21% more likely to have greater piece of mind. A whitepaper from IOOF found the benefits of advice must outweigh the cost in order ...

Actuaries warn against one size fits all retirement products

JAMIE WILLIAMSON  |  MONDAY, 5 JUN 2017
The Actuaries Institute has urged the government to use caution when designing Comprehensive Income Products for Retirement, saying a prescriptive approach would see the proliferation of sub-scale, unsustainable products. In its submission to Treasury's ...

Be careful what you wish for

BENJAMIN ONG  |  THURSDAY, 1 JUN 2017
The Reserve Bank of Australia (RBA) meets again Tuesday next week and no one expects it to raise or lower interest rates after the 6 June soiree. The Australian central bank is caught between the proverbial rock and a hard place. It's caught between ...

ASIC boosts support for regtech

KARREN VERGARA  |  WEDNESDAY, 31 MAY 2017
ASIC is ramping its support for regulatory technology businesses or 'regtechs' in response to an overwhelming number of organisations expressing frustration over complex compliance burdens. The corporate watchdog recently announced the next phase of ...

Super reforms hit parliament

EMMA RAPAPORT  |  MONDAY, 29 MAY 2017
... pensions (and therefore be assessed against the transfer balance cap) when the member meets a full condition of release. This rule applies at age 65 or when the member notifies the fund they have retired, are permanently incapacitated or are terminally ...

Banking and Finance Oath secures strong conference program

DARREN SNYDER  |  MONDAY, 29 MAY 2017
The Banking and Finance Oath holds its inaugural conference in Sydney next week and it has secured an impressive lineup to drive the importance of trust and ethical foundations in financial services. Banking and Finance Oath executive Cris Parker said ...

Latin America on institutional investment radar

DARREN SNYDER  |  WEDNESDAY, 17 MAY 2017
An emerging markets specialist says Latin America is offering substantial investment opportunities following Donald Trump's softening trade policy and strong business outlooks across the region. SURA Asset Management regional head of equities Felipe ...

CommInsure upgrades underwriting offer

KARREN VERGARA  |  MONDAY, 15 MAY 2017
CommInsure is improving its underwriting offer for financial advisers by launching a new service and updating its existing rules. Advisers will now have the option to request a dedicated telephone-interviewing team to collect information from customers ...

Investment trusts receive affordable housing concessions

ALEX BURKE  |  WEDNESDAY, 10 MAY 2017
The Government is removing restrictions on managed investment trusts to facilitate new affordable housing developments. Investors will be able to pool funds into a professionally-managed scheme and receive concessional tax treatments assuming that at ...