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Showing 1031 - 1040 of 2420 results for "Rule"

HESTA calls for access to super for family violence victims

EMMA RAPAPORT  |  MONDAY, 19 JUN 2017
Industry super fund HESTA is calling on the Federal Government to change the rules and allow family violence victims and survivors access to their superannuation. The fund, along with others in the community sector including Financial Counselling Australia ...

Super tax reforms take effect

KARREN VERGARA  |  FRIDAY, 16 JUN 2017
The suite of superannuation taxation reforms affecting contributions, CGT relief and transition to retirement income streams have passed through Parliament. Revenue and Financial Services Minister Kelly O'Dwyer said the amendments under the Treasury ...

UBS cops $280,000 ASIC fine

ALEX BURKE  |  FRIDAY, 16 JUN 2017
... loss; the loss to wholesale clients was described as "negligible." The second infringement notice related to Competition Rule 5A.2.1, wherein a participant must identify whether they are the principal or agent of a client for a given order and transaction. ...

Robo-advisers expected to meet fiduciary rule

ALEX DUNNIN  |  FRIDAY, 16 JUN 2017
... framework that now requires retirement advisers are subject to fiduciary obligations under the Department of Labor's Fiduciary Rule. The SEC's position on the issue is continuing despite the broader push by the Trump administration to relax financial ...

Not too late to maximise super

KARREN VERGARA  |  WEDNESDAY, 14 JUN 2017
With legislative changes only a few weeks away, advisers should be on top of boosting clients' super balances, according to a superannuation expert. Perpetual Private head of strategic advice Colin Lewis told Financial Standard one of the most critical ...

Agriculture high on industry fund agenda

DARREN SNYDER  |  WEDNESDAY, 14 JUN 2017
Australian superannuation funds could take the country's agriculture sector to the next level in global competitiveness but they will need help in doing so. Industry Super Australia has published a discussion paper that responds to calls for the $2 ...

Fiduciary rule introduced in United States

JAMIE WILLIAMSON  |  TUESDAY, 13 JUN 2017
... savers each year. Last Friday, the US Department of Labor partially introduced the impartial conduct standard - a fiduciary rule to curb conflicts of interest in relation to the retirement and life insurance products recommended by advisers and the payments ...

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 ...