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Showing 1051 - 1060 of 2079 results for "Apply"

ClearView revamps life insurance platform

ALEX BURKE  |  TUESDAY, 16 JAN 2018
... insurance platform with the aim of increasing efficiencies in advice practices. The company's Adviser Quote Underwritinmg and Apply (AQUA) platform now includes integrated electronic quote and application processes along with tele-interviewing and tele-underwriting. ...

Government releases super tax measures for consultation

ALEX BURKE  |  FRIDAY, 12 JAN 2018
... non-arm's length expenditure is taken into account when determining whether the non-arm's length income (NALI) taxation rules apply to a transaction." O'Dwyer said these measures are intended to ensure that "related party transactions cannot be used ...

Potential windfall to be found in super reforms

JAMIE WILLIAMSON  |  THURSDAY, 11 JAN 2018
... year, including the downsizer contribution and first home super saver scheme. It's important to note the conditions that apply to the downsizer contribution, Dale said. "One of the big changes this year is the downsizer contribution, which allows individuals ...

Marriage equality and the estate plan

JAMIE WILLIAMSON  |  TUESDAY, 9 JAN 2018
... spouse, the member's death could present unexpected and numerous challenges for the spouse. "They'd still have a right to apply to a trustee and say 'I was the nominee before, but now the spouse', but that could also open the door for others to come ...

Early super release consultation opens

KARREN VERGARA  |  THURSDAY, 21 DEC 2017
... preservation principle or the rapid rate which funds have been released, along with the lack of restriction members can apply for early release on compassionate grounds, is one major area to be reviewed. In terms of genuine hardship principles, some ...

CommInsure life insurance ads misleading: ASIC

KARREN VERGARA  |  TUESDAY, 19 DEC 2017
The final investigation into CommInsure will see the life insurer pay $300,000 to a community group after ASIC raised concerns about misleading advertisements for two of its life insurance policies. An investigation between mid-2013 to March 2016 found ...

Industry split on life insurance cover: Poll

KARREN VERGARA  |  MONDAY, 18 DEC 2017
Whether or not superannuation funds should stop charging life insurance cover after 13 months without contributions has divided the industry, Financial Standard's weekly survey results show. Forty-nine percent of respondents said it's only fair superannuation ...

Alpha Fund Managers awards income mandate

JAMIE WILLIAMSON  |  MONDAY, 18 DEC 2017
Alpha Fund Managers has awarded a mandate to a specialist credit investment manager. Blue Quay will join the lineup of Alpha's Diversified Income Fund portfolio. Now in its fifth year, the Blue Quay High Income Fund from Blue Quay Investment Management ...

ASIC widens conflicted adviser remuneration rules

ALEX BURKE  |  THURSDAY, 7 DEC 2017
... another representative of the licensee (e.g. an employee of the authorised representative)." "However, the exclusion will only apply if the client has authorised passing on the benefits in this way, and no AFS licensee or authorised representative that ...

MyPlanner enters ASIC radar

JAMIE WILLIAMSON  |  WEDNESDAY, 6 DEC 2017
... representatives complied with financial services laws and did not carry out satisfactory supervision. The conditions also apply to MyPlanner Professional Services, a second AFSL that a large number of MyPlanner advisers and staff recently transitioned ...