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Showing 1051 - 1060 of 4663 results for "DOL"

Focus on tax outcomes to drive up member returns: Parametric

ALEX BURKE  |  TUESDAY, 3 APR 2018
Research from Parametric shows a tax-efficient super investment portfolio can demonstrably improve member outcomes. The report, co-authored by chief investment officer Paul Bouchey, research managing director for Australia Raewyn Williams and researcher ...

Chief economist update: Caught in the crossfire

BENJAMIN ONG  |  TUESDAY, 3 APR 2018
Isn't Australia part of the lucky group of countries (that include the EU, Argentina, Brazil, Canada, Mexico and South Korea) US President Donald Trump, in all his benevolence, graciously granted exemptions (albeit, temporarily) from his protectionist ...

Managed accounts climb to $57bn

ALEX DUNNIN  |  TUESDAY, 27 MAR 2018
The managed accounts sector climbed 46% last year to reach $57 billion by December 2017, according to the latest Institute of Managed Account Professionals market census. The results show that managed accounts are growing three times faster than other ...

Look inside to drive fintech forward: AltFi Summit

DARREN SNYDER  |  MONDAY, 26 MAR 2018
An online mortgage broker believes fintechs partnering with robo-advisers, digital banks and online lenders is important for industry innovation but even more critical are relationships with established players. Speaking ahead of the AltFi Australasia ...

Former Provident Capital MD still banned but allowed procedural fairness

DARREN SNYDER  |  THURSDAY, 22 MAR 2018
The Federal Court has upheld ASIC's five-year disqualification of the former managing director at Provident Capital but found the Administrative Appeals Tribunal denied the MD procedural fairness in its hearing. ASIC explained that on 20 February 2015 ...

Shuttering dividend cash loophole to hit SMSFs

KARREN VERGARA  |  TUESDAY, 13 MAR 2018
The Labor Government is proposing to eliminate cash refunds received from excess dividend imputation credits - a "generous" tax loophole that's mostly benefiting self-managed super funds. Shadow treasurer Chris Bowen said this "unfair revenue leakage" ...

Insto mandate seeds Aviva fund launch

DARREN SNYDER  |  TUESDAY, 6 MAR 2018
A global institution is placing $225 million with Aviva Investors to be the asset manager's cornerstone investor for its latest fund launch in Australia. Last month Aviva Investors chief executive Euan Munro revealed the firm, via its new mandate win ...

FOS submission points finger at advisers

JAMIE WILLIAMSON  |  MONDAY, 5 MAR 2018
Financial advisers account for more than one-third of all serious misconduct issues identified by the Financial Ombudsman Service since early 2012. In a submission to the Royal Commission, FOS attributed 39% of serious misconduct identified in the last ...

NPP to take super by storm: Research

KARREN VERGARA  |  THURSDAY, 1 MAR 2018
Research from CBA and KPMG Australia shows the New Payments Platform (NPP) can save the superannuation industry time and millions of dollars each year. Launched in February, the NPP is able to settle transactions in real-time. The time it takes to top ...

Advice clients demand philanthropic conversations

KARREN VERGARA  |  THURSDAY, 1 MAR 2018
Philanthropy is becoming part of the conversation between financial advisers and clients as it's an area increasingly accessible to middle Australians, an estate planning expert says. Australian Unity Trustees national manager of estate panning Anna ...