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Showing 1061 - 1070 of 2027 results for "Application"

Class partners actuarial certificate provider

MARK SMITH | MONDAY, 20 JUL 2015

... determine what proportion of the fund's income is exempt from tax. The partnership means that from the Class Super application, and with a single click, users can submit an actuarial certificate request with Lime Actuarial and then have the actuarial ...

ASIC bans auditor and adviser

ALEX BURKE | WEDNESDAY, 15 JUL 2015

... policy to a client without the client's approval, using one client's bank account details on another client's policy application, and issuing "at least" 12 policies to clients who either did not exist or had false details in their applications. Over ...

Class expands in the SMSF cloud

DARREN SNYDER | WEDNESDAY, 8 JUL 2015

... complete can now be triggered with the push of a button. Cloud-based solution, Class Super, has launched a suite of application programming interfaces (APIs) as well as a single sign-on facility that provides more user-friendly and secure access to its ...

SMSFs to access Berkshire Hathaway from Australia

LAURA MILLAN | TUESDAY, 7 JUL 2015

Self-managed super funds (SMSFs) will be able to access Warren Buffet's Berkshire Hathaway from Australia. MDS Financial-owned Sequoia Specialist Investments has launched a number of structured products that provide exposure to the performance of Berkshire ...

ME Bank invests $90 million for a digital future

DARREN SNYDER | FRIDAY, 3 JUL 2015

Industry super fund-owned ME Bank recently completed a $90 million digital transformation allowing it to analyse big data. ME Bank is now also able to offer new variable home loans among other functions, including the ability to analyse big data, delivering ...

Nominations open for AFA Adviser of the Year Award

STAFF WRITER | FRIDAY, 19 JUN 2015

... the winners announced at the AFA National Adviser Conference, in Cairns on 27 October. More information, including application forms, can be found at www.adviseroftheyear.com.au.

Australian Unity to list office property fund

DARREN SNYDER | TUESDAY, 16 JUN 2015

Australian Unity is proposing to list its office property fund on the Australian Securities Exchange. Announcing the proposal was Australian Unity real estate investment general manager, Mark Pratt, who said the fund's portfolio of properties has solid ...

US fiduciary rule fight not slowing down

ALEX DUNNIN | TUESDAY, 16 JUN 2015

US financial services professional associations fire another salvo in their 5-year fight over limiting the application of fiduciary rules for financial advisers. Speaking to the Bipartisan Policy Center last month, the chief executive of the Securities ...

Finology expert to address AFA roadshow

DARREN SNYDER | FRIDAY, 12 JUN 2015

... Fox said. "The AFA sees a strong alignment with our education philosophy of balancing academic rigour with practical application and connecting knowledge with adviser performance". Lazenby will hold a two hour interactive workshop - "Finology Forum ...

Early release super approvals increasing

DARREN SNYDER | THURSDAY, 11 JUN 2015

About 73% of Australians who applied for an early release of their superannuation were given approval in the first 10 months of the 2014-15 financial year, according to data from the Department of Human Services. As of April more than 16,000 early release ...

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Global X awards mandate for ETF business

ELIZA BAVIN

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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