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Showing 91 - 100 of 352 results for "Levy"

ASIC, APRA reviewer deprioritised by government

JAMIE WILLIAMSON | WEDNESDAY, 10 MAY 2023

... improve members' outcomes. This consumer advocate measure will be offset by an increase in the Superannuation Supervisory Levy administered by APRA, the government said.

How this budget was built

ALEX DUNNIN | TUESDAY, 9 MAY 2023

... it one of the highest long-term risk areas in the whole budget. It's only a matter of time until a superannuation-like levy is proposed. Payments to seniors, which in the main are Age Pension payments and aged care expenditures, are meanwhile growing ...

Adopt QAR recommendations now: Levy

CASSANDRA BALDINI | TUESDAY, 2 MAY 2023

Quality of Advice Review chair Michelle Levy says the government is stalling the implementation of the recommendations set out in her final report. The 267-page report, initially released to government in December, included 13 primary recommendations ...

Digital advice association in the works

CASSANDRA BALDINI | TUESDAY, 11 APR 2023

... association. He explained the new association is focused on key initiatives and invested a lot of time with QAR chair Michelle Levy to help her better understand the role and definition of digital advice. And there are three key goals of the association ...

FPA voices concern on proposed CSLR, FAR laws

ANDREW MCKEAN | FRIDAY, 10 MAR 2023

... current numbers," Abood said. "This is a significant impost on advisers who already face increased costs from the unfrozen ASIC levy, PI premiums and the increased costs all businesses are facing in the current high inflation environment." As previously ...

QAR does not "trash" FoFA: Anderson

CASSANDRA BALDINI | TUESDAY, 7 MAR 2023

... prioritised. The original QAR proposal suggested removing the legislated BID however after much industry feedback Michelle Levy amended her final report to recommend a Statutory Best Interests Duty. "We now have nearly 10 years of experience with the ...

Super fund advice needs more guardrails: Conference

KARREN VERGARA | MONDAY, 27 FEB 2023

... superannuation fund members, but many are convinced that this only works in theory. The Quality of Advice Review chair Michelle Levy stuck to her guns at the recent SMSFA Conference, forging ahead with the idea that financial advice should be easily ...

Put controls in place for super funds: Associations

CASSANDRA BALDINI | THURSDAY, 9 FEB 2023

... personal advice to their members regarding their interests in the fund, including the transition to retirement. Michelle Levy explained in doing so, trustees will be required to consider member's personal circumstances, including their family situation ...

"A lawyer's picnic": QAR report slammed

JAMIE WILLIAMSON | THURSDAY, 9 FEB 2023

... advice. Super Consumers Australia director Xavier O'Halloran said the regulatory framework proposed by review chair Michelle Levy will result in independent, professional advice being only accessible to those who can afford it. Those who cannot "will ...

My mind has not been changed: Levy

CASSANDRA BALDINI | WEDNESDAY, 8 FEB 2023

... Financial advisers and non-relevant providers should share the load when it comes to giving simpler financial advice, Michelle Levy maintains. As previously flagged in the draft proposals, Levy has suggested the Corporations Act be amended to provide ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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