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Search ResultsShowing 91 - 100 of 100+ results for "MDA"
AFS advisers denied access to brokerage account
LAURA MILLAN  |  WEDNESDAY, 14 AUG 2013
... the company on April 2013. The AFS Group of companies included AFS Group Limited, Australian Financial Services Limited, MDA Private and Strategy Portfolio Limited.
SMSFs urged to consider transparent alternatives to managed funds
JAMES FERNYHOUGH  |  WEDNESDAY, 10 JUL 2013
... Crystal Wealth executive director John McIlroy. "Trustees can see exactly what is in their equities' basket every day in an MDA," he said He said MDAs offer a less costly and cumbersome way of investing in overseas shares, with the account holder delegating ...
Customised portfolios ease FoFA burden
MARK SMITH  |  TUESDAY, 18 JUN 2013
... obligations under FoFA." Select said funds with functions such as tail-risk hedging are not as easily available through wrap or MDA accounts and advisers would benefit from greater investment choice by using a customised multi-asset portfolio. Wise said ...
AFS goes into liquidation
LAURA MILLAN  |  FRIDAY, 31 MAY 2013
... the company on April 2013. The AFS Group of companies includes AFS Group Limited, Australian Financial Services Limited, MDA Private and Strategy Portfolio Limited. BDO has also made an urgent application to the Court to get directions regarding the ...
ASIC MDA review requires further clarity: IMAP
ALICE URIBE  |  TUESDAY, 30 APR 2013
... its submission to the Australian Securities and Investment Commission (ASIC) addressing the regulator's renewed approach to MDA's in Consultation Paper 200: Updates to RG 179, IMAP argued that: "The requirement for annual reviews imposes a cost on the ...
BDO appointed administrator of the AFS Group
LAURA MILLAN  |  WEDNESDAY, 24 APR 2013
... designated administrators of the AFS Group companies, including AFS Group Limited, Australian Financial Services Limited, MDA Private and Strategy Portfolio Limited. BDO Australia will place a moratorium on the payment of unsecured creditors' accounts ...
MDA guidance review will bring coherence and consistency
LAURA MILLAN  |  THURSDAY, 28 MAR 2013
... fund managers welcome the Australian Securities and Investments Commission (ASIC) review of Managed Discretionary Accounts (MDA) guidance as it will bring coherence and consistency to an under-regulated sector. "The review is a good thing because it ...
Managed accounts set for an overhaul
LAURA MILLAN  |  MONDAY, 11 MAR 2013
... Australian Securities and Investments Commission (ASIC) consultation paper outlining how Managed Discretionary Accounts (MDA) should be operated. Industry players have until 19 April to submit their views with the final regulatory guide released by Christmas. ...
SFG rolls out FOFA-ready MDA
MELANIE TIMBRELL  |  THURSDAY, 19 JUL 2012
SFG Australia has rolled-out FOFA-ready managed portfolio and dynamic portfolio update services to its advice network. Colonial First State Custom Solutions is administering the new offerings via the Symetry Endeavour Portfolio Service. The rollouts ...
IMAP: Make changes early to get FOFA ready
CLAIRE MCGREAL  |  FRIDAY, 18 NOV 2011
... run a wrap free of volume rebates in the future. Wouldn't it be better to be a cleanskin under the coming laws and have an MDA or other structure that is free of rebate issues? said Potter.
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