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Showing 91 - 100 of 952 results for "Notes"

ASIC bans former PwC partner over tax scandal

CASSANDRA BALDINI  |  MONDAY, 23 OCT 2023
... learning and will change. "PwC Australia accepts full responsibility and is deeply sorry for the misconduct that occurred and notes that significant repairs have been made and will continue to be made," he concluded.

Fidelity finds key barriers in Australian estate planning

ANDREW MCKEAN  |  WEDNESDAY, 18 OCT 2023
... designed to support their legacy wishes and this calls for expert support to navigate effectively." Consequently, the report notes that a "nest egg mentality" prevails in Australia, fuelled by uncertainty. This mindset often includes hoarding superannuation ...

Super tax change to impact SMSF members: Research

CASSANDRA BALDINI  |  WEDNESDAY, 11 OCT 2023
... sold. Under normal asset price appreciation over time, the overall tax base will be greater," he said. Further, the report notes the treatment of unrealised capital gains and carried forward capital losses is highly problematic given the general nature ...

Super funds offer merger update

JAMIE WILLIAMSON  |  TUESDAY, 3 OCT 2023
... result will be merged in the first half of 2024." All members will sit within the CBA Group Super Plan in ART, the update notes. For those members that don't wish to join ART, they will have until October 25 to transfer their retirement savings elsewhere. ...

Industry mega trends impacting distribution roles

ELIZABETH FRY  |  MONDAY, 11 SEP 2023
... distribution roles their whole careers, Watson is open to candidates with diverse backgrounds and skill sets. The country head notes that more people are coming to the distribution side with asset consulting experience or portfolio management experience ...

Investing in research generates threefold economic output

ROSE MARY PETRASS  |  THURSDAY, 7 SEP 2023
... difficult to quantify and monetise, the economic analysis only captures the direct and indirect economic impacts, the report notes. Once qualitative assessments such as research capacity, social, environmental and cultural impacts are considered, the ...

Guideway launches file note AI tool

KARREN VERGARA  |  THURSDAY, 24 AUG 2023
... has a new tool built on generative artificial intelligence (AI) that accurately converts client conversations into file notes, saving financial advisers up to two hours in administration time. FinTalk, which was built in-house by Guideway, records client ...

Active Super to face action over greenwashing

RACHEL ALEMBAKIS  |  FRIDAY, 11 AUG 2023
... against Mercer Super relate to seven 'Sustainable Plus' investment options offered by the Mercer Super Trust. ASIC notes that the Sustainable Plus options were marketed as being are suitable for members who "are deeply committed to sustainability" ...

Mayfair 101 accuses ASIC of "suspicious" conduct over FOIs

JAMIE WILLIAMSON  |  FRIDAY, 4 AUG 2023
... FOI request was made on June 20, followed by six separate FOI requests on July 21, seeking access to communications and notes exchanged between ASIC officials "that could explain the regulator's attempt to collapse" Mayfair. Mayfair says ASIC has ...

Industry grapples with looming cyber threats

CHLOE WALKER  |  THURSDAY, 27 JUL 2023
... appetite to take enforcement action against companies that fail to meet reasonable standards in managing cyber risks," he notes. And APRA regulations are now designed to make sure that financial institutions know what data they have and test to ensure ...