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Showing 91 - 100 of 101 results for %22High Level Expert Group%22

AIST calls for SMSF reform

ALEX DUNNIN  |  FRIDAY, 16 MAY 2008
... requirements". "There are [APRA-regulated] 'fit and proper' requirements in the large funds sector and there is a generally high level of skills of experience among the trustees. Our point is there is a need for some form of formal training and evidence ...

High net worth, high expectations

MICHAEL HOBBS  |  THURSDAY, 13 MAR 2008
As much as providing planning services to high net worth clients is a surefire way to grow funds under advice (FUA), gaining their loyalty is as hard as it looks. Accountants and financial planners shouldn't consider servicing high net worth clients ...

Govt creates super advisory

MICHAEL HOBBS  |  WEDNESDAY, 5 MAR 2008
... superannuation issues which would ensure matters are thoroughly analysed. "I anticipate the committee will provide a high level perspective on superannuation issues and complement broader stakeholder consultations being undertaken by the government," ...

ARIA awards Principal $400m mandate

CHRIS NICHOLLS  |  TUESDAY, 15 MAY 2007
... been awarded a $400 million mandate from the Australian Reward Investment Alliance (ARIA). The fund focuses on diversified, high-yield fixed income securities and aims to beat the UBS Bank Bill Index by three per cent over rolling three-year periods ...

AML to redefine dealings with currency clients

ALEX DUNNIN  |  WEDNESDAY, 28 MAR 2007
... But you don't want to keep too few so you breach AML." "[However], the legislation doesn't say dealing with a customer is high risk. [But] it does say you must determine if you want to deal with that customer." Carol Beamier, global AML practice leader ...

Budget super changes not for low budgets

... been a lot in the press about how fabulous the new Federal Government rules on super are. In reality, it's very good for high income earners but for the majority of Australians, it will have no effect, certainly not for a lot of years." Instead she suggested ...

Aviva snaps up Infocus stake

KATE HAGE  |  THURSDAY, 19 OCT 2006
... expertise/" Aviva group manager public affairs, Simon Morgan, said the deal will give Infocus the infrastructure and board level expertise to expand their national presence. "We have expertise in issues such as corporate governance, we have a strong ...

No to fad funds, yes to expertise: InvestorWeb

... funds' to remind investors that, while investment themes are important, the fund manager's track record is still king. The group has recently completed its 2006 Global Specialist Sector review in which it named six funds as a 'strong buy'. These are ...

ISS acquires Proxy Australia

... Superannuation Investors. "We have an acute awareness of institutional client needs across the world's markets and we place a high value on local market expertise," ISS president and chief executive officer John Connolly says. Proxy ISS will expand in ...

Multi-managers set to multiply as Russell tops review

... no longer enough. Investors need to be aware that despite having a multi-manager 'label', few providers can offer a high level of expertise across all elements of the multi-manager process."