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| | | ... important to keep in mind CGT relief is not automatic and the client must choose, where eligible, the investments on which to apply the relief, Howard said. "Advisers are looking to get the best possible outcome ahead of 30 June and are proactively engaging ... |
| | | | ... processed by an entity outside Australia attracted international transaction fees, misleading customers to believe such fees apply only to transactions made in a foreign currency or with an overseas merchant. Westpac was similarly reprimanded in September ... |
| | | | A separately managed account portfolio providing investors with exposure to major tech disruptors was awarded a superior investment grade rating from SQM Research. The Loftus Peak Global Change Model Portfolio was awarded four out of a possible five ... |
| | | | ... industry colleagues at a recent conference that if they have not yet registered with the TPB, they have until 30 June to apply for a transitional registration. Financial planners and advisers who provide tax (financial) advice as part of their services ... |
| | | | ASIC's investigation into CommInsure found no evidence of claims managers applying pressure on medical staff to change assessments, although the regulator said claims handling fell short of community expectations. CommInsure employees have been accused ... |
| | | | ... yield, size and momentum. Schneider said one way of introducing a quantitative factor to a given thematic portfolio is to apply weights to securities based on a specific variable, for example, volatility, instead of the standard weights based on market ... |
| | | | AMP Capital is introducing an ethical investment framework that will divest about $570 million in 'dangerous' or unethical investments across its entire portfolio. The company is ramping its commitment to responsible investing, and applying its new ... |
| | | | ... president John Evans and vice president Nicolette Rubinsztein as the Actuaries Institute's new leadership team. "Actuaries apply a holistic view, consider a wide range of parameters but can also dive into the detail and understand what drives outcomes. ... |
| | | | ... financial services experience, business and risk judgment, and insightful leadership. "As deputy CEO, he has continued to apply his expertise in risk, finance, capital management and regulatory issues to further develop the group's strategy and address ... |
| | | | ... of salary replacement' model more accurately reflects individuals' circumstances, and is practical and simple to use and apply," Mr O'Sullivan concluded. UniSuper is working with global advisory firm Willis Towers Watson to develop a deeper understanding ... |
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