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Showing 1131 - 1140 of 2080 results for "Apply"

CGT top of adviser minds

KARREN VERGARA  |  TUESDAY, 11 APR 2017
... 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 ...

Unclear disclosure costs bank $5m

KARREN VERGARA  |  MONDAY, 3 APR 2017
... 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 ...

Global SMA rated superior

JAMIE WILLIAMSON  |  FRIDAY, 31 MAR 2017
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 ...

Deadline looming for adviser tax registration

KARREN VERGARA  |  WEDNESDAY, 29 MAR 2017
... 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 ...

CommInsure cleared of medical misconduct

ALEX BURKE  |  THURSDAY, 23 MAR 2017
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 ...

Robo-advice portfolios benefiting from quant factors

KARREN VERGARA  |  THURSDAY, 16 MAR 2017
... 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 overhauls ESG investment strategy

KARREN VERGARA  |  THURSDAY, 16 MAR 2017
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 ...

Actuaries Institute names new president

ALEX BURKE  |  WEDNESDAY, 15 MAR 2017
... 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. ...

Westpac deputy chief executive retires

KARREN VERGARA  |  WEDNESDAY, 15 MAR 2017
... 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 ...

UniSuper redefines comfortable retirement

EMMA RAPAPORT  |  TUESDAY, 14 MAR 2017
... 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 ...