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Countplus appoints new CEO

ALEX BURKE  |  FRIDAY, 24 FEB 2017
Countplus is welcoming the former chair of the Financial Planning Association as its new chief executive. Matthew Rowe will take the reins at the ASX-listed wealth management group having been a director since October last year. He is also chair and ...

Women in Super launch 2017 scholarships

JAMIE WILLIAMSON  |  THURSDAY, 23 FEB 2017
... access and opportunities to women in leadership," Kennedy said. For more information on the available scholarships, and to apply, visit the Women in Super website.

Fox urges advisers to become professionals

EMMA RAPAPORT  |  TUESDAY, 21 FEB 2017
Professionalism, trust, and gaining public confidence were the key takeaway messages from AFA chief executive Brad Fox at this year's Genxt Connect Tour. Speaking to a crowded Sydney ballroom, Fox plead financial advisers to take the financial standards ...

Fraser review challenges super board independence

DARREN SNYDER  |  FRIDAY, 17 FEB 2017
... proposed to start date on 1 July, 2017 and has been circulated to the AIST membership for feedback and consultation. It will apply to more than 50 profit-to-member funds with recommendations that exceed existing legal and APRA regulatory requirements ...

Myer Family Company appoints CIO

ALEX BURKE  |  TUESDAY, 7 FEB 2017
Myer Family Company is welcoming three new hires to its investment team, including a chief investment officer. The family office has appointed Michael E. Drew as chief investment officer along with the Adam Walk as head of investments. Drew and Walk ...

ATO calls time on SMSF safe harbour rules

ALEX BURKE  |  MONDAY, 30 JAN 2017
... to ensure they comply with PCG 2016/5, you should take urgent action to ensure the non-arm's length income rules will not apply to the SMSFs because of the loan terms." He added: "It is also a good opportunity to review the other parts of the LRBAs to ...

Aussies attempt CFA in record numbers

JAMIE WILLIAMSON  |  MONDAY, 30 JAN 2017
... years in the investment industry, commit to abide by the CFA Institute Code of Ethics and Standards of Professional Conduct, apply to a CFA Institute society and become a member of CFA Institute. The December 2016 Level I exam was administered in 104 ...

Saxo teams up for auto analysis tool

EMMA RAPAPORT  |  FRIDAY, 27 JAN 2017
... trade signals into the SaxoTraderGO platform. The integration of SaxoTraderGO with the Autochartist will allow users to apply customisable filters to their preferred asset classes, and receive daily market snapshots and high impact economic news alerts. ...

Medium risk for terrorism funding in financial advice

ALEX BURKE  |  THURSDAY, 22 DEC 2016
... commended this, saying: "It has simplified a complex area of regulation, making it easy for financial planners to understand and apply." AUSTRAC chief executive Paul Jevtovic said: "This type of industry partnership has become an important feature of ...

mFund to expand product offering

JAMIE WILLIAMSON  |  THURSDAY, 22 DEC 2016
... greater range of managed investment products available via the mFund Settlement Service. Until now retail investors could only apply for and redeem interests in simple managed investment schemes with a shorter PDS, but a revision to the Class Order will ...