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Showing 1161 - 1170 of 4032 results for "Personal"

Citi names client director from within

ANNABELLE DICKSON  |  WEDNESDAY, 17 FEB 2021
... at Citi specialising in fixed income and foreign exchange solutions for clients. He originally joined the company as a personal banker in 2010. In his new role, Liu will manage Citi's high net worth clients and be a point of contact to navigate times ...

SMSFs primed for best financial interests duty

KARREN VERGARA  |  TUESDAY, 16 FEB 2021
... standard when it comes to the sole purpose test, and transactions and decisions that could result in members deriving a personal benefit from the use of fund assets have always been heavily regulated and scrutinised," he said. The new best financial ...

CommSec launches trade knowledge tool

ELIZA BAVIN  |  MONDAY, 15 FEB 2021
... knowledge, at their own pace, to make informed investment decisions. He added that the tool is not intended to offer personal advice or recommendations, rather it was designed to help investors get a better understanding of their investments and the ...

Ponzi schemer succeeds at appeal

ELIZABETH MCARTHUR  |  FRIDAY, 12 FEB 2021
... withdrew the money as cash, used it to repay their credit card debts, transferred it straight into Maureen Johnston's personal account and paid deposits in what ASIC labelled a "Ponzi-style" operation. When Maureen Johnston was sentenced, the presiding ...

NAB hires new executive

ELIZA BAVIN  |  WEDNESDAY, 10 FEB 2021
... take up the same role at NAB. NAB told Industry Moves it has appointed Anastasia Cammaroto as chief information officer, personal banking, within the NAB technology and enterprise operations division. Prior to NAB Cammaroto was chief information officer ...

Ian Macoun sells $83m of Pinnacle shares

KANIKA SOOD  |  TUESDAY, 9 FEB 2021
... substantial shareholder for many years to come. I am delighted that this sale has allowed me to partially diversify my personal investments, with all or most of the proceeds (after tax) to be reinvested in a diversified range of funds of Pinnacle affiliates," ...

High Court dismisses Westpac appeal

JAMIE WILLIAMSON  |  WEDNESDAY, 3 FEB 2021
The High Court has affirmed the Federal Court's 2019 decision that two Westpac subsidiaries provided unlicensed personal financial advice. In a decision handed down today, the High Court of Australia dismissed Westpac's appeal, determining the ...

ASIC policy on debenture trustees inconsistent: MSC

KANIKA SOOD  |  FRIDAY, 29 JAN 2021
... the Corporations Act. The section lays the requirements for trustees of unlisted debenture insurers including how much personal indemnity insurance they should hold. MSC said it understood ASIC applied the financial requirements unevenly to only professional ...

Malicious attacks most common in finance

ELIZA BAVIN  |  FRIDAY, 29 JAN 2021
... in place for responding to data breaches. "Being prepared for a data breach is important for all entities that handle personal information. Entities must have effective systems for detecting, containing, assessing, notifying and reviewing data breaches," ...

ASIC detects imposter bond scam

ANNABELLE DICKSON  |  THURSDAY, 28 JAN 2021
... that: incredible." Chester warned investors to ensure they check the details of the company are correct before sharing personal information.