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Showing 101 - 110 of 1508 results for "Assessment"

Finance workers worry about job displacement from AI, government urged to take action

KARREN VERGARA  |  WEDNESDAY, 12 FEB 2025
Financial services employees worry their jobs are being increasingly upended by artificial intelligence (AI), as an inquiry asks the government to urgently balance technological advancements and potential job displacements. The Future of Work report ...

FSCP orders adviser to undertake further education

KARREN VERGARA  |  WEDNESDAY, 5 FEB 2025
... before it is undertaken. Last December, the FSCP reprimanded two financial advisers who failed to provide a thorough assessment of their clients' tax liabilities. The first financial adviser was reprimanded for recommending a client make a superannuation ...

ASIC calls out super trustees over 'weak' anti-scam practices

ELIZA BAVIN  |  THURSDAY, 30 JAN 2025
The Australian Securities and Investments Commission (ASIC) has written to superannuation trustees urging them to strengthen anti-scam practices, or risk exposing their members to harm. The open letter, signed by ASIC commissioner Simone Constant, outlined ...

$3m super tax will level playing field: Australia Institute

KARREN VERGARA  |  TUESDAY, 21 JAN 2025
... push through but fell through the cracks. If passed, it will be included under the new Division 296 of the Income Tax Assessment Act 1997, effectively doubling the tax on members' earnings above $3 million from 15% to 30%. The bill's future now ...

Grattan Institute renews calls for best-in-show super funds, partial annuitisation

KARREN VERGARA  |  MONDAY, 20 JAN 2025
The Grattan Institute is urging the government to mandate the partial annuitisation of Australians' superannuation and implement the 'best-in-show' list of funds to help simplify a "complex" system and allow retirees to spend their savings ...

FAAA accuses government of crucial CSLR failure

MATTHEW WAI  |  THURSDAY, 16 JAN 2025
... to undertake an Impact Analysis when introducing a regulatory reform, which requires consideration of the options, assessment of the benefits and costs and consultation with stakeholders. Instead, the FAAA found the government undertook an equivalent ...

Mason Stevens rolls out super admin fee changes

MATTHEW WAI  |  WEDNESDAY, 15 JAN 2025
... meet significant increases in operational costs...," Mason Stevens said. According to the most recent Member Outcomes Assessment, Mason Stevens Super has about 3000 members and close to $1 billion in funds under management. At the time, its administration ...

Superhero Super assets to swell via fund transfer

JAMIE WILLIAMSON  |  FRIDAY, 20 DEC 2024
... Super for the period totaled nearly $48 million; the industry median was $29.9 million. Its most recent Member Outcomes Assessment, released in February this year, showed that its fees were significantly more expensive than the peer median across all ...

What you read in 2024

ELIZA BAVIN  |  FRIDAY, 20 DEC 2024
... Manildra Group which notified the trustee that while the fund continues to promote member outcomes, according to its own assessment, it would terminate the offering at the end of FY24. Honourable mentions UniSuper battles major system outage (May 3) ...

Perpetual takeover 'not in the best interests of shareholders'

ANDREW MCKEAN  |  TUESDAY, 17 DEC 2024
... said that it received written views from the ATO in relation to the tax treatment of the transaction that inform its assessment of the estimated net cash proceeds to shareholders, if the scheme is implemented. The ATO commissioner refused to give Perpetual ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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