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Showing 1211 - 1220 of 1941 results for "SAFE"

Perennial Australian equity trust rated by Lonsec

MARK SMITH  |  WEDNESDAY, 3 DEC 2014
Perennial Value's Wealth Defender Australian Shares Trust has been given a "Recommended" rating by Lonsec. The rating follows an earlier 'Recommended' rating from Zenith Investment Partners. The Wealth Defender trust is listed on the BT Wrap, Asgard ...

Super returns dip in September quarter

JAMES FERNYHOUGH  |  FRIDAY, 28 NOV 2014
Super funds saw a further dip in returns in the September quarter, on average falling by between 60 and 80 basis points compared to the June quarter, according to the second batch of MySuper statistics released by the Australian Prudential Regulation ...

ASIC stands up for adviser national exam

LAURA MILLAN  |  FRIDAY, 28 NOV 2014
Advisers in Australia should undertake a national examination to lift industry standards, Australian Securities and Investments Commission (ASIC) chairman Greg Medcraft has told a parliamentary committee "The industry needs to get its house in order ...

FPA shines light on "catch-all" dilemma

LAURA MILLAN  |  TUESDAY, 25 NOV 2014
... back the "catch-all" provision in section 961(2)(g) of the best interests duty, which adds a very general clause to the six safe harbour definitions of what constitutes 'best interest'. Bobbin said that in order to fulfill the requirements of the best ...

Original FoFA laws take immediate effect

JAMES FERNYHOUGH  |  THURSDAY, 20 NOV 2014
... regulated by a 'catch-all' provision in section 961(2)(g) of the best interests duty, which adds a very general clause to the six safe harbour definitions of what constitutes 'best interest'. In the end, commissions for general advice were left out of ...

Increased record keeping provisions for advisers

LAURA MILLAN  |  TUESDAY, 18 NOV 2014
... and the actions they took to show that they acted in the best interests of the client," she said. "If they relied on the 'safe harbour' provision, this includes records of all the safe harbour criteria." She explained that advisers and licensees need ...

Non-aligned licensee inquiries to rise in 2015

LAURA MILLAN  |  MONDAY, 17 NOV 2014
... Tynan said. Forte Dealer Solutions director Steven Prendeville said: "Post-GFC, advisers turned to banks because they were safe harbours and now, with more regulatory certainty, more consumer awareness and better economic conditions, advisers are looking ...

IFM has 'concerns' over infra prices

JAMES FERNYHOUGH  |  FRIDAY, 14 NOV 2014
... infrastructure bubble, Cooper said: "I don't want to say there's a bubble developing, but there is a lot of money... looking for safe returns, or looking for assets that are really struggling for a home. "It's fair to say we have some concerns. In the ...

ASFA launches blueprint for post-retirement system

JAMES FERNYHOUGH  |  THURSDAY, 13 NOV 2014
... are looking for a steady income stream throughout their retirement," said Vamos. "We need to ensure that they can make a safe choice, with as much flexibility as possible to cater for a very diverse group of older Australians." Vamos said the system ...

State Street partners with wealth management tech provider

MARK SMITH  |  THURSDAY, 13 NOV 2014
... wealth-management solutions. "FNZ has strong capabilities in the platform space and we are delighted to be offering innovative safe-keeping, administration and reporting services to State Street's wealth adviser clients who have increasingly complex ...