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Showing 111 - 120 of 266 results for "Agents"

Combined Insurance to work with ASIC on fraud leak

ALEX BURKE  |  WEDNESDAY, 15 APR 2015
... insurance firm, Moore revealed what she described as a "greed is good" culture at the company - she alleged Combined Insurance agents were selling customers unnecessary (and in some cases useless) insurance products to maximise commissions. She also ...

APAC asset managers to invest heavily in data

ALEX BURKE  |  TUESDAY, 17 MAR 2015
... officer and head of advisory solutions Jessica Donohue. "Advanced data tools and practices will be one of the most powerful agents of change in the investment industry over the next decade." "The big question institutions need to ask themselves is where ...

RG146 "insufficient" on tax education: IPA

LAURA MILLAN  |  THURSDAY, 16 OCT 2014
... that financial advisers providing tax advice should be required to have the same level of Australian tax knowledge as tax agents. "RG146 training of a financial adviser lacks the comprehensive education on Australian taxation law," the IPA said. "We ...

Anticipatory and moderate adjustments had become necessary

BENJAMIN ONG  |  WEDNESDAY, 17 SEP 2014
... not a democracy where monetary and fiscal authorities set policy and wish and hope and pray that economic and financial agents react as they wished, hoped and prayed. Nah Virginia, China is a command economy. The Politburo commands and economic and financial ...

AAP offers PI insurance for independent advisers

LAURA MILLAN  |  WEDNESDAY, 27 AUG 2014
... quote, in many cases only doing so in the week prior to the renewal date. "With ongoing regulatory changes such as the Tax Agents Services Act, expanding a policy to cover such changes can also be quite a convoluted process," Cargakis said. "When there ...

BT makes key distribution role appointment

LAURA MILLAN  |  MONDAY, 28 JUL 2014
... FSC's advocacy efforts in relation to financial advice, including the Future of Financial Advice (FoFA) reform, the Tax Agents Services Act (TASA), advice competency and value of advice. She joined the FSC in 2010 and has over 20 years' experience in ...

FSC's Storniolo leaves to join BT

LAURA MILLAN  |  TUESDAY, 22 JUL 2014
... organisation's advocacy efforts in relation to financial advice, including the Future of Financial Advice (FoFA) reform, the Tax Agents Services Act (TASA), advice competency and value of advice. Storniolo joined the FSC in 2010 and she has over 20 years' ...

ASIC concerned about SMSFs, warns spruikers

LAURA MILLAN  |  THURSDAY, 17 JUL 2014
... to remind property developers that they need a license to operate. The regulator "issued a warning that any real estate agents recommending investors use SMSFs to invest in property must ensure they are appropriately licensed to provide the advice," ...

ASIC permanently bans former finance broker

HARRY PAGE  |  THURSDAY, 10 JUL 2014
... licence. He was found to have made false statements on Newstart allowance forms and made a false declaration to the Migration Agents Registration Authority. ASIC deputy chairman Peter Kell said Frugtniet's conduct was incompatible with the traits of ...

Treasury contemplates TASA relief for experienced advisers

LAURA MILLAN  |  THURSDAY, 26 JUN 2014
... six years of experience over the past eight and belong to a professional association will not have to meet the new Tax Agents Services Act 2009 (TASA) requirements for advisers, Treasury said. The government has issued an exposure draft outlining the ...