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Showing 1371 - 1380 of 2857 results for "Initiative"

Labor cracks down on discretionary trusts

KARREN VERGARA  |  MONDAY, 31 JUL 2017
... early 1980s, which penalised distributions to minors at the top marginal tax rate. The changes are part of Labor's initiative to increase the transparency of tax structures by establishing a public beneficial ownership register for legal entities which ...

Remembering Gerry Porter

JAMIE WILLIAMSON  |  MONDAY, 31 JUL 2017
The financial advice industry is mourning the loss of the man behind the Association of Financial Advisers' Genxt initiative. Former AFA board member and Queensland state director Gerry Porter, who passed away over the weekend, is being remembered as ...

APRA cuts red tape on superannuation transfers

ALEX BURKE  |  WEDNESDAY, 26 JUL 2017
APRA is reducing the barriers for super funds to transfer members and merge or wind up products following industry consultation. The regulator's Prudential Practice Guide SPG 227 Successor Fund Transfers and Wind-ups (SPG 227) widens the definition ...

Advice requires customisation: Research

KARREN VERGARA  |  WEDNESDAY, 26 JUL 2017
Financial advisers who customise services at an individual personal level are not only more likely to win new clients but are perceived to be trusted advisers, according to an academic. Research shows while an adviser's expertise and reputation are ...

ASIC audits limited AFSLs

KARREN VERGARA  |  THURSDAY, 20 JUL 2017
... educational material on its website, particularly around ongoing compliance obligations and client engagement. In a separate initiative, ASIC commenced legal proceedings to protect the interests of 125 people who invested $22 million in a managed investment ...

Industry fund offers retirement income bonus

EMMA RAPAPORT  |  THURSDAY, 20 JUL 2017
... $4.6 million to around 3000 members in the in the first three months of its accumulation to retirement transfer bonus initiative, with one member receiving $35,000 from the transfer bonus. The bonus commenced 6 June, 2016. Another Queensland-based fund ...

Morningstar partners to drive adviser ESG education

JAMIE WILLIAMSON  |  THURSDAY, 20 JUL 2017
... metrics with its Morningstar Sustainability RatingTM for funds, to launch the MMI/Morningstar Sustainable Investing Initiative," MMI president and chief executive Craig Pfeiffer said. Morningstar will contribute data, analysis and insight, and will co-host ...

VicSuper launches digital advice free from super speak

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
... hard work. Simple steps and clear goals can make a big difference," Dundon said. "Beeline is an important strategic initiative for us and one that we'll continue to evolve over time. Our team are continually looking for innovative ways we can provide ...

Plum Super launches retirement product

EMMA RAPAPORT  |  TUESDAY, 18 JUL 2017
... in the lead up to and during retirement has hit the market. Plum Retirement Income, a Plum Super (wholly NAB-owned) initiative, will offer an account-based pension for customers to convert their superannuation into a steady income stream. NAB general ...

New role builds Cbus momentum, Atkin joins SuperFriend

EMMA RAPAPORT  |  THURSDAY, 13 JUL 2017
The former deputy chief executive of Industry Super Australia has been appointed to the newly created role of group executive - brand, advocacy, marketing and product at $38 billion fund Cbus. Robbie Campo, known for her involvement with the long-running ...