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Showing 121 - 130 of 1533 results for "Assessment"

BUSSQ handed stricter licence conditions by APRA amid appeal

ANDREW MCKEAN  |  THURSDAY, 20 FEB 2025
After the Federal Court threw out BUSSQ's bid to overturn the regulator's additional licence conditions, the super fund is gearing up for another fight. APRA said the imposition of the additional licence conditions on BUSSQ are to safeguard ...

Dexus delivers profit, flags 'turning point'

ELIZA BAVIN  |  WEDNESDAY, 19 FEB 2025
... closed two sub-scale products, and are in the process of reviewing opportunities to launch new products. We are actively assessment infrastructure opportunities and remain focused on modernising and stabilising funds to position the platform for when ...

RBA delivers 'cautious' cut, road ahead unclear

ELIZA BAVIN  |  WEDNESDAY, 19 FEB 2025
... are very attractive. As of today, the market is pricing in 55bps of easing over the year, which we believe is a fair assessment," Wood said. "We remain long Australian bonds across our fixed income portfolios, preferring to own the back-end of curve ...

Shift needed in retirement income advice: Allianz Retire+

MATTHEW WAI  |  FRIDAY, 14 FEB 2025
... risk tolerance and risk capacity when determining risk factors for their clients in decumulation phase. "Many risk assessment processes conflate risk tolerance (psychological attitude to risk) with risk capacity, despite the fact they should be assessed ...

SG Hiscock, Ruffer shutter funds

KARREN VERGARA  |  THURSDAY, 13 FEB 2025
... responsibilities for the fund in April 2023 from abrdn. "The closure decision has not been taken lightly. It follows a thorough assessment of the fund, market demand and expected growth opportunity," responsible entity (RE) MSC Group told investors. ...

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 ...