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Showing 121 - 130 of 779 results for "Scope"

Treasury releases climate disclosure draft legislation

RACHEL ALEMBAKIS | TUESDAY, 16 JAN 2024

... or more in revenue, $25 million or more in assets and 100 or more employees would begin mandatory reporting in July 2027. Scope 1 and 2 reporting would be required from the first year of reporting, with Scope 3 reporting required from the second year ...

UK to overhaul advice affordability, access

KARREN VERGARA | TUESDAY, 12 DEC 2023

... Delivering Better Financial Outcomes report sets out a number of changes that include offering better scaled or limited scope advice, and introducing a new class of "qualified advisers" who can offer simple personal advice but not charge fees in retu ...

QAR final response winds clock back, says FAAA

JAMIE WILLIAMSON | THURSDAY, 7 DEC 2023

... changes such as the introduction of non-relevant providers to the advice space with super funds initially. There was a limited scope to the type of advice that could be provided and collectively charged because of the Sole Purpose Test. And these people ...

Final QAR reforms open door to super funds

CASSANDRA BALDINI | THURSDAY, 7 DEC 2023

... interests will remain. Nevertheless, the revised standard will offer more explicit legislative backing for scaled or limited-scope advice, provided it aligns with the client's objectives and needs and in situations where the advice provider possesses ...

ASIC forced to pay James Mawhinney's legal costs

JAMIE WILLIAMSON | TUESDAY, 28 NOV 2023

... Federal Court of Australia's decision last month to reject ASIC's attempts, which included additional allegations outside the scope of the case remittal order issued last year and new penalties not previously sought in the original case filed in 2020. ...

Super funds increasing offshore investment, currency hedging lessens: NAB

ANDREW MCKEAN | MONDAY, 27 NOV 2023

... international assets. NAB executive, markets corporate and institutional sales John Bennet said the 2023 report expanded in scope in order to provide deeper insights on how funds are adapting their investment decisions and implementation processes to ...

Key advice reforms still coming, Jones promises

JAMIE WILLIAMSON | WEDNESDAY, 22 NOV 2023

... training ground for holistic advisers. "Whatever we do with super funds has to have tight governance and regulation around the scope of advice, how it's charged and the qualifications of those providing it," Jones said. "So, narrower scope of advice ...

Insignia Financial finds buyer for Millennium3

CASSANDRA BALDINI | TUESDAY, 21 NOV 2023

... of our professional services advice businesses, Shadforth Financial Group and Bridges Financial Services, expanding the scope of advice through superannuation, and to leverage future opportunities presented by the government's response to the Quality ...

ASX awards settlement, clearing mandate

KARREN VERGARA | MONDAY, 20 NOV 2023

... sub-register services. The clearing phase is estimated to cost between $105 and $125 million, spread out over multiple years. The scope, timing, and cost of the settlement and sub-register phase is to be determined in late 2024 with stakeholder consultation. ...

Super funds missing out on rich returns from Aussie agriculture

ANDREW MCKEAN | FRIDAY, 17 NOV 2023

... be increasingly important moving forward." According to a JLL report, global farmland has reached its peak, with limited scope for development worldwide, underscoring the need for increased productivity and technological solutions. "There's only one ...

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Australian Unity to shed 195 roles

MATTHEW WAI | 12:42PM

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI | 12:34PM

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI | 12:17PM

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA | 12:29PM

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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