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Showing 1391 - 1400 of 4013 results for "Accounts"

Advisers too time-poor for cash management

HARRISON WORLEY  |  THURSDAY, 12 MAR 2020
... Standard it was hard for advisers to be across the cash flow of a client given so many Australians use multiple bank accounts across different institutions. "Gone are the days when I just had all my bank accounts with one bank, and had everything in ...

MLC changes super fees, adds menu

KANIKA SOOD  |  WEDNESDAY, 11 MAR 2020
MLC is lowering the fees for its MasterKey Fundamentals product for accounts above $150,000, and introducing a new core menu. From April 1, MasterKey Fundamentals will lower its fees for 58,000 clients and members. This is the new product which MLC ...

Lack of independence must be made clear: ASIC

ELIZA BAVIN  |  TUESDAY, 10 MAR 2020
... for superannuation trustees, following the recommendations from the Royal Commission that advice fees from super choice accounts be renewed annually. The recommendation states that the deduction of any advice fee from super accounts, excluding MySuper ...

Praemium rolls out investment tools, options

HARRISON WORLEY  |  TUESDAY, 10 MAR 2020
... managed account (SMA). Praemium has moved to embed Sustainalytics ESG research and analysis within its integrated managed accounts platform to provide advisers with a more intuitive way to tailor client's portfolios to their specific ethics and values. ...

BT's transition not so super

KANIKA SOOD  |  MONDAY, 9 MAR 2020
... superannuation members are complaining of laggard customer service and reduced benefits, as BT transitions about 280,000 accounts to its new product. In November, BT said it would migrate members in BT Lifetime Super - Employer Plan (LSEP) and BT Business ...

A man is not a plan: Rice Warner

ELIZA BAVIN  |  MONDAY, 9 MAR 2020
... the $450 threshold for SG payments, consider providing tax deductibility of financial planning and allow joint super accounts for married couples, amongst other things. Rice Warner said it is not solely the responsibility of the government, but also ...

Chief economist update: Australia's gentle turning point to turn

BENJAMIN ONG  |  THURSDAY, 5 MAR 2020
... his claim that, "the Australian economy appears to have reached a gentle turning point". The latest Australian National Accounts proved the truth in Lowe's statement. The domestic economy expanded by a better-than-expected 2.2% in the year to the ...

WealthO2 appoints national BDM

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
... WealthO2 is a privately-owned wealth management platform established in 2015. Services include managed discretionary accounts, automated record of advice for non-discretionary managed accounts, wholesale managed funds, superannuation and pension port ...

Advice groups criticise rushed legislation

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 MAR 2020
... disadvantage MySuper members who should have access to financial advice and should not be forced to pay for it out of their bank accounts if they are unable to afford it from their cashflow." The AFA also took issue with page 242 and 243 of the Royal ...

Aussie at center of international scheme

ELIZA BAVIN  |  TUESDAY, 3 MAR 2020
... citizen living in Malaysia - was ordered to surrender over $24.5 million (US$16 million) from his personal and company accounts with MOBE agreeing to pay over $26 million (US$17 million). McPhee will also be required to surrender his foreign real estate ...