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Showing 1411 - 1420 of 6177 results for "Statement"

Chief economist update: Surveys say...

BENJAMIN ONG  |  FRIDAY, 17 APR 2020
... +1). The drop in forward orders (-29 from -4) indicates that there'll be more pain to come and affirms NAB's statement that, "...as time passes and containment measures are kept in place it is likely that conditions will fall further as more ...

ASIC provides relief around early super access advice

JAMIE WILLIAMSON  |  TUESDAY, 14 APR 2020
... of advice around the government's early access to super scheme, ASIC has allowed advice providers to not give a Statement of Advice (SOA) when doing so; permitted registered tax agents to give advice to existing clients about the scheme without an ...

Isolated advisers enter the digital age

ALLY SELBY  |  THURSDAY, 9 APR 2020
... so that in itself creates efficiencies because clients don't call back and go, 'oh, what did you say in that Statement of Advice presentation meeting?' They actually naturally go back to the video recorded during the meeting and check themselves." ...

Will COVID-19 kill the balanced option?

ELIZABETH MCARTHUR  |  THURSDAY, 9 APR 2020
As consumers saw their superannuation balances nosedive when the COVID-19 pandemic began wreaking havoc on the market, many were surprised to learn their retirement savings weren't quite as safe as they thought, reigniting the debate around 'balanced' ...

Morningstar releases time saving tool amid crisis

ALLY SELBY  |  THURSDAY, 9 APR 2020
... new clients and growing revenue. Morningstar's financial planning software AdviserLogic will now feature a digital Statement of Advice (SoA) module, which will help streamline strategy selection, product comparison and document editing to make processes ...

Hostplus responds to PDS controversy

ELIZABETH MCARTHUR  |  THURSDAY, 9 APR 2020
... tourism industries - who have been thrust into unemployment. On 9 April 2020, Hostplus updated its Product Disclosure Statement including a clause in its terms and conditions stating that it can freeze redemptions and prevent cash switching. "The trustee ...

Taxman simplifies work from home deductions

KANIKA SOOD  |  WEDNESDAY, 8 APR 2020
... keep records on hours of work through methods such as timesheets or diary notes. On their myGov or tax agent return statement, they must note 'COVID-hourly rate'. Australians using this method can't claim any additional expenses deductions. ...

ASIC winds up three financial services companies

ELIZA BAVIN  |  WEDNESDAY, 8 APR 2020
ASIC has announced it recently obtained wind up orders for three financial services companies, including two financial advice businesses. The Federal Court of Australia in Melbourne handed down the orders to wind up Australasia Wealth Services and Management ...

Chief economist update: COVID-infected Aussie stats trickle in

BENJAMIN ONG  |  WEDNESDAY, 8 APR 2020
... that's before factoring in the disruptions to supply chains around the world. To paraphrase Governor Lowe's statement, Australia may not be able to avoid a recession this time, but the coordinated monetary and fiscal response would keep it sh ...

Former financial adviser permanently banned

HARRISON WORLEY  |  TUESDAY, 7 APR 2020
A former financial adviser is the first person to be permanently banned from having any involvement in financial services or credit businesses in Australia. ASIC has used its newly sharpened teeth to permanently ban former Adelaide financial adviser ...