The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 141 - 150 of 352 results for "Levy"

AFCA adopts user pays funding model

CASSANDRA BALDINI | TUESDAY, 31 MAY 2022

... fees with 18% of members seeing an increase largely due to higher relative complaint volumes. Further, the superannuation levy has been abolished and super funds have been brought under the same fee structure as other scheme members - with a positive ...

Mixed reviews for advice industry reviewer

KARREN VERGARA | MONDAY, 14 MAR 2022

... desperate to avoid accountability for their inept handling of the industry," Johnston said. Hume announced last Friday that Levy, a partner at Allens who has specialised in financial services, life insurance and superannuation law throughout her career ...

Legal expert to lead QAR

KARREN VERGARA | FRIDAY, 11 MAR 2022

... Jane Hume announced this afternoon, adding that the terms of reference have also been finalised. Allens partner Michelle Levy, a specialist in financial services, life insurance and superannuation law, will lead the QAR. Before Allens, she was a partner ...

AFCA consults on funding

ELIZABETH MCARTHUR | THURSDAY, 10 MAR 2022

... simplified complaints fee structure and introduces five free complaints per year to all members. It removes the superannuation levy and brings super funds under the same fee structure as other AFCA members - with a positive or neutral impact for most ...

Inquiry criticises gaps in CSLR

KARREN VERGARA | MONDAY, 31 JAN 2022

... parliamentary inquiry heard. In discussing the Standing Committee on Economics Financial Services Compensation Scheme of Last Resort Levy Bill 2021 last week, SMSF Association deputy chief executive Peter Burgess pointed to deficiencies in the proposed ...

FPA overcharges members

KARREN VERGARA | WEDNESDAY, 1 DEC 2021

... on their professional designation. A Certified Planning Professional pays $895 per financial year plus a $200 advertising levy. A financial planner pays $595 p.a. while an associate pays $495 p.a. An Association of Financial Advisers member with more ...

Government advances adviser levy drop

KARREN VERGARA | THURSDAY, 11 NOV 2021

The federal government is forging ahead with slashing the financial adviser levy by more than a third for those that provide retail advice. Corporate watchdog ASIC today updated its 2020-21 Cost Recovery Implementation Statement, which lays out how ...

Major legislations hit parliament

KARREN VERGARA | FRIDAY, 29 OCT 2021

... The government will initially fund the scheme in the first year but will eventually be fully funded by the industry via a levy. Frydenberg said his government will continue to consult on the legislation with stakeholders. It will also consult on proposals ...

Leadership changes at Vanguard Australia

ELIZABETH MCARTHUR | WEDNESDAY, 6 OCT 2021

... addition to assuming the head of investments role. Prior to joining Vanguard in 2013, Burns worked for seven years at Jacobs Levy Equity Management, a US provider of quantitative equity strategies for institutional clients. In another leadership change ...

Adviser overwhelm explained

ELIZABETH MCARTHUR | TUESDAY, 21 SEP 2021

... looking at minor and administrative matters, and therefore it will be another big driver in the future to the ASIC funding levy." Anderson concluded that he is concerned a Black Swan event, such as the global financial crisis or product crash, and how ...

PAGE:

Australian Unity to shed 195 roles

MATTHEW WAI

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

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

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

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.

Videos

Brought to you by

A guaranteed future

The market has changed. The opportunity hasn't.

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

Strength amid noise

Maintaining a fundamental focus in a world obsessed with the short term

Follow the leaders

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE