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Showing 151 - 160 of 1507 results for "Assessment"

Auditors lambast mandatory climate reporting requirements

ELIZA BAVIN  |  TUESDAY, 23 APR 2024
... disagreed or disagreed that those Group 3 companies will have the capacity to prepare an auditable climate statement or assessment of climate risks and opportunities within the coming three years." Ghandar said it was anticipated that audits for the ...

The Aussie wealthtech firms that are 'most innovative'

ANDREW MCKEAN  |  TUESDAY, 16 APR 2024
... strengthened its leadership position in the advice engagement space. For example, Lumiant acquired Genivity and its HALO Assessment and introduced the Lumiant Academy and its inaugural course the 'Lumiant Advice Experience' that equips advisers with ...

Why aged care advice needs tougher regulation

KARREN VERGARA  |  WEDNESDAY, 10 APR 2024
... aged care, which tends to be stressful and complex for older Australians and their families, includes obtaining an assessment from an aged care assessment service, selecting the right care provider, and determining the most appropriate funding method. ...

Corporate super fund to be terminated

JAMIE WILLIAMSON  |  MONDAY, 8 APR 2024
... Group which has now notified the trustee that while the fund continues to promote member outcomes, according to its own assessment, it will terminate the offering at the end of the current financial year. Manildra Group did not offer a reason for the ...

Super advice fee deductions compound red tape: JAWG

KARREN VERGARA  |  MONDAY, 8 APR 2024
... insurance commissions. "This schedule also amends the Superannuation Industry (Supervision) Act 1993 and Income Tax Assessment Act 1997 to provide a clear legal basis for the payment of advice fees from superannuation and associated tax consequences," ...

Threats outside the Australian financial system build: RBA

ANDREW MCKEAN  |  TUESDAY, 26 MAR 2024
The Reserve Bank of Australia's (RBA's) latest Financial Stability Assessment has said that although risks to global economy have been balanced as inflation has eased, risks to financial stability remain. The Assessment said there is a possibility ...

UK advisers told to review retirement advice processes

JAMIE WILLIAMSON  |  THURSDAY, 21 MAR 2024
... penned a 'Dear CEO' letter, asking firms to consider the findings and provided access to a Retirement Income Advice Assessment Tool which was developed for the purpose of reviewing advice files and advice suitability so that they may better understand ...

Economists react to latest RBA rate decision

ANDREW MCKEAN  |  WEDNESDAY, 20 MAR 2024
... alluding to the risk of supply shocks (with reference to conflicts in Ukraine and the Middle East)." Nevertheless, his assessment remains that the combination of weaker growth and a faster fall in inflation than the RBA currently expects will ultimately ...

Brighter Super signs David Koch as ambassador

JAMIE WILLIAMSON  |  MONDAY, 18 MAR 2024
... the process of entering into any partnership like this involves an extensive Members' Best Financial Interests assessment. Under this assessment, the main benefits identified were to increase member attendance and engagement at events, and to help ...

FAAA calls on ATO to provide clarity over advice fees

ELIZA BAVIN  |  THURSDAY, 14 MAR 2024
... outlined that upfront fees are deductible to the extent they relate to tax advice under section 25-5 of the Income Tax Assessment Act 2007 (ITAA). However, the FAAA and the accounting bodies are aligned in pushing for further clarification of deductibility ...