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Showing 161 - 170 of 842 results for "Basic"

How wealthy families protect assets no matter what

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 AUG 2021
... purchased a home in California and could not prove residence in Florida, so the divorce was settled under California law. "One basic move we're seeing from the pandemic is that people are overcoming life inertia. Before they would never dream of ...

BT Panorama down for a week

ELIZABETH MCARTHUR  |  MONDAY, 9 AUG 2021
... who could not believe that a platform we promised was one of the newest with the best security, could not function to the basic level of giving them their balance," he said. "Thankfully we never placed all our business with any one platform and this ...

Rest closes basic cash option

KANIKA SOOD  |  WEDNESDAY, 4 AUG 2021
The industry fund will close its basic cash option on August 13, as it sees returns dry up. The option invested in cash securities that have a maximum maturity of three months. It aimed to match the return of the one-month Australian Bank Bill rate ...

Get your ducks in a row before you think of an IPO

KANIKA SOOD  |  THURSDAY, 22 JUL 2021
For small financial firms looking to list on the ASX, ongoing regulatory action may be a deal breaker to going public, according to HLB Mann Judd partner Marcus Ohm. Ohm says an undertaking with APRA or ASIC can preclude a wealth, funds management or ...

KLP divests Israeli-linked settlement firms

KARREN VERGARA  |  WEDNESDAY, 7 JUL 2021
... infrastructure. The exclusion of the telecommunications companies is done because communication services are considered a basic infrastructure for modern societies," she said. KLP has already excluded the Myanmar-linked company Adani Ports and Special ...

Regulators warn trustees of super advice fee obligations

KARREN VERGARA  |  THURSDAY, 1 JUL 2021
... trustees to deduct advice fees (other than for intra-fund advice) from a MySuper product because it is a simple product with basic features. His view was that members who wish to obtain financial advice about their superannuation should pay for that ...

Millennials to reap super reform rewards

JAMIE WILLIAMSON  |  MONDAY, 28 JUN 2021
... returns. "This is particularly true for those who withdrew their super early last year to deal with the pandemic and cover basic expenses, now is the time to start making up some lost ground by using these contributions to replenish their super and rebuild ...

AUSTRAC investigates NAB, JBWere

KARREN VERGARA  |  MONDAY, 7 JUN 2021
National Australia Bank and its subsidiaries, including JBWere, are allegedly failing their anti-money laundering and counter-terrorism financing obligations, according to AUSTRAC. The financial intelligence agency is investigating NAB's "potential ...

Former adviser hit with three-year ban

KARREN VERGARA  |  FRIDAY, 4 JUN 2021
... Australia. ASIC investigated Smith's conduct during his employment with the two licensees, finding he failed to do a number of basic procedural requirements. He began practicing as an adviser in 2010, working for other licensees. ASIC found Smith failed ...

Tempered positivity post-pandemic: Experts

ELIZABETH MCARTHUR  |  WEDNESDAY, 19 MAY 2021
A panel of policy, research and economics experts at the Conference of Major Superannuation Funds offered their view of the COVID-19 recovery, revealing how the pandemic changed economies. AlphaBeta Australia managing director Amit Singh referred to ...