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Showing 161 - 170 of 680 results for "Records"

NZ Super Fund hires asset allocation head

ANNABELLE DICKSON  |  WEDNESDAY, 23 JUN 2021
... general manager of portfolio completion, is now the general manager of risk, responsible for the risk, data services and records management teams. At the end of May 2021, NZ Super Fund has NZD$58 billion in funds under management and has returned 10.5% ...

ASIC releases ongoing fee obligations guidance

KARREN VERGARA  |  WEDNESDAY, 16 JUN 2021
... terminate on 27 November 2023 - that is, 30 days after the end of the renewal period on 28 October 2023. Advisers must keep records of an FDS for at least five years. Written consents, which include emails, SMS and letters, must also be kept for this ...

iFactFind launches

KARREN VERGARA  |  TUESDAY, 15 JUN 2021
... legal and ethical obligations, including Standard 5 and Standard 8 of FASEA's Code of Ethics, which requires client records, including those of former clients, to be "kept in a form that is complete and accurate", the co-founders said. Matta commented ...

ATO cracks down on crypto

ANNABELLE DICKSON  |  MONDAY, 31 MAY 2021
... converted to Australian dollars. CGT also applies to the disposal of non-fungible tokens. The ATO recommends investors keep records of transactions associated with acquiring, holding and disposing of cryptocurrency. The ATO matches data from cryptocurrency ...

Chief economist update: The UK's going OK

BENJAMIN ONG  |  MONDAY, 31 MAY 2021
... reveal that the UK composite PMI jumped from April's final reading of 60.7 to 62.0 in May - the highest reading since records began in January 1998. According to Markit: "Survey respondents widely commented on a post-lockdown bounce in business and ...

Pengana appoints manager for global equities

KANIKA SOOD  |  WEDNESDAY, 5 MAY 2021
... existing client relationships of the International Equity Strategy funds. They are confident that with their individual track records of success they will enjoy new opportunities," the two said in a joint statement at the time.

Chief economist update: COVID-19 causes double-dip

BENJAMIN ONG  |  MONDAY, 3 MAY 2021
... in Q1 are expected to surge 71.3% from a year earlier, which would mark the best quarter for European stocks since IBES records began nine years ago" and that, "European bank Q1s show fading concerns about pandemic driven meltdown". This optimism is ...

FPA launches file note guidance

ELIZABETH MCARTHUR  |  MONDAY, 26 APR 2021
... at helping FPA members better manager record keeping in response to consumer complaints which have highlighted gaps in records. The FPA said its new guidance provides innovative ways for financial planners to create file notes through several apps that ...

Centuria to merge with Primewest

ANNABELLE DICKSON  |  MONDAY, 19 APR 2021
... opportunity to combine two highly complementary real estate platforms that share similar philosophies and strong track records," Centuria joint chief executive John McBain said. "Joint chief executive Jason Huljich and I will be delighted to welcome ...

"Financial" in BFID is no big deal: Academic

KANIKA SOOD  |  WEDNESDAY, 7 APR 2021
... particular insertion changes the substance of the law." However, BFID would hold super trustees responsible for keeping records of their decisions and proving the decisions they make are in member's best financial interests. These two are much more substantiative ...