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Showing 161 - 170 of 574 results for Kerrie Sydee

Green light for SMSF family property investment

KERRIE SYDEE  |  THURSDAY, 29 SEP 2016
An important decision from the Australian Taxation Office (ATO) has paved the way for SMSF trustees and members to invest in family property, according to DomaCom. The ATO stated that an investment by an SMSF in by acquiring property held in a DomaCom ...

NowInfinity completes restructure

KERRIE SYDEE  |  THURSDAY, 29 SEP 2016
Cloud based SMSF documentation platform NowInfinity has completed a "proactive restructure" and partnered with a boutique venture capital firm. The restructure also saw the formal exit of co-founder and director of NowInfinity, Grant Abbott. Abbott ...

ASIC bans Deutsche Bank trader

KERRIE SYDEE  |  THURSDAY, 29 SEP 2016
ASIC permanently banned a former Deutsche Bank FX options and futures trader from providing financial services. Andrew Donaldson of Sydney was banned following an ASIC investigation into Donaldson's conduct in 2013 and 2014, where he entered false entries ...

Universities must prepare for adviser reforms: FPA

KERRIE SYDEE  |  THURSDAY, 29 SEP 2016
The Financial Planning Association of Australia is calling on universities and other education providers to develop new programs ahead of the looming professional standards deadline. In partnership with the Financial Planning Education Council (FPEC) ...

NAB pays $6.5m to resolve advice complaints

KERRIE SYDEE  |  WEDNESDAY, 28 SEP 2016
National Australia Bank revealed it has paid a total of $6.5 million to 251 customers since February 2015 after settling their claims for compensation. In an update on its financial advice response initiative, NAB said the uplift in payments to customers ...

Macquarie Australia's favourite finance brand on social media

KERRIE SYDEE  |  WEDNESDAY, 28 SEP 2016
Macquarie has beaten the big four banks when it comes to customer engagement and is the favourite Australian finance brand on social media, according to a new report from NetBase. The finance love list is part of the NetBase Top 50 Love List which examines ...

Praemium chair to retire, intended successor revealed

KERRIE SYDEE  |  TUESDAY, 27 SEP 2016
Praemium has revealed its chair will retire and has appointed a new non-executive director who is slated to succeed as the new chair. In a statement to the ASX, Praemium announced Bruce Loveday will retire from his position as chair following the company's ...

AFA Rising Star finalists announced

KERRIE SYDEE  |  TUESDAY, 27 SEP 2016
The Association of Financial Advisers (AFA) and ANZ Wealth have announced the finalists for the 2016 AFA Rising Star of the Year Award ahead of the upcoming AFA National Conference in Canberra. Launched 11 years ago, the AFA Rising Star of the Year ...

IRESS acquires super software provider

KERRIE SYDEE  |  MONDAY, 26 SEP 2016
IRESS has entered an agreement to acquire an established Australian superannuation software business for a total purchase price of up to $90 million. The agreement will see IRESS acquire Financial Synergy, with the transaction expected to be complete ...

J.P. Morgan overtakes NAS in AUC

KERRIE SYDEE  |  MONDAY, 26 SEP 2016
J.P. Morgan has overtaken NAB Asset Servicing (NAS) as the largest overall provider in the custody market, following further declines in assets under custody (AUC) for NAS. The figures published by the Australian Custodial Services Association (ACSA) ...