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Showing 171 - 180 of 1291 results for "Request"

Aware Super rolls out adviser portal

KARREN VERGARA  |  THURSDAY, 14 SEP 2023
... change investment options, manage client contributions, and track actions requested on behalf of clients. Advisers can also request a withdrawal benefit quote and view clients' Centrelink payment schedules. More functionalities are due to be rolled out ...

Experience pathway enshrined in legislation

KARREN VERGARA  |  FRIDAY, 8 SEP 2023
... the bill gives the First Home Super Saver Scheme more flexibility. This includes allowing first-home buyers to vary a request for release and extends the request to release funds after they enter a contract to purchase or construct a first home to 90 ...

Financial advice firms profits jumps: Research

CASSANDRA BALDINI  |  WEDNESDAY, 6 SEP 2023
... positive, while 6% said it has no impact, and 9% weren't sure. Regarding Statements of Advice only being provided on request, 57% found it a positive, 18% said it would have no impact, 10% saw it as a negative, and 15% weren't sure. On the hotly ...

Financial hardship neglect lands Westpac in court

KARREN VERGARA  |  TUESDAY, 5 SEP 2023
ASIC is suing Westpac for neglecting more than 200 customer hardship requests over seven years, for which the bank blames "technology failure". ASIC commenced civil penalty proceedings in the Federal Court, alleging that Westpac failed to respond to ...

Rest closes investment options, shifts allocations

ANDREW MCKEAN  |  FRIDAY, 25 AUG 2023
... its bonds and shares investment options to new members as of September 30. The $75 billion industry super fund said any request by existing members to switch funds into the bonds or shares options must be received by September 27. However, existing members ...

Guideway launches file note AI tool

KARREN VERGARA  |  THURSDAY, 24 AUG 2023
... FinTalk to the paraplanning process, which will eliminate paper-based or electronically completed manual paraplanning request forms. Guideway is in the final stages of beta testing verbal paraplanning requests within its authorised representatives, he ...

Mayfair 101 accuses ASIC of "suspicious" conduct over FOIs

JAMIE WILLIAMSON  |  FRIDAY, 4 AUG 2023
... investigation into the private equity firm, one within six hours of its receipt. The embattled group said the first FOI request was made on June 20, followed by six separate FOI requests on July 21, seeking access to communications and notes exchanged ...

Charter Hall offloads UNSW asset

CHLOE WALKER  |  MONDAY, 31 JUL 2023
Charter Hall's Direct PFA fund has divested its leasehold interest in UNSW Kensington for $80 million to meet investor redemption requests. The office building, located at 221-227 Anzac Parade in Kensington, is leased by the University of New South ...

ASIC sues Vanguard for greenwash in bond fund

RACHEL ALEMBAKIS  |  TUESDAY, 25 JUL 2023
ASIC is taking Vanguard to court over greenwashing allegations relating to a global bond index fund. This is the second time the market regulator has acted against Vanguard over greenwashing. ASIC has lodged civil penalty proceedings in federal court ...

Aware Super migrates members to Bravura platform

ANDREW MCKEAN  |  MONDAY, 24 JUL 2023
Two years after announcing its major digital overhaul, Aware Super has reported tangible benefits from its transition to the Bravura Sonata Alta platform. Aware Super chief executive Deanne Stewart noted the move, initially driven by the need to consolidate ...