Search Results | Showing 1 - 10 of 152 results for %22Managed Action Plan%22 |
| | | ... deductible to consumers. Such a concession could be effectively targeted to those with the most need, and budget costs managed, in a number of ways - such as by introducing the deduction with a capped amount (such as $3,000) that could be claimed in ... |
| | | | ... are getting much more personal. From a product perspective, technology has unlocked tax-efficient personalisation for managed accounts at scale, including things like direct indexing, and these products are growing at a faster pace than ETFs," she said. ... |
| | | | ... high-risk property schemes, it found. These are either via platform super products offered by APRA-regulated funds or a self-managed superannuation funds (SMSF). The cold calling business receives payments in return. "Many of these models fail to consider ... |
| | | | ... support expanding the test to include more investment options such as retirement products, single sector or externally managed options, and self-managed super funds. |
| | | | ... management, CRM, and ongoing relationship management. "We've seen hundreds of billions of dollars of new relationships now being managed on Practifi," Johnstone said. Lumiant chief executive Blake Wood, who took over from co-founder Santiago Burridge ... |
| | | | ... to a batch of similar cases. Melbourne-based law firm Mackay Chapman said that there are approximately 2550 DASS self-managed super fund (SMSF) clients who have not yet lodged a complaint and have until at least 8 April 2024 to do so. "They have 'at ... |
| | | | ... financial year, the wealth firm recorded a 33% year on year jump in IFA flows into its flagship North platform. North's managed portfolios reached $13 billion in AUM at the end of 2023. The platforms business made $90 million in underlying net profit ... |
| | | | ... loans." "Today's penalties are significant and should act as a reminder to directors of responsible entities that operate managed investment schemes that they must act in the best interests of members." |
| | | | A new class action led by victims of Melissa Caddick alleges that auditors of their self-managed superannuation funds failed their jobs to detect fraudulent activities. Twenty-four victims, together with the help of Melbourne-based law firm Mackay Chapman ... |
| | | | ... firm's attempt at building "three world-class businesses." "Decisions were business-led with a tendency for issues to be managed in silos. Without the counterbalance of the centre, the enterprise-wide view was lost," he said. Switkowski went on to ... |
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