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Showing 211 - 220 of 2073 results for "Apply"

Brighter Super makes fee, death benefit changes

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2024
... admin fee will be cut from $900 to $650. And, in addition, a Partner Linking feature will be introduced enabling couples to apply the $650 fee cap to their combined balances. "Under Partner Linking, when two Accumulation or TTR members link accounts ...

Adviser suspended over wrongful use of ROAs

JAMIE WILLIAMSON  |  MONDAY, 25 NOV 2024
... occurred in the case of three clients, ASIC said. The FSCP said the further advice exemption from giving an SOA did not apply to two of the three clients as their personal circumstances had changed significantly in the relevant period. All three clients ...

ASIC issues new guidance on DBFO reforms

KARREN VERGARA  |  FRIDAY, 22 NOV 2024
... 286 and INFO 287 should assist financial advisers in meeting the revised advice fee obligations under the DBFO Act, which apply from 10 January 2025 for new fee arrangements. INFO 287 shows that superannuation trustees "must have a member's written request ...

Australian Unity Office Fund to be wound up

ELIZA BAVIN  |  THURSDAY, 21 NOV 2024
... proceeds to AOF unitholders from the proposal of between $1.11 and $1.14 per unit. Australian Unity said it intends to formally apply to the ASX for removal from the official list of the ASX upon the settlement of the last asset sale and following the ...

AustralianSuper well placed to achieve mega-scale ambitions: Morningstar

JAMIE WILLIAMSON  |  FRIDAY, 15 NOV 2024
AustralianSuper has the right strategic recipe and leadership to continue delivering for members, but there are some areas to keep an eye on, Morningstar says. Releasing its review of the nation's largest superannuation fund, Morningstar said the fund's ...

FCA changes bonds, derivatives transparency rules

KARREN VERGARA  |  WEDNESDAY, 6 NOV 2024
... already available: payment for research from a firm's own resources and payment from an RPA." The new payment option will apply to certain participants like UCIT management firms and investment platform providers. The FCA seeks feedback until December ...

US election to add to inflation woes: Experts

ELIZA BAVIN  |  TUESDAY, 5 NOV 2024
... as the successful candidate will likely implement inflationary policies. "To the extent that basic economic tenants still apply in this odd economy, lower taxes (especially on personal income) tend to increase spending/capital expenditures and demand," ...

GROW Inc. chief executive steps down

JAMIE WILLIAMSON  |  FRIDAY, 1 NOV 2024
Mathew Keeley, the co-founder of GROW Inc., is stepping down as chief executive of the budding administrator. Keeley informed staff of his decision this week, appointing executive chair Rob Johnston as acting chief executive. Brad Cooper has been named ...

Super complaints rise in FY24: AFCA

ELIZA BAVIN  |  THURSDAY, 31 OCT 2024
... "There is ongoing confusion in the advice space regarding the classification of SMSFs as wholesale. Some advisers incorrectly apply thresholds of $2.5 million in net assets or $250,000 income, instead of the $10 million limit specified in the Corporations ...

Qantas Super lowers investment fees, updates cash option

KARREN VERGARA  |  WEDNESDAY, 30 OCT 2024
... blinding laser, non-detectible fragments, incendiary (white phosphorus) or nuclear whole weapon systems (which does not apply to delivery systems). Qantas Super is now free of tobacco-product manufacturers, such as cigarettes, cigars, and e-cigarettes. ...