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| | | ... new PDS and use the more favourable assessment for their claim," NEOS told customers. "These updated definitions will only apply to future claims. They will not apply to current claims, or claims resulting from an illness, injury or disability which ... |
| | | | ... offering more affordable, simple advice to more clients or the children of clients. The existing anti-hawking provisions apply, and they will be limited to only dealing with customers who initiate the engagement. What is yet to be determined is what ... |
| | | | Australia's resource sector is well-placed to deliver for investors next year, with Datt Capital flagging a mix of underlying signals that will drive its performance. In 2025, oil, gold and metals, lithium and copper, as well as industrial metals are ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 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 ... |
| | | | ... 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 ... |
| | | | ... 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," ... |
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