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Showing 241 - 250 of 1553 results for "Technical"

ASX expands partnership program criteria

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2023
... requests for proposals were recently issued. "In addition, we've had constructive engagement through our newly formed Technical Committee, and we will begin scope refinement sessions in May. We have also begun preliminary discussions on the industry ...

Venture capital rout rattles advice technology sector

KARREN VERGARA  |  MONDAY, 1 MAY 2023
... of ClientHUB, the firm's proprietary practice management solution. WealthConnect aimed to be a "uniquely modern technical solution" by leveraging Salesforce and offering advanced financial planning, wealth management, and broking capabilities. "As ...

APRA consults on approach to combining product histories

JAMIE WILLIAMSON  |  THURSDAY, 20 APR 2023
... product has ceased and members have been transferred elsewhere. For within-product changes, APRA is consulting on a draft technical determination that modifies certain return formulae for the performance test contained in the SIS regulations. "This technical ...

Experience pathway consultation opens

KARREN VERGARA  |  TUESDAY, 18 APR 2023
... government. "These amendments would address cases where would-be advisers currently fail to meet the education standards for technical reasons," Treasury said. For advisers that are registered tax agents, under the new law, they will no longer be required ...

SMSF Association names head of membership

CHLOE WALKER  |  TUESDAY, 18 APR 2023
... membership and corporate development for the SMSF Association, effective May 1. Sparks currently serves as head of policy and technical services at BT, a tenure he has held for over 15 years. As a fellow of the association, Sparks also holds an SMSF ...

ASIC warns super funds on member communication failure

KARREN VERGARA  |  WEDNESDAY, 12 APR 2023
... Your Super review outcomes. While the notification letter has encouraged many members to leave underperforming funds, technical language used often caused confusion or disengagement, the review found. ASIC warned trustees to lift their game by providing ...

Consumer interests prioritised in YFYS review

ANDREW MCKEAN  |  WEDNESDAY, 5 APR 2023
... new benchmarks into fund performance assessments. FSC chief executive Blake Briggs said: "In the highly complex and technical field of investment management the government should be congratulated for taking the prudent approach of listening and responding ...

Jones releases Your Future, Your Super review outcomes

KARREN VERGARA  |  TUESDAY, 4 APR 2023
... members. On the one hand, the notification letter has encouraged many members to leave underperforming funds. However, the technical language used can cause confusion or disengagement. They also lack information on the difference between MySuper and ...

Taskforce exposes rising dangers for retail investors

ANDREW MCKEAN  |  FRIDAY, 31 MAR 2023
... disclosure, product design, and product intervention. But currently, retail investors often struggle with disclosures due to technical language, lengthy and non-user-friendly formatting, and delivery methods. "Scams, misconduct, and harmful practices ...

Objective will not achieve any real purpose: IFPA

ANDREW MCKEAN  |  WEDNESDAY, 29 MAR 2023
... their dependents, but it believes that legislating an objective isn't the solution. According to IFPA superannuation technical and policy committee chair Phil Broderick, the proposed objective wouldn't be binding on current or future policy makers ...