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Showing 251 - 260 of 1507 results for "Assessment"

Inflation erodes retiree savings by 7.5%

KARREN VERGARA  |  TUESDAY, 21 MAR 2023
... outlook for the economy. At what point it will be appropriate to pause will be determined by the data and the Board's assessment of the outlook," the minutes read. In the five quarters from September 2021 to December 2022, the Consumer Price Index increased ...

TAA urges active recruitment for industry sustainability

KARREN VERGARA  |  FRIDAY, 17 MAR 2023
... educators, technology providers, licensees, and practices to develop programs that make the supervision, recording and assessment of PY requirements easier and more consistent. "When you're a small AFSL, supervising graduates often means you can't be ...

ASIC bans Queensland adviser

ANDREW MCKEAN  |  WEDNESDAY, 15 MAR 2023
... client's insurance options when recommending a client consolidate their superannuation. He didn't provide a reasonable assessment of the client's existing insurance or consider whether there would be insurance consequences for rolling over ...

APRA preserves life insurance prudential standards

KARREN VERGARA  |  FRIDAY, 10 MAR 2023
... 2023. APRA received only two responses from life insurers during the consultation. "The respondents agreed with APRA's assessment that the four standards remained broadly fit for purpose," APRA's response letter read. "A small number of suggestions were ...

Advice complaints decelerate: AFCA

KARREN VERGARA  |  WEDNESDAY, 8 MAR 2023
... "Obviously if something goes wrong and it goes to AFCA, then we'll need to look at what happened and try to make an [assessment]. I think that'd be very hard to do without some sort of contemporaneous documentation." AFCA relies on written documentation ...

Regulators sound alarm on cybersecurity, fraud in super

ANDREW MCKEAN  |  FRIDAY, 24 FEB 2023
At the annual Association of Superannuation Funds of Australia conference, financial services regulators detailed their top priorities, including cybersecurity threats and fraud in the super industry. At the ASFA conference, financial services regulators ...

ASIC cracks down on CHESS issues

KARREN VERGARA  |  WEDNESDAY, 22 FEB 2023
... confidence in the ASX's ability to deliver the CHESS replacement and any other programs it undertakes. "More broadly an assessment of ASX's portfolio, program and project management frameworks against internationally recognised frameworks will ...

JANA awarded mandate by NFP

CHLOE WALKER  |  MONDAY, 20 FEB 2023
... mandate win, JANA will provide traditional advisory services, strategic advice and portfolio construction and risk assessment for Community Trust South. The New Zealand based philanthropic trust holds more than $270 million and has provided financial ...

Material business risk disclosure needs improvement: ASIC

KARREN VERGARA  |  MONDAY, 13 FEB 2023
... report. The directors' report must disclose information that shareholders would reasonably require to make an informed assessment of the entity's operations, financial position and business strategies, and prospects for future financial years, Hughes ...

Treasury releases Quality of Advice Review final report

CASSANDRA BALDINI, JAMIE WILLIAMSON  |  WEDNESDAY, 8 FEB 2023
... current system is not able to deliver. I welcome today's Quality of Advice Review final report and agree with the assessment that high quality advice is not always comprehensive advice, rather it can also be advice that responds to the needs of consumers. ...