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Showing 261 - 270 of 952 results for "Notes"

Extension for super fund portfolio disclosures

ELIZA BAVIN  |  WEDNESDAY, 30 OCT 2019
... on designing website disclosure about holdings that is accessible and clear for their members," the regulator said. "ASIC notes that a number of funds have already taken steps to increase transparency about their portfolio holdings, even in the absence ...

Firetrail fund gets Morningstar rating

KANIKA SOOD  |  THURSDAY, 24 OCT 2019
... Firetrail accounted for most of Pinnacle's institutional inflows from its 13 affiliates in the year ending June. Morningstar notes that the fund is a solid option but investors should prepare for the volatility. "...underperformance since Firetrail's ...

Cerberus affiliate buys Aussie SME lender

KRISTI CHENG  |  TUESDAY, 24 SEP 2019
... worth $292 million at the end of the 2018 financial year, including $60 million in bank loans, $80 million in subordinated notes and $144.2 million securitisation notes.

FASEA ethics pose risk to managed accounts

ELIZABETH MCARTHUR  |  MONDAY, 23 SEP 2019
... When the Code of Ethics comes into effect at the start of 2020 it will apply to all financial advisers. The explanatory notes on Standard 3 say recommending in-house product will be acceptable if the adviser does not directly benefit. IMAP is concerned ...

Intra-fund advice must improve: Rice Warner

HARRISON WORLEY  |  WEDNESDAY, 4 SEP 2019
... cost of planning. However, as it outlined in its Financial Advice within Superannuation Funds report this year, the firm notes consumers don't want to pay more than $500 for advice, including comprehensive financial plans. As a result, pressure is ...

Chief economist update: RBA not risking market disappointment

BENJAMIN ONG  |  WEDNESDAY, 4 SEP 2019
... that domestic growth has been lower-than-expected in H1 and that looking ahead, growth is expected to strengthen gradually. Notes support from low rates, income tax cuts, infrastructure spending, housing market stabilization and the outlook for resources. ...

Byres warns not to spread APRA too thin

HARRISON WORLEY  |  MONDAY, 12 AUG 2019
... devote more resources to resolution and planning for crises: a range of areas where we should devote more resources," Byres notes. "Unfortunately there's a limit to how thin we can spread our resources given the capability review also said quite ...

Chief economist update: RBA heading to zero

BENJAMIN ONG  |  WEDNESDAY, 7 AUG 2019
... currency-manipulator monitoring for 14 years, and is now at the Official Monetary and Financial Institutions Forum, a think tank, notes that China meets only the first of those three conditions." But I digress. The recent exchange of fire sent global ...

Document leak puts NAB under the pump

HARRISON WORLEY  |  FRIDAY, 2 AUG 2019
... the relationship between NAB and EY, detailing significant differences between the consultant's confidential review notes and a draft report it prepared for the bank to send to APRA on NAB's risk management and culture. In response, NAB chief ...

Former adviser cops 20-year prison sentence

JAMIE WILLIAMSON  |  FRIDAY, 2 AUG 2019
... in an online retailer of luxury sportswear and would receive an annual interest rate of 15% via convertible or promissory notes. Some of the money was used to pay earlier investors with funds received from new investors. The rest of the money was used ...