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Showing 291 - 300 of 458 results for "Deem"

Advisers doubtful over super home deposit scheme

KARREN VERGARA  |  WEDNESDAY, 24 MAY 2017
The practicality of the Federal Government's proposed first home superannuation saver scheme is raising concerns with several financial advisers. HLB Mann Judd wealth management manager Lindzi Caputo said there are still a lot of questions surrounding ...

Tax breaks delivered to first home buyers

EMMA RAPAPORT  |  TUESDAY, 9 MAY 2017
First home buyers will be given greater opportunities to own their own home under a new savings plan in the 2017 Federal Budget. From 1 July 2017, first home buyers will be allowed to make voluntary contributions of up to $15,000 per year and $30,000 ...

Advice practices need succession plan: Research

DARREN SNYDER  |  MONDAY, 1 MAY 2017
Financial advice practices remain bullish on business outlook but few hold any long-term strategic plans to capitalise on expected industry growth. A report published by knowITdigital and Business Health shows one-third of advice practices have a long-term ...

Productivity Commission proposes default super overhaul

EMMA RAPAPORT  |  WEDNESDAY, 29 MAR 2017
The Productivity Commission has released its anticipated draft report on alternative default models in superannuation, looking at ways to introduce more competition in a system where members do not exercise fund choice. The commission has developed ...

AllianceBernstein SMAs break new ground

JAMIE WILLIAMSON  |  MONDAY, 13 MAR 2017
The ratings of two of AllianceBernstein's separately managed account options were upgraded by Lonsec, marking a breakthrough for offshore equity SMAs in Australia. The AB Concentrated Global Growth Equities Portfolio and AB Concentrated US Growth Equities ...

CBA to pay $23 million for poor advice

JAMIE WILLIAMSON  |  WEDNESDAY, 8 FEB 2017
The Commonwealth Bank will pay at least $23 million in compensation to customers found to have received inappropriate and costly financial advice. Promontory Financial Group confirmed it has completed all assessments of Commonwealth Financial Planning ...

FPA expels cheating member

EMMA RAPAPORT  |  THURSDAY, 19 JAN 2017
The FPA has expelled a NAB-aligned member after he was found to have cheated on his CFP exam. A hearing of the association's Conduct Review Commission (CRC) found senior financial planner Shylesh Sriranjan breached the FPA Code of Professional Practice ...

BetaShares develops new ethical ETF

JAMIE WILLIAMSON  |  TUESDAY, 17 JAN 2017
BetaShares launched an ETF to provide investors with exposure to a portfolio of the world's top sustainable and ethical companies in one trade. The BetaShares Global Sustainability Leader ETF (ETHI) is the first global equities ETF available via the ...

Rejected TPD claims deemed fair

JAMIE WILLIAMSON  |  FRIDAY, 6 JAN 2017
An independent review of 141 rejected TPD claims has cleared BT Financial Group of any wrongdoing. The review, conducted by an independent law firm with oversight from EY, confirmed that none of the 141 Total and Permanent Disability claims made over ...

False information undermining ASIC integrity

KERRIE SYDEE  |  THURSDAY, 8 DEC 2016
... provided false and misleading information in their statements of personal information. This statement is required by ASIC to deem whether the person is of good fame and character and whether there is reason to believe the applicant is likely to meet ...