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| | | ... is paid on time and in full, meaning Australians can have trust and confidence that the super system is working for them - not against them, she said. With the typical retiree having a super balance of $200,000, Roxon said, super provides financial flexibility ... |
| | | | ... needed, and in a format that makes sense to them." According to Rice, the RIC argues that although guidance of this kind may not strictly fit the definition of regulated financial advice, the criteria for what qualifies as financial advice must be more ... |
| | | | ... major move in interest rates, we seek to help investors understand the new landscape- finding opportunities for tomorrow, not yesterday." According to the report, interest rates have increased from practically zero across the developed world (even negative ... |
| | | | ... financial advisers, when they were operating under, Dixon Advisory Superannuation Services (DASS), gave unsuitable advice that did not consider clients' particular needs or entire financial circumstances. E&P claimed no admission of liability. On ... |
| | | | ... arguments included that Townshend was under the impression that independence requirements laid out in the Code of Ethics "did not apply to SMSFs because the relevant provisions appear on their face to be directed to members of an audit team rather than ... |
| | | | ... addressed in most markets in the last 10-15 years and overall, board diversity has gone up in developed markets. It's not great in Asia and it's still not very good in some smaller companies, even in Australia, which drags down the portfolio-level ... |
| | | | ... 2022. OMFIF managing editor and deputy chief executive Clive Horwood said many funds had a difficult 2022, but "it should not be forgotten that the mission of most of these funds is to make investments that provide a relatively low risk return that outstrips ... |
| | | | ... $29,820 after ASIC issued two infringement notices. It paid the fine on November 30. "Payment of an infringement notice is not an admission of guilt or liability," ASIC said. Morningstar said in a statement that: "Morningstar Investment Management Australia ... |
| | | | ... consequences and erratic outcomes." "Taxing unrealised capital gains is a tax on market movements and changes in asset values, not income - an alarming precedent as it represents a fundamental change in how tax policy is implemented in Australia," Burgess ... |
| | | | ... many years, however Burston said consumer expectations are now shifting with higher bond yields signalling that rates will not return to levels seen pre-2021 any time soon. Knight Frank said this was primarily due to the strong fundamentals in Australia ... |
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