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Showing 301 - 310 of 379 results for "Safeguard"

Perennial Aussie equities fund receives Zenith rating

STAFF WRITER  |  WEDNESDAY, 20 AUG 2014
... product managed by a highly capable risk expert in Dan Bosscher," the research house said. The fund seeks to dynamically safeguard investors against large downside losses while allowing for full participation in domestic equity market gains. It provides ...

Sustaining confidence in the Australian financial system: Murray

DAVID MURRAY  |  TUESDAY, 15 JUL 2014
... regulatory framework that relied heavily on mandatory disclosure. The assumption was that disclosure would be sufficient to safeguard consumer interests. The interim report questions these assumptions, particularly the effectiveness of mandatory disclosure ...

SMSF flexibility makes them error prone

ALEX DUNNIN  |  FRIDAY, 16 MAY 2014
Self-managed super funds not being required to report to their members is one of the reasons these funds are vulnerable to compliance problems. Speaking at this week's Financial Services Technical Services forum, AMP SMSF Administration head of technical ...

CFA Societies launches initiative to raise ethical standards

MARK SMITH  |  MONDAY, 12 MAY 2014
... First Week, CFA Societies in Australia and New Zealand will be focusing on several initiatives to improve standards and safeguard investors' rights, including CFA's Statement of Investor Rights. "The Statement of Investor Rights is a set of standards ...

Actuaries call for overhaul of retirement phase rules

JAMES FERNYHOUGH  |  MONDAY, 17 FEB 2014
The Actuaries Institute has called for profound change to the regulation of the retirement phase of superannuation, including changing the rules around lumps sum withdrawals and removing impediments to older people who want to continue working. In its ...

Asset owners must embrace change

MARK SMITH  |  THURSDAY, 30 JAN 2014
... future conditions and that a focus on sustainability can ensure that asset owners have adaptive mechanisms in place to safeguard long-term success. Urwin added that institutional investors can learn a lot from the corporate world when it comes to adapting ...

PIS could face class action over "inadequate" advice

LAURA MILLAN  |  THURSDAY, 29 AUG 2013
Slater & Gordon are considering a class action against Professional Investment Services (PIS) after retail investors face losses from the collapse of a Queensland olive farm investment scheme. Over 350 Australians had ploughed approximately $25 million ...

Peter Collins to chair ISN

JAMES FERNYHOUGH  |  WEDNESDAY, 28 AUG 2013
Former Liberal politician and NSW Treasurer Peter Collins has been appointed chair of Industry Super Network (ISN). ISN has also appointed former Labor Premier of Victoria John Brumby as deputy chair of the board. Collins was a member of NSW Parliament ...

Bank levy upsets senior lobby

JAMES FERNYHOUGH  |  FRIDAY, 2 AUG 2013
Lobby group National Seniors Australia have criticised the government's plan to put a 0.05% levy on bank deposits in 2016, saying it will force pensioners into riskier investment alternatives. National Seniors Australia chief executive Michael O'Neill ...

Deferred annuity tax reforms safeguard retirees

MARK SMITH  |  THURSDAY, 18 APR 2013
Reforms to the tax treatment of deferred lifetime annuity (DLA) products has added greater security for Australian retirees, according to Towers Watson. The new rules, if enshrined by legislation, remove inconsistencies between the manner deferred annuities ...