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Showing 3641 - 3650 of 3847 results for "Plans"

ASIC to scrutinise accountants' SMSF advice

... course of action to be effective is $200,000 and SMSFs with balances below this amount will be closely examined. ASIC also plans to crack down on accountants who give product advice without being an AFSL holder. ASIC deputy chair Jeremy Cooper emphasises ...

ASIC reveals financial services refinement projects

... requirements under the Financial Services Reform (FSR). Relief will be provided in the appropriate circumstances. The regulator plans to issue a class order relief by August 2005 to allow unlicensed product issuers to provide a simpler GAW in their advertising. ...

Super industry upbeat on budget

... Australia (ASFA) director of policy and research Michaela Anderson says. In its 2002/2003 budget the government announced plans to reduce the surcharge form 15 per cent to 10.5 per cent over three years. That was later altered to 12.5 per cent after ...

Sunsuper to educate employers about Choice

... educational seminars aimed at educating employers about their obligations under the impending choice of fund legislation. Sunsuper plans to inform employers about the variety of service options it has on offer for employers to enable them to satisfy ...

May start for new dealer group

... in Perth and will be owned by its advisers and staff. It will not have any institutional investors. Platinum Group has no plans to have any badged products and will operate as an Australian Financial Services Licensee. In the lead up to the commencement ...

Macquarie plans for end of financial year

Macquarie has re-focused a range of investment offerings in response to investor demand for tax effective strategies including the launch of two new products the Macquarie Atlas Fund and the Macquarie reFleXion Trusts. The Macquarie Atlas fund, a structured ...

Direct super sales site launched by advisers

... representative status, Financial Wisdom head Paul Barrett says the initiative is not part of the overall group which has no plans to offer managed funds or superannuation direct to clients or online. Wiseman says the site is being pitched at consumers ...

S&P likes First Samuel's management and Australian shares offerings

... supports this appointment the ratings house feels Kasian must prove himself before a rating upgrade is granted. FSL has plans to add another member to the investment team and S&P says it will be monitoring this development closely. S&P fund analyst Ken ...

NAB trims UK workforce by 1,700

... Peacock says. Already 400 UK staff have been notified of the changes. "The union has been informed of the restructuring plans and the existing job security agreement between the bank and the union covers the intended changes," Peacock says. As part of ...

Russell expands member service for its choice solution

... relationships including responsibility for the business development of the mutual fund distribution business for retirement plans in the US markets. Prior to her role with Russell, Dawson worked for the Principal Financial Group in Iowa where she worked ...

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Mercer Super chief executive steps down

RIDDHIMA TALWANI

Mercer Super chief executive Claire Ross is departing after almost 17 years in senior leadership roles at the retail super fund.

AusFood Super looks to revitalise member engagement

MATTHEW WAI

The $3.5 billion super fund has partnered with InvestStream to launch RetireSmart+, becoming the first super fund to bring an AI-powered engagement experience to some 66,000 members.

L1 Group posts 'marked recovery' in June quarter

RIDDHIMA TALWANI

L1 Group has reported a marked recovery in investment performance in the June quarter.

European PE firm mandates Apostle with Australian distribution

RIDDHIMA TALWANI

Apostle Funds Management has been appointed by European investment firm Triton Partners for the distribution of its credit strategies in Australia and New Zealand.

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When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

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Tania Milnes

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Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

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Rethinking default design in a changing market environment

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Blake Briggs

CHIEF EXECUTIVE OFFICER
FINANCIAL SERVICES COUNCIL

Since becoming chief executive, Blake Briggs has renewed the Financial Services Council's influence, expanded the membership base, and strengthened its policy and advocacy credentials. Karren Vergara writes.

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