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Showing 351 - 360 of 1507 results for "Assessment"

Actuaries Institute devises director skills checklist

JAMIE WILLIAMSON  |  MONDAY, 18 OCT 2021
... "They evolve over time, as directors come and go... Boards therefore need to have a long-term plan involving director assessment and skills/capabilities matching for the changing needs of the organisation." "In short, we are arguing that a board of directors ...

Ellerston to shutter Morphic ESG fund

JAMIE WILLIAMSON  |  FRIDAY, 15 OCT 2021
... later this month as a result of dwindling funds under management. Investors were notified in December last year that an assessment of the fund's viability would take place this year, warning then that it may not be possible for the fund to continue ...

ESG investing 2.0 emerges

KARREN VERGARA  |  THURSDAY, 7 OCT 2021
The second iteration of environmental, social and governance investing will require a stronger level of authenticity, accountability and focus on tangible outcomes, according to sustainability experts. A significant shift is taking place in the world ...

APRA proposes further unlisted valuation rules

KARREN VERGARA  |  WEDNESDAY, 29 SEP 2021
... reporting the performance of investment options to senior management and the board, super funds must now include an assessment of the sources of outperformance and underperformance relative to appropriate performance benchmarks. The revisions are in ...

ASIC bans adviser, cancels AFSL

ANNABELLE DICKSON  |  TUESDAY, 28 SEP 2021
... to identify his clients' financial situations, identify the subject matter of the advice sought, make a reasonable assessment of financial products, base all judgements on client circumstances or place his clients in a better position were they to follow ...

Common ownership concerns redundant: AustralianSuper

ANNABELLE DICKSON  |  MONDAY, 20 SEP 2021
... investment process is largely bottom-up. We will make assessments about the investability of a company based on our assessment of that company from the bottom up," he said. "On that basis, we want high performing organisations that are going to return ...

Global firm expands into Aussie wealth management

ELIZABETH MCARTHUR  |  FRIDAY, 17 SEP 2021
... "Working in some of the most regulated markets we have developed core expertise in behavioural profiling for more accurate assessment of investors' investment suitability, financial personality and ESG preferences. We use our deep knowledge of investors ...

Auditor referral threshold test troubling: SMSFA

ANNABELLE DICKSON  |  MONDAY, 13 SEP 2021
... different point in time," SMSF Association chief executive John Maroney said. "An auditor may, in good faith, undertake an assessment of their likely fee income and sources for the year at the start of a new financial year. Although fees, including referral ...

Tax agent banned for dishonesty

ANNABELLE DICKSON  |  FRIDAY, 10 SEP 2021
The Tax Practitioners Board has banned a Victoria-based tax agent for five years for dishonestly obtaining his registration and engaging in further misconduct. Srinivasarao Jakkampudi, sole director and supervising tax agent of Truecare Solutions, requested ...

Former Macquarie chief to head ASIC, APRA regulator

ANNABELLE DICKSON  |  FRIDAY, 10 SEP 2021
... capability of both ASIC and APRA. Treasurer Josh Frydenberg announced that Nicholas Moore will chair the Financial Regulator Assessment Authority (FRAA) alongside inaugural members Gina Cass-Gottlieb and Craig Drummond. Moore spent over 33 years at Macquarie ...