Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 361 - 370 of 3995 results for "Personal"

Moneysoft acquired by MUFG Pension & Market Services

JAMIE WILLIAMSON  |  THURSDAY, 3 OCT 2024
... technology into the overall Retirement Solutions offering, it said. This includes making Moneysoft's existing consumer-facing Personal Finance Management and Micro-investing part of its super fund member-facing platform. "This will continue to enhance ...

Retirement calculators 'can't be counted on': SCA

ANDREW MCKEAN  |  MONDAY, 30 SEP 2024
... understand the inner workings of the calculator's assumptions to interpret whether the results were relevant to their personal circumstances." Most calculators (77%) also provided a default retirement income that was too low or too high for the predicted ...

Vision Super refreshes premium rates

KARREN VERGARA  |  MONDAY, 30 SEP 2024
Vision Super is reducing premiums for a range of insurance products for its Super Saver, Personal, and Australian Services Union members. Vision Super and insurance partner MLC will decrease premiums for death, total and permanent incapacity (TPD) ...

ATO revises advice fee tax deductibility rules

JAMIE WILLIAMSON  |  THURSDAY, 26 SEP 2024
... a financial product that does not involve the application or interpretation of the taxation laws to the client's personal circumstances, the advice will not be for managing the individual's tax affairs." The new guidance does not change the ATO's ...

ASIC extends two advice instruments

KARREN VERGARA  |  WEDNESDAY, 25 SEP 2024
ASIC has extended the reportable situations relief and personal advice record keeping requirement instruments for another five years. The regulator has established ASIC Corporations and Credit (Breach Reporting-Reportable Situations) Instrument 2024/620 ...

Court rejects Linchpin director appeal

KARREN VERGARA  |  WEDNESDAY, 25 SEP 2024
... act in the best interests of members as an officer of Endeavour. Further, Daly improperly used his position to obtain a personal benefit by way of unsecured personal loans when he was in financial difficulty. All four former directors were banned from ...

ART, Perennial back debt collection fintech

MATTHEW WAI  |  TUESDAY, 24 SEP 2024
... Retirement Trust and Perennial Partners, has completed a $60 million capital raise. InDebted, a fintech that provides 'personal' debt collection services underpinned by artificial intelligence and machine learning, completed its Series C raise. The company ...

APRA calls out high-cost super platforms

ELIZA BAVIN  |  TUESDAY, 24 SEP 2024
... was a concentration of trustees offering the highest cost products, with Macquarie responsible for two and AMP's Wealth Personal responsible for six. "Trustees need to have robust product governance in place to ensure they meet their product design and ...

Calls for independent oversight on mortgage stress

ELIZA BAVIN  |  MONDAY, 23 SEP 2024
... pressures on households' budgets, almost all borrowers have been able to continue to service their debts. While housing and personal loan arrears have increased since late 2022, they remain below their pre-pandemic peak'," Reardon said. "Overall, less ...

ASIC updates and reissues RG 121

ELIZA BAVIN  |  MONDAY, 23 SEP 2024
... office in Australia; or administer, manage, or otherwise deal with, property situated in Australia as an agent, legal personal representative or trustee, whether by employees or agents or otherwise. Lastly, the new guidance has updated descriptions of ...