Search Results | Showing 21 - 30 of 578 results for "Reference" |
| | | ... the concessional tax rate for superannuation balances over $3 million was a "supersized broken election promise." In reference to the proposed changes, Taylor also dismissed the notion that only a limited number of people would be affected, stating such ... |
| | | | ... SMSF risks and the importance of seeking professional advice. "The Association is very pleased to see such a prominent reference to the need for financial advisers to have specialist knowledge about SMSFs before providing advice and the important need ... |
| | | | ... that they should expect a reasonable return on their investment in their qualifications, skills and expertise. This reference to the ethos of the market and professionals subordinating self-interest does not align with reality," he said. While Anderson ... |
| | | | According to social researcher Michael McQueen, the trends that will be game changers, not just for financial planners but for the world at large, is the acceleration of artificial intelligence, the reworking of work, and the post-millennial era. "In ... |
| | | | ... multi-faceted. As such, Chant West's proposal for an alternative test is a composite of risk-adjusted returns and the simple reference portfolio (SRP). "By combining these two approaches we end up with a metric that captures their merits and minimises ... |
| | | | ... they'll have enough super to stop work, and just 18% believe they'll amass enough money to retire "comfortably." For reference, the ASFA Retirement Standard defines the super balance required to achieve a comfortable retirement at age 67 as $640,000 ... |
| | | | ... investors. Disengaged investors who are defaulted into a one-size-fits-all asset allocation, with very limited or no reference to their personal circumstances or needs. Or engaged investors, who build their own portfolios - which comes with its own risks." ... |
| | | | ... was handed last year. In addressing the appeal of the misleading or deceptive conduct, the judge said: "The anodyne reference that the Mayfair products "like all investments" had associated risks, and the generalised reference thereafter that risks "to ... |
| | | | ... amounting to $30 million. In addressing the appeal of the misleading or deceptive conduct, the judge said: "The anodyne reference that the Mayfair products "like all investments" had associated risks, and the generalised reference thereafter that risks ... |
| | | | ... taking a firm stance. "My view is that there is a spectrum that exists around digital advice. We also require some clear reference points around the taxonomy and various models that advice businesses can adopt," she said. Henderson said the four main ... |
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