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Showing 391 - 400 of 1106 results for "Membership"

Sydney advice firm loses AFSL

KANIKA SOOD  |  FRIDAY, 5 JUL 2019
... period. ASIC earlier put Australasia Wealth Services and Management in suspension saying the firm had failed to obtain membership of the Australian Financial Complaints Authority (AFCA) and had breached its financial reporting and audit obligations. ...

Industry funds consider $22bn merger

JAMIE WILLIAMSON  |  FRIDAY, 28 JUN 2019
... Brumby said this is an exciting opportunity to create one fund that would provide services nationally to the combined membership, with priority on providing quality services and outcomes for members. "We anticipate that the increased scale will deliver ...

MetLife, AFA call for more diversity in advice

ELIZABETH MCARTHUR  |  THURSDAY, 27 JUN 2019
... financial adviser, planner or paraplanner, have not previously attended an AFA Conference and have or obtain an AFA membership.

ASIC chases licensee over conflicted remuneration

HARRISON WORLEY  |  THURSDAY, 13 JUN 2019
... Beeton. It has two other financial advisers attached to its licence. According to its website, The SMSF Club is "a membership program designed to help people take control of their superannuation investment decisions".

Final farewell for industry association

JAMIE WILLIAMSON  |  FRIDAY, 7 JUN 2019
... being designated tax-free in 2007. In the 1980s, SCOA had close to 50,000 members. Now, with the average age of its membership having reached life expectancy, its membership totals just 4000. Members also approved a special resolution as to what would ...

PYSP puts SMSFs at risk

HARRISON WORLEY  |  THURSDAY, 6 JUN 2019
... means to accessing group life insurance. The association said it was concerned for SMSF members who deliberately hold membership with an APRA-regulated fund in order to obtain life cover through the fund's group life scheme. Often these funds hold small ...

Sunsuper, corporate super fund merge

JAMIE WILLIAMSON  |  WEDNESDAY, 22 MAY 2019
... balances of accumulation members were transferred to a Sunsuper for life Super-savings account. It brings Sunsuper's membership to 1.4 million, with $66 billion in funds under management.

Lifecycle fails to woo industry super

KANIKA SOOD  |  MONDAY, 20 MAY 2019
... strategy product, according to Frontier Advisors principal consultant David Carruthers. "Retail funds probably have a membership base that is more diverse and probably also more engaged so they may prefer a life stage product. Members in an industry ...

Insurtech Australia names new chief

KARREN VERGARA  |  TUESDAY, 14 MAY 2019
... sector, and foster relationships between emerging tech and incumbent businesses," she said. Insurtech Australia's membership doubled to 46 in the last year. New corporate partners include Willis Towers Watson and reinsurance firm SCOR. O'Dell ...

ASIC catches illegal dual licensees

ELIZABETH MCARTHUR  |  MONDAY, 13 MAY 2019
... associated with these dual licensees, ASIC pointed out an AFS licensee may not maintain professional indemnity insurance or membership of an external dispute resolution scheme because they are operating as an authorised representative of another licensee. ...