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Showing 421 - 430 of 675 results for "Legacy"

PJC doubts life insurance industry can self-regulate

KARREN VERGARA  |  WEDNESDAY, 28 MAR 2018
... insurance in superannuation; improving the standards on the treatment of customer medical files; and the rationalisation of legacy products. The PJC also said the protection available to life insurance consumers is "substantially weaker" and should be ...

MyRetirement products too pricey for super funds

JAMIE WILLIAMSON  |  MONDAY, 19 MAR 2018
... that in creating a MyRetirement product super funds are running the risk of designing a product that will quickly become a legacy product. "Not only might it not be the right product - and therefore you'll have a legacy product very quickly - but also ...

EQT names manager for major philanthropy client

ALEX BURKE  |  THURSDAY, 1 MAR 2018
... the investment is needed to empower change and have a sustainable impact. I am delighted to be continuing this impressive legacy."

ATO closely monitoring SMSF balance caps

KARREN VERGARA  |  MONDAY, 19 FEB 2018
... these concepts," he said. "While many of the existing reserves held in SMSFs have arisen legitimately in the context of legacy pensions that are no longer available, the Commissioner considers that any need to maintain reserves in SMSFs is distinct from ...

Intergenerational wealth transfer at tipping point: Adviser

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
... financial planner is requested to retain his or her relationship with the family to ensure continuity of investment and legacy strategy for the remaining spouse and beneficiaries, he added. "The era of professional advice providers working in a collaborative ...

SMSF Association names new chair

JAMIE WILLIAMSON  |  WEDNESDAY, 14 FEB 2018
... in retirement and that every Australian has the right to control their retirement destiny," she said. "This is the proud legacy I have been bequeathed, and it's one that I will nurture, in partnership with the board, executive team and members, during ...

CBA purchase shifts AIA Australia executive team

KARREN VERGARA  |  FRIDAY, 2 FEB 2018
... Melbourne head office. She replaces Eleanor Ottaviano, who has taken an internal opportunity as head of transformation and legacy, a role that was created as part of AIA Australia acquiring CBA's life insurance businesses. For the last eight years, Ward ...

Former Macquarie executive director joins listed property firm

ALEX BURKE  |  THURSDAY, 18 JAN 2018
... executive team to ensure a smooth transition," Wolf said. "It has been a privilege to lead Abacus and I am very proud of the legacy I will leave behind. I would like to thank the board and everyone at Abacus for their support and unrelenting drive and ...

AZ NGA practice acquires regional advice firm

JAMIE WILLIAMSON  |  MONDAY, 8 JAN 2018
... principals like Ken know our acquisition process will be very professional, their clients will be in great hands, and their legacy respected," Cook said. "Ken's business is a great fit for us, and we believe we can roll out a wider value proposition ...

2018 Financial Standard Investment Leadership Awards

JOHN DYALL  |  FRIDAY, 22 DEC 2017
... changing role of financial advisers and the ways in which investment product manufacturers are responding. Among older legacy platforms and the products they hosted that relied on a large field force of aligned financial advisers for their net flows ...