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Showing 431 - 440 of 4020 results for "Personal"

ASIC permanently bans Queensland adviser

ELIZA BAVIN  |  THURSDAY, 18 JUL 2024
... representative of the licensee, who was not working at the time, to sign documents misleading clients into thinking that personal advice had been provided by the authorised representative when it had not. "Mr Abdalla's conduct gave reason to believe ...

REI Super returns 9.34% in FY24

JAMIE WILLIAMSON  |  WEDNESDAY, 17 JUL 2024
The real estate industry super fund's MySuper option returned 9.34% last financial year. The results come as it launches a new growth investment option. REI Super chief executive Jarrod Coysh described the fund's performance for the year as a great ...

Spirit Super finds a new custodian

ANDREW MCKEAN  |  TUESDAY, 16 JUL 2024
... leading on member experience and retirement confidence, aiming to achieve this by "connecting with members who value personal service" in their communities and industries, according to its latest annual report. Separately, Spirit Super reported that ...

Aware Super closes fixed interest fund

ELIZA BAVIN  |  TUESDAY, 16 JUL 2024
... themselves to calculate their own capital gains or losses. "We recommend you seek independent tax advice, based on your personal circumstances, to help you understand your tax parcelling options," the super fund said.

Adviser queries jump 40%: AMP

ELIZA BAVIN  |  THURSDAY, 11 JUL 2024
... was a significant number of queries over the last six months for superannuation concessional contributions, including personal deductible contributions and the unused catch-up concessional contributions provisions. Almost one in five questions received ...

Adviser permanently banned for faking qualifications

JAMIE WILLIAMSON  |  TUESDAY, 9 JUL 2024
... not. It further found he misled 24 clients, claiming to have met the education requirements when he provided them with personal advice. Vee worked with Cojag from October 2021 to December 2021 and then again between March 2022 and March 2023, however ...

ASIC levy to slug advisers $48.4m

KARREN VERGARA  |  TUESDAY, 9 JUL 2024
... financial advisers $48.39 million collectively as the annual levy does not appear to be reducing. Licensees that provide personal advice to retail clients on relevant financial products are due to fork out a minimum levy of $1500 plus $2878 on a per ...

Advisers encouraged to embrace AI

ELIZA BAVIN  |  TUESDAY, 9 JUL 2024
The Investment Trends Adviser Technology Needs Report found financial advisers are showing a strong demand for better technology integration as they look to consolidate their tech stacks. Interestingly, the survey found the adoption of artificial intelligence ...

AAT slashes adviser ban

KARREN VERGARA  |  MONDAY, 8 JUL 2024
... whether, intentional or reckless. They did involve carelessness." "Having regard to all the relevant matters, including personal and general deterrence and the need to promote public confidence in the financial services sector the Tribunal considered ...

First advice reform bill passes parliament

KARREN VERGARA  |  FRIDAY, 5 JUL 2024
... flexibility in producing the Financial Services Guides, and improve transparency and protections for consumers who receive personal advice on insurance products. Before passing the bill, lawmakers amended it for highly contentious sections 99FA(1)(a) ...