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| | | ... "This is about helping make retirement easier and more rewarding, if a member is eligible, we automatically calculate and apply the bonus once their Flexi Pension is setup. "This reflects the strength of our overall retirement offering. Competitive fees ... |
| | | | ... income transparency and investor disclosure. Once effective, FSC members under the criteria will be required to consistently apply valuation policies that include independence and effect challenges, and execute a clear re-valuation when material market ... |
| | | | ... the future will combine exceptional human advice with scalable delivery models, giving advisers more time to build trust, apply judgement and help clients answer the question: 'Am I going to be okay?'" Morris echoed Rogan's statement, saying ... |
| | | | ... Adviser and let funds deliver low-cost advice to members in-house. Treasury said the new adviser regime would initially apply only to APRA-regulated superannuation and life insurance entities. The New Class of Advisers will be prohibited from receiving ... |
| | | | ... one or both sat on several platforms such as Equity Trustees and Netwealth. While the investment governance reforms would apply to all trustees, APRA said the impact will be "most significant for platform trustees, given their investment menus are typically ... |
| | | | ... investment losses rather than hypothetical losses for applications made to AFCA after June 30 of next year. The government will apply the waterfall model outlined in a recent consultation to the $170.3 million special levy attributed to the financial ... |
| | | | ... enjoyed. Currently, the Corporations Act bans the unsolicited offer of a financial product to a consumer. Several exceptions apply, including offers made while providing personal advice to the consumer by a person who is required to act in the consumer's ... |
| | | | ... analyst Sam Berridge said the investment philosophy remains same for the new trust. "The global resources trust allows us to apply the same disciplined investment process across a much broader universe of companies, commodities and jurisdictions. We ... |
| | | | ... technological systems and staffing, and was likely to breach its general obligations as an AFS licensee. ASIC said GFA may apply to the Administrative Review Tribunal for a review of the decision. While its licence is suspended, GFA can continue to operate ... |
| | | | Spaceship Super is increasing its investment fees across its GrowthX, Balanced and Moderate options after adding exposure to unlisted asset classes. GrowthX investment fees will rise from 0.243% to 0.267% per annum, the Balanced option will rise from ... |
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