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Showing 511 - 520 of 1613 results for "Recommended"

Specialist SMSF advisers need only apply

JAMIE WILLIAMSON  |  THURSDAY, 10 JAN 2019
... of the new standards in place under the Financial Adviser Standards and Ethics Authority. Further, the report has recommended that advisers be required to provide a document that clearly explains the key issues associated with establishing an SMSF. The ...

Regulators in Productivity Commission firing line

HARRISON WORLEY  |  THURSDAY, 10 JAN 2019
... among other things - whether APRA is effectively weeding out underperforming funds and options from the system. Also recommended was an independent inquiry into the retirement income system, which would examine the role of compulsory super in the broader ...

Productivity Commission shakes up default superannuation

KARREN VERGARA  |  THURSDAY, 10 JAN 2019
... to the workforce, changing jobs or wishing to engage with their super. Lifting the governance game The Commission recommended a number of governance rule changes that made it clear the right mix of knowledge, skills and experience, and managing conflicts ...

ASIC to examine super fund and employer connections

HARRISON WORLEY  |  TUESDAY, 8 JAN 2019
... last year Workplace Super Specialists Australia called for employer funds to be included in a best-in show list of recommended default funds proposed by the Productivity Commission. WSSA said employer funds were entitled to be included as an 11th option ...

ASIC and Westpac court battle sees mixed outcome

DARREN SNYDER  |  FRIDAY, 4 JAN 2019
... the Corporations Act in 14 of 15 customer phone calls by implying the rollover of super funds into a BT account was recommended. This came about through a "quality monitoring framework" where BT staff were coached in sales technique. There was an impression ...

Portfolio implementation delays costing investors

JAMIE WILLIAMSON  |  TUESDAY, 18 DEC 2018
... isn't. These costs are quantifiable, and they have a real impact on investment performance," Lonsec said. Using actual recommended portfolio changes from December 2016, Lonsec showed that implementing the changes with no delay resulted in an excess return ...

FPA reviews disciplinary regulations

JAMIE WILLIAMSON  |  WEDNESDAY, 12 DEC 2018
... showing greater concern for the interests of its membership than for effective discipline. In response, Boucher has recommended the introduction of public interest 'calls', whereby the need for public protection should receive greater prominence and ...

Insurer awards $80m mandate

KANIKA SOOD  |  MONDAY, 10 DEC 2018
... in an absolute return strategy. The H20 Adagio strategy targets an absolute return between 2-4% per year, over the recommended two-year investment period through investments in fixed income and currency markets. It recently created an Aussie dollar share ...

ASIC strips Melbourne firm of AFSL

KANIKA SOOD  |  MONDAY, 3 DEC 2018
... only be availed if the customer agreed to receive and act on financial advice from the firm. This advice typically recommended switching superannuation providers and insurance products, according to ASIC. "When consumers implemented the advice, significant ...

UBS launches emerging market fund

HARRISON WORLEY  |  THURSDAY, 22 NOV 2018
... the Australian market. Additionally, the fund became the first emerging market fund to receive Zenith's Highly Recommended rating after its first inaugural review. The ratings firm noted the ability of portfolio manager Geoffery Wong to leverage ...