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Showing 5401 - 5410 of 18266 results for "Plan"

Retail clients win under new ASIC powers: Lawyers

KARREN VERGARA  |  TUESDAY, 28 MAY 2019
... determining the target market for financial products on offer and making this known to the public. They must also develop a plan to review target market determinations and specify distribution information. Authors Harry New (partner) and Vince Battaglia ...

Super fund achieves first carbon neutral portfolio

ELIZABETH MCARTHUR  |  TUESDAY, 28 MAY 2019
An $11 billion superannuation fund has achieved carbon neutral certification by the Australian Government for its buildings and property portfolio. Local Government Super's portfolio was rated by NABERS, a New South Wales Government administered ...

Industry fund appoints board director

KANIKA SOOD  |  MONDAY, 27 MAY 2019
A $3 billion industry superannuation fund has appointed to its board as a long-standing director retires after more than 25 years. Robyn Burns has joined the board of First Super. She will replace First Super veteran Allan Stewart who plans to stand ...

Industry pledges Uluru statement support

ELIZABETH MCARTHUR  |  MONDAY, 27 MAY 2019
... statement. Alison Kitchen, KPMG chair, signed the letter on the firm's behalf. "Through KPMG's Reconciliation Action Plan, the Firm is committed to supporting the rights of Aboriginal and Torres Strait Islander Peoples and our commitments are ...

Chief economist update: Currency manipulators beware

BENJAMIN ONG  |  MONDAY, 27 MAY 2019
As if the world hasn't had enough of the overhanging pall engendered by lingering trade tensions, US President Trump is about to raise the stakes and expand the scope to currency manipulators. This I learned from The New York Times (NYT) on May ...

PM Capital head of distribution departs

KANIKA SOOD  |  THURSDAY, 23 MAY 2019
The head of distribution at PM Capital has left after almost three years to join a $1.3 trillion global manager's Aussie team. Lachlan Cameron is taking up the role of director - wholesale sales at Invesco. He moves into the role as the incumbent ...

Clients demand multiple advisers: Report

KARREN VERGARA  |  THURSDAY, 23 MAY 2019
... are not leaving their financial advisers solely based on price. Over the next three years, more than one third of clients plan to switch advisers. The adviser's reputation and servicing capabilities in areas such as advisory services, personal attention ...

Property risks dip at Coalition win, APRA easing

KANIKA SOOD  |  WEDNESDAY, 22 MAY 2019
UBS has materially reduced downside risk for housing as last Saturday's elections lay to rest Labor's negative gearing plans and separately, APRA is easing its stance on mortgage lending. "The main implication of the election is the absence of expected ...

Sunsuper, corporate super fund merge

JAMIE WILLIAMSON  |  WEDNESDAY, 22 MAY 2019
... merger in the last 12 months, following the transition of AustSafe Super, Kinetic Super and the IAG & NRMA Superannuation Plan. The CBH Group is Australia's largest cooperative in the grain industry, owned and operated by more than 4000 Western Australian ...

Members ignorant about super fund differences: Research

KARREN VERGARA  |  WEDNESDAY, 22 MAY 2019
Many superannuation fund members that don't understand the difference between retail and industry funds highlights the need for education and comparison tools, a new survey finds. The research from Australian Institute of Superannuation Trustees, which ...