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Showing 531 - 540 of 5250 results for "Information"

ATO revises advice fee tax deductibility rules

JAMIE WILLIAMSON  |  THURSDAY, 26 SEP 2024
... provided by a financial adviser will be considered to be tax (financial) advice. Where an adviser merely provides factual information about a financial product that does not involve the application or interpretation of the taxation laws to the client's ...

Vanguard to pay $13m in greenwashing case brought by ASIC

JAMIE WILLIAMSON  |  WEDNESDAY, 25 SEP 2024
... investment values." He added that many of the representations were made with "reckless disregard to the accuracy of information conveyed," saying that marketing the fund as 'ethically conscious' took priority over the fund's composition and ...

Reforms needed to boost engagement: ASFA

MATTHEW WAI  |  MONDAY, 23 SEP 2024
... of Superannuation Funds of Australia (ASFA) shows only half of all adult Australians have consulted any source of information on preparing for retirement. The group says Tranche 2 of Delivering Better Financial Outcomes (DBFO) could help. The survey ...

ASIC, RBA handed new financial market infrastructure powers

ANDREW MCKEAN  |  FRIDAY, 20 SEP 2024
... powers are used effectively and efficiently. "We will work closely with the RBA and industry to develop and provide information and guidance on the use of our new powers across this multi-year program of change," Constant said. Separately, the corporate ...

Court freezes assets of company director

ANDREW MCKEAN  |  FRIDAY, 20 SEP 2024
... Coral Coast Mutual. ASIC began investigating McWilliams and the associated companies earlier this year after receiving information from the Queensland Office of Liquor and Gaming Regulation about his gambling activities, which included significant losses ...

ASIC sees case against Rest thrown out

ANDREW MCKEAN  |  THURSDAY, 19 SEP 2024
... to clarify the law around those rights and to emphasise the critical responsibility of trustees to provide accurate information to their members. Members rely on and trust information they receive from their superannuation fund," Court said. A Rest spokesperson ...

MLC Super to slash admin fees for members

JAMIE WILLIAMSON  |  TUESDAY, 17 SEP 2024
... 1, with total investment fees and costs on the MySuper option to drop from 0.91% to 0.81%. According to Rainmaker Information, the average total investment fees for a retail MySuper product was 0.60% as at June 2023.

Pre-retirees expect less reliance on Age Pension: Investment Trends

KARREN VERGARA  |  TUESDAY, 17 SEP 2024
... pre-retirees with the knowledge they need to be better prepared for the reality that awaits by, for example, providing information on how superannuation interacts with social security. "This is about empowering members to make better choices and take ...

The transferrable skills for advisers who changed careers

KARREN VERGARA  |  FRIDAY, 13 SEP 2024
... down points, and then once that person's finished, you create a bit more silence to let them give you a bit more [information]. When you get to the end of the story, we go back on those points to elaborate..." he said. "At the end of the day, the ...

Managers struggle to secure positive net flows in FY24

ANDREW MCKEAN  |  THURSDAY, 12 SEP 2024
A minority of investment managers have had positive net flows over the past year, according to Rainmaker Information. Of the 158 investment managers tracked in the research house's managed funds database, only 62 saw net inflows, while 96 experienced ...