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Showing 531 - 540 of 4679 results for "Issues"

Super funds captivated by equities: Research

KARREN VERGARA  |  TUESDAY, 27 FEB 2024
... high level as governments look for new ways to fund the systemic investment needed to overcome capital-hungry systemic issues such as the energy transition, climate change mitigation and sustained high-tech growth," she said. One example highlighted ...

How advisers protect themselves from 'rogue' clients

KARREN VERGARA  |  FRIDAY, 23 FEB 2024
... declaration clients sign as a trustee of a self-managed super fund (SMSF)? "What it does is it highlights to the client issues about the SMSF itself and about their responsibility. The fact is they sign it and keep it for 10 years but forget about it ...

New caps can increase super contributions: SMSFA

KARREN VERGARA  |  THURSDAY, 22 FEB 2024
... retirement savings strategy. For those who opt to take their money out of superannuation because of this change, Heffron flagged issues that must be considered including the impact of large withdrawals on exempt current pension income (ECPI), not wasting ...

ASX issues first corporate bond, underwritten by Westpac

ANDREW MCKEAN  |  THURSDAY, 22 FEB 2024
ASX has unveiled the pricing for its first corporate bond; a $275 million issue of floating rate, unsecured medium-term notes. This issuance falls under its newly established Medium Term Notes Programme, dated 18 August 2023. The Notes have a coupon ...

ATO cracks down on illegal early SMSF access

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... knowledge and a poor attitude towards their super. Others claimed they were in financial stress or were experiencing personal issues while some saw accessing their super in this manner was "too great a temptation to resist," she said. When a newly established ...

SMSFA reappoints Hay-Bartlem as chair

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... and succession. This includes assisting accountants, financial advisers, lawyers, and others help clients deal with these issues. He also leads the law firm's commercial and private client workgroup. Hay-Bartlem said he is "honoured to be asked to ...

Reforms will strengthen retirement advice: Experts

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... director Meg Heffron is hopeful that there will be a place for accountants with expertise to support their clients on SMSF issues. "We currently have a regulatory setting where every accountant I talk to is terrified of saying very normal things, [but] ...

Twynam Group targets US$50m for new fund

CHLOE WALKER  |  TUESDAY, 20 FEB 2024
... have told us that they notice climate change daily and want to be involved in trying to do something to ameliorate the issues."

VanEck failed to disclose influencer's role in ETF launch: SEC

JAMIE WILLIAMSON  |  MONDAY, 19 FEB 2024
... be associated with the product. "Fund boards rely on advisers to provide accurate disclosures, especially when involving issues that can impact the advisory contract... VanEck Associates' disclosure failures concerning this high-profile fund launch ...

DASS compensation drags AFCA, lead decision published

KARREN VERGARA  |  FRIDAY, 16 FEB 2024
... complaints body said the lead decision aims to assist more than 1900 complainants by having a template that summarises the core issues and principles that can be applied to a batch of similar cases. Many of the victims relate similar experiences in that ...