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Showing 541 - 550 of 2776 results for "OCC"

DASS clients pushed to accept paltry recoupment

ANDREW MCKEAN  |  FRIDAY, 2 DEC 2022
Dixon Advisory and Superannuation Services administrators have said it's in the best interest of the failed group's creditors to vote in favour of a proposed deed of company arrangement that would see them receiving as little as 3.1 cents on ...

2023 adviser exam dates released

CHLOE WALKER  |  THURSDAY, 1 DEC 2022
ASIC has announced the sitting dates for the 2023 financial adviser exams, the first of which will be held on February 16. Advisers should note that all enrolments for the February Cycle 20 sitting will be open from January 10 and close on January 30. ...

Code of Ethics must be fixed: Phil Anderson

CASSANDRA BALDINI  |  MONDAY, 28 NOV 2022
The Association of Financial Advisers (AFA) chief executive Phil Anderson said the Code of Ethics for financial advisers was not backed by industry during its 2019 implementation and remains the case now. The Code of Ethics, developed by the now dissolved ...

Australian Ethical, Christian Super merger finalised

JAMIE WILLIAMSON  |  MONDAY, 28 NOV 2022
The successor fund transfer was completed on November 25, adding 28,000 new members to Australian Ethical Super. It comes mere months after the merger was confirmed in July, with Australian Ethical and Christian Super first flagging their discussions ...

'Our fears were warranted': Chant West proposes YFYS alternative

ANDREW MCKEAN  |  THURSDAY, 24 NOV 2022
Chant West says the dire consequences of failing the Your Future, Your Super (YFYS) performance test is outweighing the rewards for passing, causing some funds to make passing the test their primary investment focus. "We are seeing clear evidence of ...

Affordable housing investments a win-win: ISA

ANDREW MCKEAN  |  WEDNESDAY, 23 NOV 2022
A Frontier Advisors report ' Super in the Economy ' commissioned by ISA says that affordable housing's longer-term leases backed by government guarantee and low vacancy rates will deliver stable long-term returns that are resistant against ...

What to expect at FPA Congress 2022

CASSANDRA BALDINI  |  TUESDAY, 22 NOV 2022
The Financial Planning Association of Australia's (FPA) Professionals Congress is back for the first time in person in three years. Kicking off tomorrow at Sydney's ICC with the theme 'Reunite, Reset', Congress chair Marisa Broome said the event ...

Property trusts hit with stop orders

CHLOE WALKER  |  TUESDAY, 22 NOV 2022
MPG Funds Management Limited (MPG) has been banned from offering or distributing two of its property trusts to retail investors because of poor target market determinations (TMDs). The interim stop orders, implemented by ASIC, prohibit MPG from issuing ...

Link Group offloads PEXA stake

ANDREW MCKEAN  |  MONDAY, 21 NOV 2022
Link Group has sold 10% of its existing 42.77% shareholding in PEXA Group for $101.9 million, with the net proceeds to be used to pay down debt. The PEXA selldown was executed at $13.50 per share; settlement is expected to occur on November 23. The ...

Evidence of poor LRBA advice: Report

ANDREW MCKEAN  |  THURSDAY, 17 NOV 2022
A second Council of Financial Regulators (CFR) report, Leverage and Risk in the Superannuation System, says there continues to be evidence of individuals receiving advice regarding the use of limited recourse borrowing arrangements (LRBAs) that could ...