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Showing 561 - 570 of 5863 results for "July"

ASIC calls out licensees: 'We will take action'

ELIZA BAVIN  |  THURSDAY, 20 JUN 2024
... guidance to support advisers and licensees to access the pathway," he said. "We have also updated our IT systems, so from July 1, licensees can begin lodging notifications where they have received a written declaration from an adviser who is relying ...

Trustee boards fail to challenge unlisted valuations: APRA

JAMIE WILLIAMSON  |  THURSDAY, 20 JUN 2024
... which the board or relevant board-delegated committee challenging and/or overriding valuations provided by management since 1 July 2022. Most RSEs also said the same for valuations provided by an external party. Further, four RSEs did not have checks ...

JPMAM, iCapital launch new private market fund for wholesale investors

ANDREW MCKEAN  |  TUESDAY, 18 JUN 2024
... investments and can help lower a portfolio's volatility. The underlying solution has returned 46.17% since inception in July 2023. However, the Australian fund's performance will differ from the underlying solution due to factors such as fees, taxes ...

TAL appoints new chief executive

ELIZA BAVIN  |  TUESDAY, 18 JUN 2024
... the role of chief executive and managing director, Asia-Pacific, for Dai-ichi Life Group, TAL's parent company, from 1 July 2024. Macgregor will continue in her current role as chief executive - individual life until then as part of a leadership ...

NRF appoints inaugural chief investment officer

ELIZA BAVIN  |  MONDAY, 17 JUN 2024
... expect to make our first investment announcements in the coming months." Manning said she is excited to join the team in July and take charge of its pipeline of investment opportunities. "We have a clear mission to supercharge our seven priority areas ...

Australian Retirement Trust people chief to depart

ELIZABETH FRY  |  FRIDAY, 14 JUN 2024
... Rail, Westpac, Ernst & Young, the NSW government, and Advisian. Robinson - the interim chief people officer - joined ART in July 2009 and has held a number of senior management roles across the people team with extensive capability in transformational ...

APRA updates industry on operational resilience guidance

ELIZA BAVIN  |  FRIDAY, 14 JUN 2024
... assist in the implementation of Prudential Standard CPS 230 Operational Risk Management (CPS 230), which was finalised in July last year and takes effect from 1 July 2025. APRA reconfirmed its focus on the resilience of critical operations and uplift ...

Ausbil executive departs after 23 years

ELIZA BAVIN  |  THURSDAY, 13 JUN 2024
... investment management teams following Grace's retirement announcement. The management changes will all come into effect on July 1. Nicholas Condoleon has been appointed as deputy head of equities, Australian Long Only. Condoleon will continue to work ...

Advice reforms draft laws consultation opens

KARREN VERGARA  |  WEDNESDAY, 12 JUN 2024
... make access to financial advice more affordable by cutting some of the red tape advisers endure. Stakeholders have until July 8 to have their say. The draft bill proposes to remove the requirements for advisers to provide Fee Disclosure Statements as ...

GST rebate changes worsens cost of advice: SMSFA

KARREN VERGARA  |  TUESDAY, 11 JUN 2024
Abolishing the rebate for the GST component of adviser fees from July 1 can aggravate the cost of financial advice, according to the SMSF Association (SMSFA). In a few weeks' time, superannuation funds and platform providers will no longer be able to ...