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Showing 41 - 50 of 105 results for "Grandfathering"

Government releases draft life insurance regulations

ALEX BURKE | FRIDAY, 8 APR 2016

... developed the financial plan advice strategy recommended for the client. "The clarification provided around the grandfathering of existing payments also provides certainty for financial planners and the businesses they work in while the life insurance ...

Public sector retirees angry over income exemption cuts

DARREN SNYDER | THURSDAY, 14 JAN 2016

... apply to account-based superannuants who were already receiving a part Age Pension." Both groups are calling for grandfathering arrangements to be applied to the new cap. A spokesman for the Minister of Social Services, Christian Porter, said the change ...

Advice M&A deals boom after years of stagnation

LAURA MILLAN | FRIDAY, 20 NOV 2015

... Commonwealth Financial Planning scandal broke in 2014, they stopped buying. This, combined with the uncertainty around the grandfathering provision in the Future of Financial Advice (FoFA) legislation meant that all M&A activity stalled. "As financial ...

Deloitte super plan could save budget $6bn

DARREN SNYDER | MONDAY, 26 OCT 2015

... this is a change to the taxation of contributions - when the money goes in - it avoids the need for any additional grandfathering. Nor does it add extra taxes to either earnings or benefits," a Deloitte statement said. Deloitte said to make super simpler ...

Super to fund Aussie infrastructure: Shorten

DARREN SNYDER | FRIDAY, 9 OCT 2015

... of the day what has to happen is you have got to find projects that actually can pay a return. I mean it's not grandfathering, they're not just going to hand it out and give it to the states to build infrastructure," Morrison said. "So, the projects ...

Independent dealers in M&A mode

ALEX BURKE | MONDAY, 27 JUL 2015

... created by the Government, but the market has come back substantially on the M&A side now that we have surety on grandfathering and other FoFA reforms." He added that cultural incompatibilities and brand damage due to recent advice scandals was also ...

Industry moves away from upfront commissions

LAURA MILLAN | THURSDAY, 25 JUN 2015

... three of the policy. The industry agreed on banning other volume-based payments from 1 July 2016, with appropriate grandfathering arrangements, consistent with the Future of Financial Advice laws. Life insurance companies will also have to offer fee-for-service ...

ISA and AIST want changes to professionalism model

DARREN SNYDER | WEDNESDAY, 13 MAY 2015

... introduced a ban on sales commissions, conflicted remuneration continues to be widespread as a result of extensive grandfathering as well as generous exemptions to the life insurance advice industry. If the government is serious about ensuring that consumers ...

Advisers Register hits 22k

DARREN SNYDER | WEDNESDAY, 29 APR 2015

... industry participants continue to receive conflicted remuneration due to there being a number of exemptions [or] grandfathering arrangements in place and while these arrangements are legal they may have a negative effect on providing advice," he said. ...

Degrees don't ensure good financial advice

ALEX BURKE | WEDNESDAY, 25 MAR 2015

... don't have degree and you're 62. You don't want to leave town, so you then have the debate of whether you're just grandfathering people in to make it easier."

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Federal Court calls out ASIC for re-running case on appeal

RIDDHIMA TALWANI

The Full Federal Court of Australia has criticised regulators for falling back on appeals to re-litigate cases on a different legal basis than the one run at trial.

Evergreen founder exits Ascalon Capital

KARREN VERGARA

Ascalon Capital has bid farewell to Evergreen Consultants' founder Angela Ashton, shortly after acquiring the consulting firm last year.

Powerhouse Ventures partners with European fund manager

KARREN VERGARA

ASX-listed Powerhouse Ventures has partnered with an unnamed European fund manager that will commit US$50 million to its fledgling Critical Infrastructure Opportunities (CIO) Fund.

KeyInvest unveils new investment platform, awards mandate

MATTHEW WAI

KeyInvest has launched a new investment platform to include a plethora of investment strategies ranging from private credit to global equities.

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