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Showing 41 - 50 of 2980 results for %22Professional Year%22

Wingate-backed non-bank lender prices $1bn RMBS

CHLOE WALKER  |  MONDAY, 26 FEB 2024
... participant, serving borrowers and investors with integrity and transparency." Wells said the same themes underpinned the three-year period prior to this inaugural term deal. He also revealed that ORDE is preparing to launch an innovative and "much needed" ...

Australian Ethical posts strong half-year result

ANDREW MCKEAN  |  FRIDAY, 23 FEB 2024
Australian Ethical has reported a strong half-year financial result, with revenue increasing by 33% to $48.5 million and its underlying net profit after tax (UNPAT) jumping 71% to $8.5 million. The ethical investment firm's funds under management ...

How advisers protect themselves from 'rogue' clients

KARREN VERGARA  |  FRIDAY, 23 FEB 2024
... walk [away from the client relationship] but it's particularly setting you up to protect against an AFCA complaint, professional indemnity insurance complaint (PII), or even an ethics complaint," he said. Every three years, advisers should offer clients ...

Financial services 300x more likely to get hacked: Expert

CHLOE WALKER  |  FRIDAY, 23 FEB 2024
... "The cost of an attack can be devastating. It can be devastating for your client relationships, devastating for your professional reputation, and devastating for your business valuation." Jack said it's not a matter of 'if' but 'when' an attack will ...

Proposed super tax requires perspective: Expert

KARREN VERGARA  |  THURSDAY, 22 FEB 2024
... money right now, but this is an unindexed cap and this cohort has decades of working and saving left, she pointed out. A 35-year-old today, for example, is dealing in a different world of contribution caps to a 65-year-old as contribution caps are much ...

ASIC vigilant on bad SMSF advice

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
ASIC is putting the pressure on financial advisers to provide appropriate SMSF advice using "professional judgment", as the regulator flags serious instances of misconduct it wants to curb. At the annual SMSF Association National Conference, ASIC senior ...

SMSFA reappoints Hay-Bartlem as chair

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
The SMSF Association announced that Scott Hay-Bartlem has been reappointed as its chair and will serve another two years. Hay-Bartlem joined the association as a director in July 2019 and was appointed chair in February 2022. With a background in law ...

Funds SA hires ESG expert

ELIZABETH FRY  |  MONDAY, 19 FEB 2024
Funds SA has appointed a new investment professional to sit within the responsible investment team. The investment arm of the South Australian government has welcomed Kana Thorpe to the newly created role of assistant portfolio manager for responsible ...

Superannuation fund returns underperformed SMSFs: Research

ANDREW MCKEAN  |  WEDNESDAY, 14 FEB 2024
... receiving financial advice tend to perform better. "It's always been our mantra that SMSF trustees should get professional advice," Burgess said.

Conference to address major SMSF issues

KARREN VERGARA  |  TUESDAY, 13 FEB 2024
Next week, self-managed super fund professionals can leverage what APRA-regulated funds are excelling in as well as learn about critical issues affecting the sector from a suite of experts, according to the SMSF Association (SMSFA). Heffron SMSF Solutions ...