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Showing 601 - 610 of 1508 results for "Assessment"

Industry funds eye SMSF market stronghold

KARREN VERGARA  |  TUESDAY, 16 APR 2019
... number of mergers," the report reads. From 1 January 2020, funds will be required to undertake an annual member outcomes assessment under the recently released Prudential Standard SPS 515. This is based on: net investment returns, fees and operating ...

Research firm moves on ESG

ELIZABETH MCARTHUR  |  TUESDAY, 16 APR 2019
Moody's has acquired a majority stake in Vigeo Eiris, a global leader in environmental, social and governance (ESG) assessments. Moody's said this acquisition will further its objective of promoting global standards for ESG use by market participants. ...

APRA to boost staff numbers

HARRISON WORLEY  |  FRIDAY, 12 APR 2019
... continue to gather evidence on each of the possible enforcement matters referred to APRA, and expect to be able to make an assessment on the merits of further action in the coming months," he said. "None of the potential breaches of the law or prudential ...

Australian fund caught in email scandal

ELIZABETH MCARTHUR  |  FRIDAY, 12 APR 2019
... not effective, with insufficient evidence that all applicants were evaluated in a consistent manner throughout the assessment stages." At least some of those decisions were made via non-official email accounts. The report said: "The NAIF recruits and ...

Technical Services Forum: Keep advisers informed of change

HARRISON WORLEY  |  THURSDAY, 11 APR 2019
... head of technical services Andrew Lowe spoke of how new means testing rules applicable from July 1 would affect the assessment of pooled lifetime income streams purchased thereafter. Consensus emerged that advisers need to be kept informed of which products ...

AMP, IOOF: Saved by ESG

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 APR 2019
... proprietary governance analysis," the report reads. "As a result, we have recently built out an improved internal Governance Assessment rating framework covering our Australian companies. "This further analytical tool is designed to help us identify ...

ASIC approves AMP for MDAs

HARRISON WORLEY  |  TUESDAY, 9 APR 2019
... on what an applicant is seeking authorisation for, what we know of them, and what we may see during the application assessment process," Press said. "New license applicants and licensees seeking variations can expect to see ASIC tailor licence conditions ...

APRA receives new super powers

KARREN VERGARA  |  FRIDAY, 5 APR 2019
... behaviour from the outset and to push trustees to meet their obligations to members under the law." Annual outcomes assessment Under the new law, super trustees will have to annually assess and compare the appropriateness of product offerings for MySuper ...

AMP overhauls wealth leadership

ELIZABETH MCARTHUR, JAMIE WILLIAMSON  |  THURSDAY, 4 APR 2019
... on what an applicant is seeking authorisation for, what we know of them, and what we may see during the application assessment process. New licence applicants and licensees seeking variations can expect to see ASIC tailor licence conditions more ofte ...

New wellbeing venture for BT

ELIZABETH MCARTHUR  |  WEDNESDAY, 3 APR 2019
BT has launched My Wellbeing Rewards and Portal for life insurance clients, giving them access to discounts and an online hub focussed on health and wellbeing. The My Wellbeing Portal will give clients access to articles on health and wellbeing, personalised ...