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Showing 641 - 650 of 2429 results for "Aware"

Treasury releases Quality of Advice Review final report

CASSANDRA BALDINI, JAMIE WILLIAMSON  |  WEDNESDAY, 8 FEB 2023
... also be given in response to a request, question or inquiry from the client, the purpose of the client that the provider is aware of or should reasonably be aware of, or volunteered by the provider, the reason the provider reasonably considers the advice ...

Advisers put on notice: HLB Mann Judd

CASSANDRA BALDINI  |  TUESDAY, 7 FEB 2023
... those transferring funds into Australia to ensure the appropriate level of tax is paid. "The ATO has made it clear it is aware some people migrating funds here try to mask it as something it's not, in an attempt to avoid paying tax," explained HLB Mann ...

Former association leads push for merger

JAMIE WILLIAMSON  |  FRIDAY, 3 FEB 2023
In an open letter to their respective members, former chief executives, chairs and presidents of the Association of Financial Advisers and the Financial Planning Association of Australia have unanimously recommended the merger go ahead. In the coming ...

Wilsons Advisory fined $550k by ASIC MDP

JAMIE WILLIAMSON  |  FRIDAY, 3 FEB 2023
... systems in place. That said, ASIC added that Wilsons had an otherwise sound compliance culture and acted swiftly once made aware of the issue, undertaking a thorough review of trading history and compiling a breach report for the regulator. ASIC said ...

Aware Super deputy investment chief to lead global strategy

JAMIE WILLIAMSON  |  THURSDAY, 2 FEB 2023
Aware Super has promoted Damien Webb to head of international, putting him in charge of its offshore expansion program. Webb will serve as an executive lead for the continued international expansion of the fund's investment function, Aware Super ...

Cold calling advice firms called out

JAMIE WILLIAMSON  |  WEDNESDAY, 1 FEB 2023
... consumers about superannuation advice should be banned, the industry body said in its pre-budget submission, adding that it is aware of several financial advice businesses employing intermediaries to gain business this way. Following the Royal Commission ...

Aware Super's Intermodal Terminal Company to build $400m terminal

ANDREW MCKEAN  |  MONDAY, 30 JAN 2023
Intermodal Terminal Company (ITC), fully owned by Aware Super, plans to build and operate a $400 million terminal to unlock Australia's supply chain. The planned terminal in Melbourne's north, set to be completed in 2025, will be Australia's largest ...

Superannuation objective: Australians want retirement income

ANDREW MCKEAN  |  FRIDAY, 27 JAN 2023
Financial Services Council (FSC) research found Australian's support legislating an objective for super that focuses on delivering retirement income. A focus group study conducted by CT Group revealed Australian consumers' awareness, understanding ...

Bloomberg pays US$5m in SEC charges

CASSANDRA BALDINI  |  TUESDAY, 24 JAN 2023
... input, such as a broker quote, which did not adhere to methodologies it had previously disclosed. It alleged Bloomberg was aware that its customers, including mutual funds, may use BVAL prices to determine fund asset valuations, including valuing fund ...

We're doing a huge amount: Aware Super

CASSANDRA BALDINI  |  WEDNESDAY, 18 JAN 2023
Aware Super chief executive Deanne Stewart says the fund is making a significant investment in its financial advice capabilities, regardless of what comes out of the Quality of Advice Review. Speaking to Financial Standard, Stewart pointed out that ...