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Showing 651 - 660 of 1293 results for "Request"

ATO closely monitoring SMSF balance caps

KARREN VERGARA  |  MONDAY, 19 FEB 2018
The ATO is closely monitoring self-managed super funds (SMSF) that breach the transfer balance cap and has already issued several alerts to members close to breaching the cap. ATO deputy commissioner for superannuation James O'Halloran told the 2018 ...

Credit Suisse under investigation

JAMIE WILLIAMSON  |  FRIDAY, 16 FEB 2018
Credit Suisse is being questioned over its hiring practices in Asia Pacific. Credit Suisse disclosed it is "responding to requests" from governmental and regulatory authorities in regards to potential violations of the US' Foreign Corrupt Practices ...

Intergenerational wealth transfer at tipping point: Adviser

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
Protecting and transferring wealth between generations is prompting financial planners to provide more holistic solutions, a senior financial adviser warns. Australian Wealth Solutions principal Sam Zervides says financial advisers shouldn't dismiss ...

IOOF partners with GROW Super

KARREN VERGARA  |  TUESDAY, 13 FEB 2018
... victim. Rundmann suggested a middle ground to "allow the victim's compensation schemes - operated by state governments - to request a release of super on behalf of victims where a judgement debt remains unpaid." "Whilst not explicitly covered in the ...

Royal Commission begins in February

JAMIE WILLIAMSON  |  TUESDAY, 23 JAN 2018
The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry is calling for submissions ahead of its first hearing on Monday, 12 February 2018. The initial public hearing, which will see the Commissioner and Senior ...

J.P. Morgan winds up global equities fund

ALEX BURKE  |  TUESDAY, 9 JAN 2018
... liabilities and expenses and ultimately distributing proceeds to unitholders. Once this has been done, Perpetual will request that ASIC deregister the fund. "While no time limit is prescribed in the fund's constitution for this process, Perpetual has ...

FSC finalises life insurance APL guidelines

ALEX BURKE  |  FRIDAY, 22 DEC 2017
... APL that they are not unnecessarily restricted from doing so and the AFSL member will make a decision for the off APL request within seven business days," the standard explains. Licensees will also need to maintain records of how many insurers are included ...

Industry split on life insurance cover: Poll

KARREN VERGARA  |  MONDAY, 18 DEC 2017
... insurance cover in your insurance welcome pack, our disclosure information, your annual statement, and on our website. If you request a cancellation form, we will send it to you within five business days," the code said. The code, which operates alongside ...

Adviser group edges on triple digits with new business

JAMIE WILLIAMSON  |  FRIDAY, 15 DEC 2017
Madison Financial Group has added another practice to its stable, as its growing adviser network nears triple digits. Marsh Financial Advice is the latest business to join the dealer group, led by owner and principal adviser Shelley Marsh. A former ...

Industry fund stepping up advice offering

JAMIE WILLIAMSON  |  TUESDAY, 12 DEC 2017
A $6 billion industry fund is looking to revamp its financial advice offering, commencing the tender process for a new provider to enhance its platform. LUCRF Super is calling for tenders to provide an integrated solution that will allow for straight-through ...