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Showing 661 - 670 of 1670 results for "Register"

Geared super funds hit jackpot

HARRISON WORLEY  |  FRIDAY, 10 JAN 2020
Latest research shows that geared super funds enjoyed a stellar 2019 thanks to a bull run in financial markets. According to new Rainmaker research, the top 10 geared retirement and superannuation funds achieved returns in excess of 50% in the 12 months ...

SMSFA slams limited licensing

HARRISON WORLEY  |  THURSDAY, 9 JAN 2020
The peak body for the self-managed super sector is calling for the end of limited licensing for professionals dealing with SMSFs. Outlining its 2020/21 Federal Budget submission today, the SMSF Association said limited licensing should be phased out ...

FSC, super sector steps up for bushfire affected

HARRISON WORLEY  |  WEDNESDAY, 8 JAN 2020
Major players in the wealth management industry are taking steps to help those affected by the ongoing bushfires, with the crisis also sparking debate over whether early access to superannuation savings should be made available. This week the Financial ...

ASIC bans former Charter, NAB adviser

KANIKA SOOD  |  WEDNESDAY, 8 JAN 2020
... 2016. O'Brien is a member of the Financial Planning Association of Australia, according to the ASIC Financial Adviser Register. "The FPA has already taken disciplinary action, Mr David Allen O'Brien's membership of the FPA was terminated on 20 December ...

Chief economist update: Moving target

BENJAMIN ONG  |  WEDNESDAY, 8 JAN 2020
What's a central bank to do if after so many years of policy accommodation it still couldn't hit its target? Move the goalpost, of course. The US Federal Reserve has cut interest rates three times (by 75 basis points) last year from 2.5% to ...

SMSF adviser hit with ban

ELIZABETH MCARTHUR  |  MONDAY, 6 JAN 2020
... Fund. He failed to disclose those conflicts of interest in statements of advice to clients. The ASIC Financial Adviser Register shows Blazejczyk is a member of the SMSF Association, the Association of Independently Owned Financial Professionals and the ...

YBR exits wealth, sells for $2.5 million

ELIZABETH MCARTHUR  |  MONDAY, 6 JAN 2020
... advisers of Interprac (which holds an AFSL within the Sequoia Group). Rainmaker analysis of the ASIC Financial Adviser Register shows that YBR had 58 advisers in the middle of December and that number has not yet changed following the announcement of ...

What you read in 2019: Financial advice

JAMIE WILLIAMSON  |  THURSDAY, 19 DEC 2019
... grew significantly in a rather short amount of time. According to Rainmaker analysis of ASIC's Financial Adviser Register, SMSF Advisers Network has 1043 advisers on its books, as at April 2019. It had added 219 advisers in just 12 months. 4. Westpac ...

Half of all AFSL applications approved

ELIZABETH MCARTHUR  |  MONDAY, 16 DEC 2019
... understand their obligations. Meanwhile, ASIC is also reminding AFSLs who have not yet updated the Financial Adviser Register that they need to add new details about their financial advisers by 1 January 2020. New information on advisers is required ...

Wealth manager launches new platform

ELIZA BAVIN  |  THURSDAY, 12 DEC 2019
A Tasmania-based wealth manager has announced the launch of a new managed fund platform and appointed a custodian. MyState's wealth management business, TPT Wealth, has launched a new platform to provide managed fund investors with national digital ...