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Showing 671 - 680 of 1293 results for "Request"

Millennials shaping family office strategy

EMMA RAPAPORT  |  MONDAY, 16 OCT 2017
Socially mindful and environmentally conscious millennials are driving a shift in how the ultra-wealthy manage their money as family offices set to ramp up allocation towards impact investing, according to the latest research. The Global Family Office ...

Voting opens for 2017 Power50

STAFF WRITER  |  MONDAY, 9 OCT 2017
... included in the final list and the Power50 Guide will be published in the 13 November issue of Financial Standard. To request a copy of the Guide, email [email protected] with your details.

Why advisers should revisit death benefits

KARREN VERGARA  |  FRIDAY, 6 OCT 2017
... understand the particular trustee's attitude towards requests to pay an income stream. Some trustees will favourably consider a request to pay income streams, but others will not pay income streams to children. Death benefit income streams generally ...

Digital assets overlooked in estate planning

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2017
... died. In most cases, closing an account requires family members to provide documentation to prove they have the right to request the account is terminated. Steen added appropriate action and planning is needed so businesses rather than individuals have ...

Prime accounts called into question by auditor

ALEX BURKE  |  TUESDAY, 3 OCT 2017
Listed wealth and accounting firm Prime Financial Group's directors said they were "deeply disappointed" that the group's independent auditor was unable to provide an opinion of Prime's annual report due to insufficient audit evidence. William Buck ...

Labor takes aim at executive pay

EMMA RAPAPORT  |  WEDNESDAY, 6 SEP 2017
The Federal Opposition has adopted a new party policy to force Commonwealth entities, including investment managers, to publish details of executive remuneration. Formally amending the rules surrounding executive remuneration, Labor will aim to ensure ...

APRA issues warning to underperforming super funds

EMMA RAPAPORT  |  FRIDAY, 1 SEP 2017
... another product. "APRA will soon write to each of the RSE licensees of RSEs identified as a result of APRA's assessment to request their respective boards to meet with APRA to discuss our assessment," Rowell wrote. "These RSE licensees will be required ...

Modern Silk Road presents investment jewel

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2017
... engaging investing thematic alternatives to their own clients. "In this case specifically, we are addressing our clients' request to make available a portfolio designed to capture the growth opportunity of what's possibly the biggest macro-economic story ...

Macquarie unveils adviser payment service

KARREN VERGARA  |  TUESDAY, 18 JUL 2017
... Macquarie launched a new payment service that helps advisers manage clients' money flexibly without the need for a signed request. The Adviser Initiated Payments (AIP) service allows advisers using a Macquarie cash account to initiate payments on behalf ...

Class integrates with two boutiques

KARREN VERGARA  |  FRIDAY, 14 JUL 2017
... provider Super Know How has integrated with Class technology to enable accountants and SMSF administrators to submit audit request at the click of one button. Audit partners would then provide real-time updates to users on the audit's progress and send ...