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Showing 691 - 700 of 6175 results for "Statement"

Fidante revamps brand, online offering

CASSANDRA BALDINI  |  THURSDAY, 20 OCT 2022
Fidante has a fresh look, unveiling a new brand, online offering and registry service. The new look includes a revamped logo in the colour green to reflect growth and prosperity. Meanwhile, the new website is cleaner, with a more personalised and user-friendly ...

TPB, bans dishonest tax agents

CASSANDRA BALDINI  |  TUESDAY, 18 OCT 2022
The Tax Practitioners Board (TPB) terminated the registration of two tax agents after finding they prepared and lodged self-managed superannuation fund (SMSF) annual returns with incorrect details. Following an Australian Taxation Office (ATO) referral ...

Draft SMSF auditor registration regulations to update fees, language

ANDREW MCKEAN  |  MONDAY, 17 OCT 2022
The government is consulting on the Superannuation Auditor Registration Imposition Regulations 2022, aiming to remake and improve the 2012 Regulations by changing the amounts of fees payable to ASIC, and language about indexation methods. The 2012 Regulations ...

ASIC issues stop orders on Holon funds

CASSANDRA BALDINI  |  MONDAY, 17 OCT 2022
... distributing them to retail investors, explaining the order bans Holon from issuing interests in, giving a product disclosure statement for, or providing general advice to retail clients recommending investments in the funds. The three funds under the ...

Court dismisses Mayfair 101 appeal

JAMIE WILLIAMSON  |  TUESDAY, 11 OCT 2022
The Full Federal Court dismissed an appeal by Mayfair 101 to overturn the findings of misleading advertising and the $30 million fine it was handed in December last year. In March 2021, the Federal Court found Mayfair 101's group of companies engaged ...

Sustainable investment now mainstream: Survey

CHLOE WALKER  |  FRIDAY, 7 OCT 2022
... readily available, the survey suggests. Respondents in APAC were in fact the highest out of all regions to agree with this statement. FTSE Russell global head of sustainable investment product management Sylvain Chateau said that once again, the survey ...

BlackRock appoints new chief financial officer

ELIZABETH FRY  |  THURSDAY, 6 OCT 2022
... Canada and in leadership roles for BlackRock's Financial Markets Advisory unit," the US$8.5 trillion fund said in a statement. Shedlin, who had been an outside financial adviser to the firm and later became its CFO, will become a vice chairman, working ...

Yarra Capital names portfolio manager to lead new fund

CASSANDRA BALDINI  |  THURSDAY, 6 OCT 2022
... 20 high-quality companies varied by sector, size, and duration to exit, across Australia and New Zealand. An issued statement said the fund will also benefit from the investment expertise of chair and head of Australian equities Dion Hershan, head of ...

ASIC issues stop order on third property fund

CASSANDRA BALDINI  |  FRIDAY, 30 SEP 2022
... Income Fund (the Fund) to retail investors. It prevents APIL from issuing interests in, giving a product disclosure statement, or providing general advice to retail clients recommending investment in the Fund. The order is valid for 21 days unless revoked ...

Tech providers support QAR SOA proposals

CASSANDRA BALDINI  |  THURSDAY, 29 SEP 2022
Financial planning technology providers have agreed with the Quality of Advice Review's (QAR) proposal to remove Statements of Advice. Advice Intelligence founder and chief executive Jacqui Henderson said QAR chair Michelle Levy makes a critical ...