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Showing 751 - 760 of 1737 results for "Minimum"

Netwealth boosts class action involvement

JAMIE WILLIAMSON  |  TUESDAY, 5 JUN 2018
... for users to produce consolidated reports across multiple accounts. Financial advisers and paraplanners can also now set minimum trade sizes by the percentage of total dollars invested in a managed account, in addition to being able to set a minimum ...

Global fixed income manager mulls active bond ETFs

HARRISON WORLEY  |  FRIDAY, 1 JUN 2018
... assets to fixed income, with large corporate bond parcel sizes proving no barrier to larger funds. According to Kirkham, minimum spends can lock SMSFs out of high grade corporate bonds, which he says is a real challenge. Western Asset client services ...

Former Macquarie equities team launches boutique

KANIKA SOOD  |  FRIDAY, 25 MAY 2018
... fee is 20% of the fund's excess return versus the benchmark RBA cash rate, net of management fees. Both funds have a minimum investment size of $20,000. The high conviction fund has a "highly recommended" research rating while the absolute return ...

APRA urges super funds to examine board skills

HARRISON WORLEY  |  FRIDAY, 18 MAY 2018
... boards collectively and at an individual level. It highlighted some funds had failed to recognise the spirit and intent of minimum governance standards set by the regulator, by ignoring previous terms served on the board when renewing a director's tenure. ...

ASIC consults on advice code monitoring bodies

JAMIE WILLIAMSON  |  TUESDAY, 15 MAY 2018
... it will be regulating. To ensure this, ASIC has said the governing body for any monitoring body should be made up of a minimum of three non-executive members including an independent chair, a member with industry experience and a consumer representative. ...

Budget paves way for retirement income framework

KARREN VERGARA  |  TUESDAY, 8 MAY 2018
... pooled lifetime product payments as income, and 60% of the purchase price of the product as assets until age 84, or a minimum of five years and then 30% for the rest of the person's life. Morrison said people will not be forced to take up a CIPR at retirement. ...

Trustee firm lists $2bn in RMBS debt securities

KANIKA SOOD  |  FRIDAY, 4 MAY 2018
... under the code NROHC. Perpetual will act as trustee, and through P.I. Limited, as the security provider for the trust. The minimum trading consideration for all three is $500,000. The notes are quoted on ASX's wholesale loan securities market only. They ...

Retirement spending declines faster than believed: Research

KANIKA SOOD  |  TUESDAY, 1 MAY 2018
... We know this is an issue for many retirees who opt to take their super as an allocated pension and then draw down the minimum income," Gebler said. On May 8, when the Federal Government announces the annual budget, an update on the planned increase of ...

RECAP: Advice in the Royal Commission spotlight (Days 6- 9)

KANIKA SOOD  |  FRIDAY, 27 APR 2018
... policy, leaving him uninsured for three months, and finally charged him an exit fees of $16,000. He failed to meet the minimum standards in his audit, was referred to an advice committee chaired by Britt, and let go with the belief that he was new and ...

Dover roasted for 'Orwellian' protection policy

JAMIE WILLIAMSON  |  FRIDAY, 27 APR 2018
... policy, Dover outlines that all investments made as a result of advice from an authorised representative must be held for a minimum period of 10 years and that any complaints or claims about investments cannot be made until the end of that minimum period. ...