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Showing 771 - 780 of 2047 results for "CRA"

Morningstar partners to drive adviser ESG education

JAMIE WILLIAMSON  |  THURSDAY, 20 JUL 2017
Morningstar is working with a global financial services industry body to better prepare financial advisers for incorporating sustainable investing into advice practices. Collaborating with the US-based Money Management Institute, the program focuses ...

CFS reaches out to advisers via FirstTech app

EMMA RAPAPORT  |  FRIDAY, 14 JUL 2017
Colonial First State will introduce new digital enhancements to its FirstTech app, providing access to the latest information on superannuation, tax, social security and aged care. The app will be made available free to all advisers using CFS platforms ...

Government cracks down on salary sacrifice loophole

EMMA RAPAPORT  |  FRIDAY, 14 JUL 2017
The Federal Government will take action to close a loophole that allowed employers to short-change employees who chose to make salary sacrifice contributions to their superannuation accounts. The move follows the release of a Superannuation Guarantee ...

Xero seeks global growth, director steps down

EMMA RAPAPORT  |  WEDNESDAY, 12 JUL 2017
New Zealand-based accounting software company Xero has reaffirmed its commitment to machine learning and artificial intelligence to reduce compliance costs and arm accountants and financial advisers "with the tools required to support the world's small ...

Adviser models replacing product focus with customers

KARREN VERGARA  |  TUESDAY, 11 JUL 2017
Financial advice models are proliferating and changing rapidly in the age of technology and big data, prompting advisers to put customers at the heart of business models, according to actuarial and risk management service provider Milliman. Advisers ...

Brexit endangers EU asset manager passport

KARREN VERGARA  |  MONDAY, 10 JUL 2017
Australian financial services companies relying on regional headquarters in London to access the European Union - essentially 28 countries - hangs in the balance once Brexit is finalised. Statistics from the Financial Conduct Authority show about 5500 ...

HUB24 hiring to support record growth

ALEX BURKE  |  WEDNESDAY, 5 JUL 2017
HUB24 has entered a recruitment drive to support record inflows and 115 new financial advisers flocking to the platform over the past quarter. Following on from the appointment of former BT Financial Group head of SMSF Craig Lawrenson as HUB24's new ...

Industry super fund appoints new chair

KARREN VERGARA  |  TUESDAY, 4 JUL 2017
A $10 billion industry superannuation fund named its first female chair this week. Sydney-based Local Government Super confirmed Woollahra councillor Katherine O'Regan now holds the top board position. O'Regan has been an LGS trustee and director since ...

Looming super reforms benefit millions

JAMIE WILLIAMSON  |  FRIDAY, 23 JUN 2017
More than four million Australians will benefit from the superannuation reforms taking effect on 1 July, particularly women. The revived Low Income Superannuation Contribution, now labelled the Low Income Superannuation Tax Offset (LISTO), will be received ...

HUB24 lures BTFG executive

KARREN VERGARA  |  FRIDAY, 23 JUN 2017
Listed wealth management platform HUB24 appointed Craig Lawrenson as its chief operations officer. Lawrenson will start his new role in mid-August after serving more than 20 years at Westpac subsidiaries BT Financial Group and Asgard. He most recently ...