Search Results | Showing 771 - 780 of 6575 results for "Review" |
| | | ... when it is suitable for the unique objectives and circumstances of the individual," she said. In recent years, ASIC's review of SMSF advice uncovered inappropriate advice, adviser fraud and dishonesty to the detriment of trustees. Some cases have ... |
| | | | ... costs across the group. The company plans to further "optimise costs" in FY24. Iress also announced the completion of a review of its capital management strategy, focusing on sustainable earnings, debt and leverage reduction, reinvestment in research ... |
| | | | ... exceeding $3 million as well as contributing to the ongoing debate on the legislation emanating from the Quality of Advice Review," he said. Hay-Bartlem addressed delegates at the opening of the SMSF Association's National Conference in Brisbane ... |
| | | | ... instruments, but the sunsetting date for the 1995 Regulations was deferred to October 2024 to allow for a comprehensive review. An exposure draft of the Regulations was released for public consultation, and after considering feedback, the Regulations ... |
| | | | Reforms underway to expand financial advice will have positive ramifications for the SMSF and APRA-regulated sectors as it will ultimately uplift outcomes in the retirement phase for all Australians, industry experts say. The first day of the annual ... |
| | | | ... such, it called on government to swiftly consult and legislate the retirement and super components of the Quality of Advice Review reform package before the end of the year. It also wants the government to make it easier for members to switch into retirement ... |
| | | | ... custodial partnership with NAS. Parent company NAB decided to close its asset servicing business by 2025 following a strategic review and mandate losses. Citi Securities Services has some US$29.2 trillion in global assets under administration and cus ... |
| | | | ... without retail consumer protections. Accordingly, the research, undertaken by PwC and Data Analysis Australia, called for a review of wholesale investor "individual wealth test" thresholds - net assets of $2.5 million or gross income of $250,000 per ... |
| | | | ... operating officer. Prior, he spent seven years at Praemium as chief distribution officer before departing following a strategic review. Centric stated that Morris's extensive experience in the financial services industry and his ability to understand ... |
| | | | A duo who allegedly defrauded self-managed super funds (SMSF) have been charged by the Melbourne Magistrates Court with a string of criminal offences. The charges follow an ASIC investigation into the activities of Joseph Cullia and Zoran Markovic ... |
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