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Showing 781 - 790 of 1508 results for "Assessment"

FPA pushes tax deductible incentives

KARREN VERGARA  |  TUESDAY, 28 MAR 2017
... for the preparation of an initial financial plan are not tax deductible, according to section 8.1 of the Income Tax Assessment Act 1997, which "acts as a disincentive for people to take the first step towards organising their finances on a strategic ...

Super trustees need better vigilance: APRA

EMMA RAPAPORT  |  MONDAY, 27 MAR 2017
... "That includes an ongoing focus on ensuring that all expenditure has a clear purpose or objective, with appropriate assessment and monitoring of whether or not that expenditure has achieved the intended objectives and appropriate outcomes for members." ...

Obamacare one, Trump nil

BENJAMIN ONG  |  MONDAY, 27 MAR 2017
"I think this is something - it certainly was an interesting period of time. We all learned a lot. We learned a lot about loyalty. We learned a lot about the vote-getting process. We learned a lot about some very arcane rules in, obviously, both the ...

CommInsure cleared of medical misconduct

ALEX BURKE  |  THURSDAY, 23 MAR 2017
ASIC's investigation into CommInsure found no evidence of claims managers applying pressure on medical staff to change assessments, although the regulator said claims handling fell short of community expectations. CommInsure employees have been accused ...

PIMCO unitholders approve $10bn RE transaction

ALEX BURKE  |  MONDAY, 20 MAR 2017
... company's $2 trillion global footprint. "We do this everywhere else around the world. So when we reviewed it and did our assessment, it was really compelling that we should internalise RE and have a closer relationship with our clients at every level," ...

Westpac faces lending practices breach: ASIC

KARREN VERGARA  |  THURSDAY, 2 MAR 2017
... actual expenses declared by borrowers in assessing their ability to repay the loan, and approved loans where a proper assessment of a borrower's ability to repay the loan would have shown a monthly deficit. For interest-only period home loans, the bank ...

YBR partnership drives wealth renewal

JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2017
... last three years and; and they must have kept up CPD points for the past three years or complete a Kaplan KUDO skills assessment. In line with this, the wealth team has been strengthened by appointments across investment services, life insurance and ...

CommInsure cleared of systemic problems

JAMIE WILLIAMSON  |  WEDNESDAY, 1 MAR 2017
... including further staff training, completion of CMLA reviews; documenting conclusions on medical information used in the assessment process; enhancement to customer correspondence; assessment of eligibility to claim under a policy; and enhancements to ...

Awareness of sustainable investing grows

JAMIE WILLIAMSON  |  FRIDAY, 24 FEB 2017
... combining an overall 'sustainability score' as well as individual scores for the three ESG factors and a controversies assessment ranking. The scores are out of 100 with a higher score representing a better estimation for company performance in relation ...

Regnan CEO steps down

DARREN SNYDER  |  THURSDAY, 23 FEB 2017
... holistic risk management." A recruitment process to appoint a new chief executive has commenced, including a thorough assessment of internal and external candidates. Regnan investigates and addresses environmental, social and corporate governance related ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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