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Showing 791 - 800 of 1508 results for "Assessment"

ASIC watching SMSF advice closely

JAMIE WILLIAMSON  |  MONDAY, 20 FEB 2017
... letter of offer, 320 have been returned to applicants for containing insufficient information, 290 are currently under assessment and two have been refused. "I think that total number is not what people expected and I think it shows that people have ...

J.P. Morgan fund highly recommended

EMMA RAPAPORT  |  THURSDAY, 9 FEB 2017
... Research Enhanced Index Equity Fund has been rated 'highly recommended' by Lonsec for the second consecutive year. In its assessment, Lonsec acknowledged J.P. Morgan's years of experience and significant research in these types of investments, noting ...

RBNZ on steady

BENJAMIN ONG  |  THURSDAY, 9 FEB 2017
... the UK and Australia in keeping current monetary policy settings steady while at the same time offering a positive assessment and outlook for the months ahead. The RBNZ left the official cash rate unchanged at 1.75% at the conclusion of its 9 February ...

CBA to pay $23 million for poor advice

JAMIE WILLIAMSON  |  WEDNESDAY, 8 FEB 2017
... appropriate advice at the time," Gamertsfelder said. "Our priority now is to work with customers who are considering their assessment outcome, or their independent customer advocate, and respond to any queries or address any concerns they have as soon ...

Second Sydney airport lacking investment return

EMMA RAPAPORT  |  THURSDAY, 19 JAN 2017
... early years, leaving questions over which infrastructure investors will commit to the project. A Standard & Poor's assessment cited the $5 billion dollar price tag, and the lack of financial support from the Australian government, as reasons why the ...

BTIM executive leaves for boutique manager

EMMA RAPAPORT  |  TUESDAY, 17 JAN 2017
... said. Gonzalez will assume Rochussen's position of developing the international business, while BTIM undertakes an assessment of internal and external candidates for the role. "I am very proud of my achievements at JOHCM and BTIM and I feel that, to ...

CBA defends 'incorrect' personal advice claims

JAMIE WILLIAMSON  |  MONDAY, 16 JAN 2017
... received some unsuitable advice but was unrelated to his dispute regarding the bank teller. "Kataryna received his assessment outcome letter shortly before he passed away, which found that some of the personal advice he received from a financial planner ...

Advice firm creates aged care subsidiary

JAMIE WILLIAMSON  |  FRIDAY, 13 JAN 2017
... ones themselves," Cassar explained. The full service, as offered by Trusted Aged Care Services, comprises aged care assessment testing, a strategy paper, a Statement of Advice, assistance in finding suitable aged care facilities, negotiation of daily ...

Rejected TPD claims deemed fair

JAMIE WILLIAMSON  |  FRIDAY, 6 JAN 2017
... review were consistent with an earlier review undertaken by the consultancy firm in August 2016 which found BTFG's assessment of claims to be of a very high standard, demonstrating "a broad minded, objective and good faith approach." Houghton said BTFG ...

Hunter Hall ethical mantle in doubt as CIO resigns

ALEX BURKE  |  TUESDAY, 3 JAN 2017
... researcher said Hall's resignation was a "major concern" and that it was meeting with Hunter Hall to "make a fuller assessment of the implications." Hall's partial sale to WHSP is part of the latter's broader takeover bid. Hall indicated that he will ...