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Showing 861 - 870 of 2100 results for "MAX"

ASIC chases licensee over conflicted remuneration

HARRISON WORLEY  |  THURSDAY, 13 JUN 2019
In a signal of ASIC's intent, the first case concerning alleged breaches of conflicted remuneration provisions is underway in the Federal Court. The corporate regulator is seeking to declare The SMSF Club and its licensee RM Capital contravened the ...

Former Futuro adviser charged with theft

ELIZABETH MCARTHUR  |  TUESDAY, 11 JUN 2019
A former Futuro adviser is facing up to 15 years behind bars following allegations he stole $179,600 from a deceased estate of which he was executor. Robert Pryor Smith appeared in the Adelaide Magistrate's Court charged with 27 dishonesty offences ...

Navigating the new Pensioners Loan Scheme

KANIKA SOOD  |  THURSDAY, 6 JUN 2019
Age pensioners may be able to borrow up to $54,000 against their family home from July 1 but retirees must weigh individual circumstances before applying for the revamped Pensioners Loan Scheme, says AMP. The scope of the Pensioners Loan Scheme, which ...

New tax-effective Aussie shares fund

KANIKA SOOD  |  THURSDAY, 30 MAY 2019
... actively calculates the capital gains tax it may accrue at divestment in making its trading decisions. Senior portfolio manager Max Cappetta, who has a masters with an actuarial maths major and research director Anthony Corr, who has a PhD in finance ...

Wealth firm backs new Perennial fund

KANIKA SOOD  |  THURSDAY, 30 MAY 2019
... management fee plus a performance fee above a 6.5% net p.a. hurdle. Perennial is raising a minimum of $50 million to $100 million max for a late July close. Perennial Value's head of smaller companies and microcaps Andrew Smith, co-portfolio manager ...

Mercer hires investment strategy lead

KARREN VERGARA  |  WEDNESDAY, 29 MAY 2019
Mercer has appointed a former Suncorp executive to the newly created position of head of investment strategy. Gwion Moore joins the portfolio management senior leadership team, responsible for leading asset allocation decision making for the Mercer ...

ASIC bans adviser over super theft

ELIZABETH MCARTHUR  |  THURSDAY, 23 MAY 2019
ASIC has banned a financial adviser who stole clients' superannuation savings. Daniel McSweeny was banned from managing companies for five years after ASIC determined he disregarded his duties as a director. Last year he was charged with 20 dishonesty ...

Industry responds to election outcome

ELIZABETH MCARTHUR  |  MONDAY, 20 MAY 2019
The financial services industry has welcomed the surprise Coalition victory, viewing the result as business as usual. In a shock result to many, the Coalition defeated Bill Shorten's Labor Party in the Federal election over the weekend. In response ...

Labor proposal targets low income earners: Association

ELIZABETH MCARTHUR  |  WEDNESDAY, 15 MAY 2019
The Alliance for a Fairer Retirement System is arguing Labor's refundable franking credits proposal does not target the wealthy but impacts low income earners instead. Deborah Ralston, spokesperson for the Alliance and chair of the SMSF Association ...

MAX Awards 2019: Get voting

JAMIE WILLIAMSON  |  THURSDAY, 9 MAY 2019
The finalists for the 2019 Financial Standard MAX Awards have been named and voting is now open. Voting is now open for the annual MAX (Marketing, Advertising and Sales Excellence) Awards, recognising individuals, teams and organisations in the financial ...