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Showing 911 - 920 of 2380 results for "Rule"

Queensland advice practice goes international

JAMIE WILLIAMSON  |  TUESDAY, 6 MAR 2018
A Queensland-based financial advice business is expanding its operations to the United Arab Emirates. Atlas Wealth Management, a provider of long-distance specialty advice to Australian expats, has established a new outpost in Abu Dhabi. Appointing ...

Senior RBA figure joins life insurer

JAMIE WILLIAMSON  |  THURSDAY, 1 MAR 2018
The chief information officer at the Reserve Bank of Australia will join MLC Life in a newly created executive role. Sarv Girn will join MLC Life's leadership team in the new position of chief innovation and transformation officer. Girn will lead the ...

Conflicted SMSF auditor disqualified

JAMIE WILLIAMSON  |  WEDNESDAY, 28 FEB 2018
A self-managed superannuation fund auditor found to be in breach of basic independence rules was disqualified by ASIC. Robert Mark Taylor was disqualified for breaching auditor independence requirements outlined in APES 110 Code of Ethics for Professional ...

ATO to advance early release of super: O'Dwyer

KARREN VERGARA  |  THURSDAY, 22 FEB 2018
Draft legislation that allows the ATO to facilitate the early release of superannuation is open for consultation. Treasury has released the exposure draft overnight that aims to expedite the early release of super funds and "improve the integrity of ...

WAM calls to remove Aurora as RE of listed trust

ALEX BURKE  |  TUESDAY, 20 FEB 2018
Wilson Asset Management submitted a request for an extraordinary general meeting to remove Aurora Funds Management as the responsible entity of an ASX-listed trust. Before calling for the meeting, WAM also lodged a redemption request for all of the ...

FASEA accelerates degree equivalency agenda

JAMIE WILLIAMSON  |  THURSDAY, 15 FEB 2018
FASEA chief executive Deen Sanders told the SMSF Association's 2018 National Conference that as part of the new financial adviser education regime a proposed framework for degree equivalence will be released in coming weeks. "Having heard the anxiety ...

LIF reforms to drive specialised advice industry

ALEX BURKE  |  WEDNESDAY, 14 FEB 2018
The advice industry post-Life Insurance Framework reforms is "bright and full of potiential" for those businesses that adopt a more specialised approach, according to Bombora Advice managing director Wayne Handley. Handley said the LIF reforms are compelling ...

Spring FG wealth GM departs in management restructure

ALEX BURKE  |  TUESDAY, 6 FEB 2018
The group general manager of Spring Financial Group's wealth operations will depart, along with the group's chief financial officer, following a management restructure. In Spring's half-year results announcement, which revealed an expected operating ...

CBA embroiled in rate-rigging allegations

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2018
The Commonwealth Bank is disputing allegations made by ASIC that it rigged the bank bill swap reference rate (BBSW) and engaged in unconscionable conduct. ASIC initiated civil penalty proceedings yesterday, alleging CBA traded a large number of its ...

Traditional advice strategies pose retirement risk

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2018
HLB Mann Judd wealth management partner Jonathan Philpot said advisers should review wealth building strategies as the common tactic of investing savings in the name of the lower income-earning spouse once a mortgage has been paid off. This can have ...