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Showing 931 - 940 of 3997 results for "Personal"

Melinda Howes bids farewell to BT

JAMIE WILLIAMSON  |  TUESDAY, 14 DEC 2021
... of superannuation at BT, having spent the better part of two decades with the company. Howes departed BT last week for personal reasons, the company confirmed. It is understood Howes has been on carer's leave in recent months. She has led the superannuation ...

CFS launches low cost geared index options

CHLOE WALKER  |  TUESDAY, 14 DEC 2021
... may not be suitable for all investors. We always recommend investors seek professional financial advice on their own personal circumstances."

Financial Advice Hub goes live

KARREN VERGARA  |  WEDNESDAY, 8 DEC 2021
... wrapped up consultations in early 2021. The hub is part of other initiatives ASIC hopes will improve access to affordable personal advice. It recently launched more guidance on Records of Aadvice and Statements of Advice. ASIC is due to release an advice ...

Magellan chief executive resigns

ELIZABETH MCARTHUR  |  TUESDAY, 7 DEC 2021
The chief executive of Magellan, Brett Cairns, has resigned for personal reasons. The fund manager's chief financial officer Kristen Morton is stepping in as interim chief executive. Morton has been chief financial officer at Magellan for more than ...

Proposed reforms could simplify advice

KARREN VERGARA  |  FRIDAY, 3 DEC 2021
... and difficulties administering complex legislation. For the financial advice industry, the ALRC wants to "decouple" 'personal advice' from the definition of 'financial service' and eliminate the term 'financial product advice'. In one proposal the ALRC ...

ASIC sets out limited advice expectations

KARREN VERGARA  |  THURSDAY, 2 DEC 2021
... Advisers' best interests duty and related obligations apply when giving limited advice. "The same rules apply to all personal advice, regardless of whether the advice is limited or comprehensive in scope," ASIC said. INFO 267 and the sample SOA summarises ...

AustralianSuper, Club Plus complete merger

JAMIE WILLIAMSON  |  THURSDAY, 2 DEC 2021
... first; we want to achieve the best possible outcomes for members, that is the priority." Also celebrating the merger in a personal LinkedIn post, Strano said: "I am very grateful for everyone who has served Club Plus Super, the support from our industry ...

Courtenay House director faces court for alleged fraud offences

CHLOE WALKER  |  WEDNESDAY, 1 DEC 2021
ASIC brings criminal charges against former Courtenay House director and contractor for an alleged $196 million Ponzi scheme. Tony Iervasi and Athan Papoulias have today appeared in the Downing Centre Local Court charged with criminal offences for their ...

Industry fund chief steps down, successor named

JAMIE WILLIAMSON  |  TUESDAY, 30 NOV 2021
The longstanding chief executive of $26 billion industry superannuation fund Spirit Super will step down in the new year, with a QSuper executive to take up the role. Spirit Super's Leeanne Turner will step down as chief executive in early 2022 ...

ASIC files numerous cases against Westpac

JAMIE WILLIAMSON  |  TUESDAY, 30 NOV 2021
... customer at all, at other times the amount disclosed was less than the amount charged," ASIC said. In 2019 Westpac exited personal financial advice, closing its licensees and selling a proportion of its advisers to Viridian Advisory. In the general insurance ...