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Showing 971 - 980 of 4032 results for "Personal"

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 ...

Forum: Do managed accounts measure up?

MICHELLE BALTAZAR  |  MONDAY, 22 NOV 2021
... will be held at the Fullerton Hotel (formerly The Westin) in Sydney later this week (November 25) from 8.45am to 2pm. A personal copy of FS Managed Accounts - The Journal for Managed Account Professionals featuring CPD-accredited whitepapers will be ...

ASIC reviews super calculators

KARREN VERGARA  |  FRIDAY, 19 NOV 2021
... industry and is also inviting consumer groups and actuaries for their input. ASIC wants to provide "longstanding relief from personal financial advice requirements" for those who provide superannuation calculators and for super trustees who provide retirement ...

Citi Foundation awards over $1m to community partners

CHLOE WALKER  |  THURSDAY, 18 NOV 2021
Citi Foundation has awarded grants of over $1 million to community partners in Australia to support youth employment programs over the next 12 months. The awarding of grants is part of Citi Foundation's global Pathways to Progress program, which ...

AMP in enforceable undertaking

JAMIE WILLIAMSON  |  TUESDAY, 16 NOV 2021
... trustees AMP Superannuation Limited and N.M. Superannuation Proprietary Limited and funds Super Directions and Wealth Personal Superannuation and Pension Fund. The CEU is in addition to the extra licence conditions APRA imposed on AMP Super in June 2019 ...

Vanguard launches automated investing solution

KARREN VERGARA  |  MONDAY, 15 NOV 2021
Vanguard's Personal Investor platform has launched a feature that automatically invests clients' money into managed funds. Auto Invest regularly debits accounts starting from $200 either fortnightly, monthly, or quarterly, and invests the funds ...