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Showing 81 - 90 of 1473 results for "Recommended"

Court dismisses CBA, CFS conflicted remuneration case

JAMIE WILLIAMSON  |  THURSDAY, 29 SEP 2022
... concerned that the arrangements between Colonial and CBA had the potential to influence the choice of financial product recommended to retail clients or the advice given to retail clients. ASIC will carefully consider the judgment," ASIC deputy chair ...

GQG Partners rolls out dividend income fund

CHLOE WALKER  |  THURSDAY, 29 SEP 2022
... has a specific focus on long term capital appreciation and dividend income. The minimum investment is $25,000 for a recommended five years. Commenting on the fund launch, GQG Partners chair and chief investment officer Rajiv Jain said the firm's approach ...

FPA calls for sunset on experience pathway

JAMIE WILLIAMSON  |  WEDNESDAY, 28 SEP 2022
... and overlapping regulatory obligations with little benefit for the end consumer," the association said. The FPA has recommended a 10-year sunset period be included in the experience pathway, in addition to 10 years of relevant experience between 2004 ...

Still work to do on QAR: Levy

CASSANDRA BALDINI  |  FRIDAY, 23 SEP 2022
... and I think disappointing because it was such a quick response without thinking through the consequences of what I recommended or thinking of the alternatives," she said. She believes the view from Choice and other consumer bodies is that no advice is ...

The time for change is now: Jones

CASSANDRA BALDINI  |  WEDNESDAY, 21 SEP 2022
... for change. "I suspect that won't be the answer so let's look at what comes back and the complexity that is recommended," he said. He added that if the changes are simple and won't incur a significant legislative burden, they could be looked ...

SMSFA calls for budget amendments

CASSANDRA BALDINI  |  WEDNESDAY, 7 SEP 2022
... given the necessary powers to apply such amounts to the relevant year of income," it said. Lastly the association recommended providing practical regulatory and compliance relief for minor breaches of the non-geared unit trust rules. "Currently remediation ...

ASIC tells super trustees to improve TMDs

ANDREW MCKEAN  |  MONDAY, 29 AUG 2022
... consumer classes that were too broad to be meaningful such as 'those wishing to save for retirement.' ASIC recommended that trustees clearly define intended target markets against the product and its key attributes. Also, when describing classes ...

ASIC capability review released

CASSANDRA BALDINI  |  FRIDAY, 26 AUG 2022
... stronger focus across the organisation on enhancing the quality of its engagement with stakeholders. It's also recommended ASIC enhance its ability to measure its own effectiveness and capability and communicate the outcomes of such assessment transparently ...

Perpetual to acquire Pendal

JAMIE WILLIAMSON  |  THURSDAY, 25 AUG 2022
... executive committee will be named in due course, all of whom would report to Adams. Pendal's board has unanimously recommended its shareholders vote in favour of the scheme in the absence of a superior bid. "Pendal's board is pleased with the ...

Remediation bills revealed amid call for levy freeze extension

JAMIE WILLIAMSON  |  WEDNESDAY, 24 AUG 2022
... that any year-on-year increases better reflect the capacity of the financial planning profession." The FPA has also recommended the creation and application of retrospective regulations to cordon off and charge the six large licensees at the time - being ...