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Search ResultsShowing 1 - 10 of 100+ results for "Advice"
Synchron hires from MLC Life
ELIZA BAVIN  |  FRIDAY, 30 OCT 2020
... her to the Synchron team. "Sarah has extensive industry experience and an excellent understanding of insurance, financial advice and practice development," Trapnell said. "She is also a 2017 NextGen graduate and a highly-valued member of the Synchron ...
Public servants caught in SG bungle
KARREN VERGARA  |  THURSDAY, 29 OCT 2020
... misinterpreting tax legislation and coding errors. The issues came to light after the Australian Taxation Office published advice relating to the application of superannuation guarantee (SG) to recreation leave loading, which then prompted the Department ...
IOOF appoints executive, continues growth push
ELIZA BAVIN  |  THURSDAY, 29 OCT 2020
IOOF has announced the creation of a new executive role as it reports funds under management, advice and administration grew by $529 million in Q1 2021. IOOF chief executive Renato Mota has announced the appointment of a chief transformation officer ...
ASIC's Chester spills Crennan truth
ANNABELLE DICKSON  |  WEDNESDAY, 28 OCT 2020
... his resignation . Former deputy chair Crennan said in his statement that in September 2020 he was first told of external advice about the Australian National Audit Office's (ANAO) position concerning the rental allowance being paid to him, despite ...
NZ looks to recognise qualified Aussie advisers
KARREN VERGARA  |  WEDNESDAY, 28 OCT 2020
... Australian advisers who demonstrate competence, knowledge and skills according to its Code of Professional Conduct for Financial Advice Services. Some Australian qualifications are equivalent to, or exceed, the standards of competence, knowledge and ...
HUB24 to acquire Xplore, offloads Paragem
ELIZA BAVIN  |  WEDNESDAY, 28 OCT 2020
... announced a series of significant transactions, including plans to acquire Xplore Wealth and the sale of its financial advice business. Paying $60 million for Xplore, the platform provider said the proposed acquisition through a scheme of arrangement ...
Aware Super in-houses fund administration
KANIKA SOOD  |  TUESDAY, 27 OCT 2020
... savings to members through lower fees," the fund said. Aware will use them for superannuation, income stream, unit trust and advice offerings. Bravura will also provide a dedicated Sonata Alta support team. Bravura Solutions chief executive officer Tony ...
360 Capital moves to acquire Evans Dixon
KARREN VERGARA  |  TUESDAY, 27 OCT 2020
... and Superannuation Services engaged in 126 breaches of best interests obligations relating to personal financial product advice it provided retail investors to invest in the troubled US Masters Residential Property Fund (URF). Evans Dixon is facing a ...
Boutique builds out executive team
KARREN VERGARA  |  TUESDAY, 27 OCT 2020
... Treasury, Treasury Corporation of Victoria and ING Investment Management. Azzopardi, JBWere's former general manager of advice, left the firm in March to help launch Sayers. His experience includes serving as national head of markets at UBS Australia ...
Super SA hires former Elders manager
ELIZABETH MCARTHUR  |  MONDAY, 26 OCT 2020
Government fund Super SA has appointed a former Elders regional manager to head up its financial advice offering. Allan Ward has been appointed as senior manager financial advice at the fund. He was previously the regional manager for Elders Financial ...
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