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Showing 1 - 10 of 167 results for "Fee disclosure"

FEATURE | Agriculture: Golden soil

KARREN VERGARA | FRIDAY, 28 NOV 2025

... investments are more expensive on paper. Conversely, in listed property such costs are rolled into the overall fee disclosure. Any reforms ASIC rolls out will also impact agricultural investments as evidently, super funds have expressed their desires ...

ASIC bans another former Lighthouse Partners director

ANGELIQUE MINAS | THURSDAY, 9 OCT 2025

... review the ongoing service to clients, Archibald was warned this action was insufficient and so proceeded to issue fee disclosure statements which indicated FFNS conduct had occurred. The 10-year ban prevents Archibald from providing any financial services ...

ASIC to review RG97 to boost property supply

JAMIE WILLIAMSON | WEDNESDAY, 13 AUG 2025

... stamp duty costs must be disclosed as a transaction cost, while for listed property it is rolled into the overall fee disclosure. As a result, investments can appear more expensive on paper, which discourages funds from investing more in property despite ...

Account number issue causes angst, undue admin work: FAAA

KARREN VERGARA | WEDNESDAY, 13 AUG 2025

... breach report, FAAA general manager of policy, advocacy and standards Phil Anderson said. Under DBFO Tranche 1, the Fee Disclosure Statement obligation was removed, and multiple consent form obligations were combined. This included the need to comply ...

Australian investment in venture capital lags: SMC

ELIZA BAVIN | FRIDAY, 1 AUG 2025

Super Members Council (SMC) has said with the right policy settings, Australia's $4.2 trillion superannuation system could jump-start productivity and generate stronger investment returns for members by better connecting capital with scientific minds ...

Platforms placate fee consent ordeal: SuitabilityHub

KARREN VERGARA | MONDAY, 17 FEB 2025

... general manager of policy, advocacy and standards Phil Anderson recently told Financial Standard that getting rid of fee disclosure statements (FDSs) was perhaps the biggest achievement of the Delivering Better Financial Outcomes Tranche 1 reforms - ...

Advice reforms draft laws consultation opens

KARREN VERGARA | WEDNESDAY, 12 JUN 2024

... have until July 8 to have their say. The draft bill proposes to remove the requirements for advisers to provide Fee Disclosure Statements as part of an ongoing fee arrangement, update record keeping obligations for new consent requirements, and remove ...

GST rebate changes worsens cost of advice: SMSFA

KARREN VERGARA | TUESDAY, 11 JUN 2024

... long-term retirement savings, Scotchbrook added. The SMSFA warns of other costs associated with changing systems and fee disclosure documentations. "To preserve the status quo and to support the advice industry, which in recent times has been crippled ...

The risks and opportunities in advice: SIAA

KARREN VERGARA | TUESDAY, 30 APR 2024

... includes streamlining ongoing fee renewal and consent requirements, including removing the requirement to provide a fee disclosure statement. Gregory oversees a team of 165 advice professionals nationally and has plans to recruit more members. "We are ...

Tranche one of advice reforms hits parliament

KARREN VERGARA | WEDNESDAY, 27 MAR 2024

... reforms will streamline ongoing fee renewal and consent requirements, including removing the requirement to provide a fee disclosure statement. This was under Recommendation 8 from the QAR. Under Recommendation 10, personal advice providers should have ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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