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Showing 1 - 10 of 100+ results for "July"

APRA appoints investment risk lead from TCorp

KARREN VERGARA  |  FRIDAY, 22 OCT 2021
... Investments across investment analytics, research, and consulting. Separately, Margaret Cole took on the role of APRA member from July 1 for a five-year term. Treasurer Josh Frydenberg appointed Cole because of her experience in regulatory and legal ...

Family offices back Regal resources fund

ELIZABETH MCARTHUR  |  FRIDAY, 22 OCT 2021
... family office clients, high-net-worth investors and Regal staff and is closed for additional applications until at least July next year. Since 2018, Regal has also managed an internal, high conviction, long/short strategy solely dedicated to the resources ...

Former Dover adviser banned

ANNABELLE DICKSON  |  THURSDAY, 21 OCT 2021
... switching advice. The conduct occurred while Sherwal was an authorised representative of Wealth & Risk Management from 22 July 2015 to 4 May 2016 and Dover Financial Advisers from March 6 to 23 October 2017. ASIC found that Sherwal misunderstood the ...

Advisers query super changes

ANNABELLE DICKSON  |  TUESDAY, 19 OCT 2021
... concessional contribution charge (ECCC). The ECCC no longer applies meaning that individuals who made contributions on or after July 1 which exceed their concessional contributions cap, will not have to pay it.

AustralianSuper acquires Qantas site

KARREN VERGARA  |  FRIDAY, 15 OCT 2021
... The super fund's other partnerships with LOGOS include the acquisition of a 40% stake in Moorebank Logistics Park in July and the development of Wiri Logistics Estate in New Zealand in 2019. Towning said the growing relationship with LOGOS in Australia ...

CFS adopts advice consent solution

KARREN VERGARA  |  THURSDAY, 14 OCT 2021
... record-keeping becomes easier for advisers and their clients," he said. The annual renewal obligation came into effect on July 1, as recommended by the Hayne Royal Commission. A client who does not renew an ongoing fee arrangement with their adviser ...

ASIC calls for stronger whistleblowing policies

ANNABELLE DICKSON  |  THURSDAY, 14 OCT 2021
... obligation to have a whistleblower policy that reflects the strengthened whistleblower protection regime that started on 1 July 2019. "We call on chief executives and RSE trustees to discuss this letter within your organisation and to think about the ...

CBA to detect abusive banking behaviour

ANNABELLE DICKSON  |  MONDAY, 11 OCT 2021
... protection across our channels," CBA general manager community and customer vulnerability Justin Tsuei said. From May 1 to July 31, CBA said it blocked over 100,000 transactions with offensive language in the transaction descriptions through its automatic ...

Industry fund appoints chief investment officer

JAMIE WILLIAMSON  |  TUESDAY, 5 OCT 2021
... (then Treasury Group) and oversaw Mercer's superannuation and multi-manager funds for about two years between June 2011 and July 2013. In total, he spent nine years at Mercer, having joined in 2004 from Frontier Advisors where he was head of manager ...

AIOFP petitions to delay DDO, annual renewal

KARREN VERGARA  |  FRIDAY, 1 OCT 2021
... an online petition. The AIOFP is seeking to delay the Design and Distribution Obligations and consent form rules until 1 July 2022 under the petition entitled Reducing the cost of financial advice for consumers. "The original objective of the parliamentary ...
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