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Showing 1 - 5 of 5 results for "July 17 deadline"

Challenger launches advice tool as reforms loom

JAMIE WILLIAMSON  |  THURSDAY, 20 APR 2017
As the 1 July deadline looms, an initiative from Challenger will make it easier for financial advisers to service clients and manage their retirement income needs. As superannuation reform, including the introduction of Comprehensive Income Products ...

Political debate defers FOFA clarity

CLAIRE MCGREAL  |  THURSDAY, 17 NOV 2011
... There is a delicate balance between doing this quickly and doing it properly." And with the clock ticking to the July deadline, the FPA said changing the date mightn't be a bad thing. "If that means that the start date should change, the FPA will encourage ...

AXA pushes for fee-for-service July deadline

MICHAEL HOBBS  |  THURSDAY, 6 MAY 2010
AXA is working with its financial planners to ensure they are compliant with its fee-for-service structure by July this year. Simon Wallace, general manager of advice and licensing at AXA, said the firm had been working with its financial planners for ...

Fund managers on tax alert

MICHAEL HOBBS  |  FRIDAY, 12 FEB 2010
... enhanced its investment management administration platform, HiPortfolio, to ensure it complies with TOFA come the July deadline. The platform provides tax reporting and transaction engine services to clients to ensure they comply with TOFA.

GESB mutual on hold

RUTH LIEW  |  WEDNESDAY, 2 JUL 2008
... transition] is quite a substantial piece of work both in an investment and management context. We expected to meet the 1 July deadline... the outstanding matters were a few items of a financial and legal nature that needed finalisation between GESB and ...
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