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Showing 1 - 10 of 11306 results for "May"

UniSuper has 'some work to get on with' on cyber front: Chair

JAMIE WILLIAMSON | FRIDAY, 6 DEC 2024

... UniSuper's leadership team has touched on how the fund is strengthening its operations following the extensive system outage in May this year. Speaking at the UniSuper Annual Members Meeting last night, chief executive Peter Chun thanked the $140 billion ...

Super framework, SMSFs conducive to financial abuse: Inquiry

KARREN VERGARA | FRIDAY, 6 DEC 2024

... committee said. A review into the COVID-19 early release of super scheme specifically focusing on the number of members who may have withdrawn savings under coercion was also flagged. This review should also look at the impact on retirement for victim-survivors ...

Permanent disablement claims for mental health explodes

ANDREW MCKEAN | THURSDAY, 5 DEC 2024

... nearly 60% more likely than women to be permanently disabled due to mental health conditions, a disparity the report suggests may be linked to behavioral differences, though the reasons "aren't fully understood." "Women may use mental health services ...

Commonwealth Bank names chief economist

ELIZA BAVIN | THURSDAY, 5 DEC 2024

... August. Halmarick spent 15 years at CBA, serving as chief economist and head of global economic and markets research since May 2020. "I want to extend my deep thanks to Stephen Halmarick for his many years of service and his wide-ranging contributions ...

2025 economic outlook 'threatening': AMP

ELIZA BAVIN | THURSDAY, 5 DEC 2024

... French budget and another potential election and a German election in the first half; and the Australian election is due by May although it's unlikely to lead to a radical change in economic policy but does run the risk of even more public spending. ...

More work to do on reportable situations compliance, ASIC says

JAMIE WILLIAMSON | WEDNESDAY, 4 DEC 2024

... incident or breach, or how to record and escalate one. "Some licensees did not appear to consider that a single complaint may give rise to an incident or a breach and become reportable. Some licensees only reviewed their complaints monthly, which does ...

Treasury gives Tranche 2 reform package preview

JAMIE WILLIAMSON | WEDNESDAY, 4 DEC 2024

... additional monitoring and supervision obligations to ensure these advisers are compliant with the regulations and, where they fail, may incur civil penalties. Abood welcomed this surprise inclusion, saying many FAAA members have expressed interest in ...

Cbus lacks stringent director, expenditure policies: Deloitte

JAMIE WILLIAMSON | WEDNESDAY, 4 DEC 2024

... period. There are also instances where the guidance provided allows directors to provide a rating based on experience that may not be relevant to the skill set being assessed," Deloitte said. "One example of this is the 'Industry Knowledge - Superannuation ...

Trustees, advisers have 'insufficient focus' on performance

ELIZA BAVIN | WEDNESDAY, 4 DEC 2024

... return objectives and clearly defined parameters for identifying underperformance or circumstances where closer monitoring may be required," he said. "Where options are not performing as anticipated, they must decide how best to act, considering the ...

Half of advice, super complaints result in no remedy

ELIZA BAVIN | WEDNESDAY, 4 DEC 2024

... positive complaints management culture, including a focus on gathering accurate data. "The gaps we've identified suggest there may be inconsistent IDR reporting practices across the industry," Kirkland said. "While there may be reasonable explanations ...

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Funds SA appoints chief investment officer

ANDREW MCKEAN

Funds SA has appointed a new chief investment officer, who will join from Hostplus, to commence in February 2025.

Australian Retirement Trust appoints new chief risk officer

ANDREW MCKEAN

Australian Retirement Trust (ART) has appointed a new chief risk officer that's set to start in March 2025.

UniSuper has 'some work to get on with' on cyber front: Chair

JAMIE WILLIAMSON

UniSuper's leadership team has touched on how the fund is strengthening its operations following the extensive system outage in May this year.

Super framework, SMSFs conducive to financial abuse: Inquiry

KARREN VERGARA

Lax superannuation laws make it too easy for perpetrators of domestic violence to access victims' retirement savings, while the current framework for self-managed super funds (SMSFs) enables financial abuse to flourish, a parliamentary inquiry found.

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Jenny Taing

Principal Solicitor

KHQ Lawyers

'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

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Robert Talevski

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Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

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Nathan Robertson

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Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

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Robert De Dominicis

Chief Executive Officer

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Mistaking financial literacy for retirement literacy

Many are unclear about how to transition from working life to retirement, particularly regarding their retirement savings and the options available to ...

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DEC

Advisers Big Day Out - Adelaide

Featured Profile

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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