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Showing 1 - 10 of 44 results for "Michelle Levy"

Coalition urges super funds to push for QAR reforms

ELIZA BAVIN | THURSDAY, 21 NOV 2024

The shadow minister for financial services Luke Howarth has called on attendees to the ASFA conference to put pressure on the Albanese government to legislate reforms from the Quality of Advice Review (QAR). "Sadly, the Labor government has been slow ...

Liberal MP calls for SoA replacement

KARREN VERGARA | TUESDAY, 5 NOV 2024

Liberal MP Bert van Manen is calling for the Record of Advice (RoA) to replace the Statement of Advice (SoA) and has introduced the proposed changes in a bill to parliament. Federal member for Forde, Bert van Manen, yesterday introduced the Corporations ...

Too much being asked of super trustees: Levy

ELIZA BAVIN | FRIDAY, 30 AUG 2024

Speaking in a personal capacity at the Senate Economics Committee, Michelle Levy said it is too much to expect superannuation trustees to fix Australia's housing problem. Levy said she is sympathetic to the housing crisis, noting that she agrees owning ...

New shadow assistant treasurer's vision for advice, super

ANDREW MCKEAN | WEDNESDAY, 31 JUL 2024

Shadow Assistant Treasurer Luke Howarth has reaffirmed the opposition unreservedly supports Michelle Levy's Quality of Advice Review (QAR) recommendations and wouldn't go back to the drawing board, at an event hosted by the Financial Services ...

Super account advice fees a sticking point for advice bill: Senate inquiry

KARREN VERGARA | FRIDAY, 21 JUN 2024

The government committee tracking the implementation of the Delivering Better Financial Outcomes (DBFO) reforms emphasised in its final report it wants "greater legal clarity" to how advice fees are deducted from superannuation fund accounts. The Senate ...

Treasury to scrap advice admin burdens, boosts intra-fund advice

KARREN VERGARA | TUESDAY, 13 JUN 2023

The federal government will scrap a load of administrative burdens and give superannuation funds a larger role in making financial advice more affordable as it announces which out of the 22 Quality of Advice Review recommendations will become a reality ...

Abolishing FDSs a major win: Panel

KARREN VERGARA | TUESDAY, 16 MAY 2023

... there's a strong reason for why we should be wanting to get rid of FDSs," he said. Quality of Advice Review chair Michelle Levy recommended the elimination of FDSs in her February report. Instead, she wrote, advisers should provide a single annual ...

Adopt QAR recommendations now: Levy

CASSANDRA BALDINI | TUESDAY, 2 MAY 2023

Quality of Advice Review chair Michelle Levy says the government is stalling the implementation of the recommendations set out in her final report. The 267-page report, initially released to government in December, included 13 primary recommendations ...

Digital advice association in the works

CASSANDRA BALDINI | TUESDAY, 11 APR 2023

... association. He explained the new association is focused on key initiatives and invested a lot of time with QAR chair Michelle Levy to help her better understand the role and definition of digital advice. And there are three key goals of the association ...

QAR does not "trash" FoFA: Anderson

CASSANDRA BALDINI | TUESDAY, 7 MAR 2023

... prioritised. The original QAR proposal suggested removing the legislated BID however after much industry feedback Michelle Levy amended her final report to recommend a Statutory Best Interests Duty. "We now have nearly 10 years of experience with the ...

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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

Chief Executive Officer

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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

GBST

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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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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