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Showing 1 - 10 of 43 results for "PDF"

UniSuper faces fresh greenwashing allegation

JAMIE WILLIAMSON  |  MONDAY, 23 FEB 2026
... members were adequately informed; the fund sent an email saying it had made changes but required members to click through to a PDF of a notice to read what the changes were in detail and there was no simple summary provided. In response, UniSuper said ...

ASIC allows more forms to be lodged via email

STAFF WRITER  |  THURSDAY, 4 DEC 2025
... - can also now be lodged by email under certain circumstances. Electronic signatures will also now be accepted on approved PDF forms, ASIC said.

PIMCO expands active ETF offering with EARN

RIDDHIMA TALWANI  |  WEDNESDAY, 15 OCT 2025
PIMCO has launched the PIMCO Short Term Active Yield Active ETF (EARN), offering an alternative to traditional cash and term deposits by combining capital preservation and liquidity in a short-duration, actively managed strategy. EARN will invest in ...

PC recommends switch to digital financial reporting

ELIZA BAVIN  |  WEDNESDAY, 6 AUG 2025
... is one of the only countries that still requires companies to submit these reports in non-digital formats like hardcopy or PDF. Th report said this makes extracting data from Australian financial reports expensive, time consuming and more prone to error. ...

Special feature: Shaping private markets

ELIZABETH FRY  |  TUESDAY, 29 JUL 2025
Custodians are stepping up as regulators target super funds' $3.5 trillion private asset rush. Australia's super funds face mounting scrutiny over their rapid shift into private markets, as concerns grow about transparency, valuations and liquidity ...

Advisers grapple with AI, require support: Survey

KARREN VERGARA  |  THURSDAY, 27 FEB 2025
... Halisok, HUB24 is leveraging their machine learning capabilities and AI models to detect the client signatures in prepopulated PDF consent forms, resulting seamless processing and same-day execution of fee consent submissions." In the last 12 months ...

PIMCO debuts local ETF suite

MATTHEW WAI  |  WEDNESDAY, 5 FEB 2025
PIMCO has marked its entry to the Australian ETF space with four new active offerings, providing institutional-grade fixed income opportunities to local investors. The PIMCO Global Bond Active ETF (PGBF), PIMCO Diversified Fixed Interest Active ETF ...

How advisers protect themselves from 'rogue' clients

KARREN VERGARA  |  FRIDAY, 23 FEB 2024
... is making use of the Australian Taxation Office's (ATO) "fantastic documents" and tools for advisers and SMSFs available in PDF format on its website. "Issue them to your clients every now and then," Bobbin urged, adding that many clients do appreciate ...

Insignia saves thousands of hours with AI

CASSANDRA BALDINI  |  MONDAY, 30 JAN 2023
... has also benefited from digital workers, he explained. "Previously the paraplanning team would update client details on a PDF that would be distributed to clients, now a bot automatically completes and forwards the required forms to clients, with the ...

Digital fact-find gains momentum

KARREN VERGARA  |  WEDNESDAY, 12 MAY 2021
... first step is to go digital." Advice Revolution has recently released a free mini fact-find, which removes the need to use PDF-based fact-finds and do-it-yourself online survey tools. The impact of this is a better experience for clients and less time ...
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