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Showing 1 - 10 of 49 results for "TAA"

Advice bodies want efficiency, long-term solutions from Mulino

KARREN VERGARA  |  WEDNESDAY, 14 MAY 2025
... a point of difference that make him the ideal candidate. Neil Macdonald, the chief executive of The Advisers Association (TAA), expects Mulino's deep understanding of economic policy, formal qualifications and experience will help him to prioritise ...

AMP BOLR litigants face lengthy payout process

KARREN VERGARA  |  TUESDAY, 17 SEP 2024
... peace of mind with the payout process to potentially draw out to mid-2025. This is according to The Advisers Association (TAA) chief executive Neil Macdonald, who said that advisers can still lodge an appeal of Justice McElwaine greenlighting the total ...

ATO seeks submissions on defining an 'employee'

ELIZA BAVIN  |  WEDNESDAY, 3 JUL 2024
... employee. While this sounds quite straightforward, the term 'employee' is not defined in the Taxation Administration Act (TAA), therefore it has its ordinary meaning under common law. "In most cases, it will be self-evident whether an employer ...

AMP to pay $100m to settle BOLR class action

JAMIE WILLIAMSON  |  THURSDAY, 23 NOV 2023
... executive Neil Macdonald said that, "in the interests of AMP, its shareholders, and past and current AMP-licensed members of TAA, the matter should be resolved as quickly as possible". AMP said the settlement covers the class action in its entirety ...

AMP challenges BOLR court ruling

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2023
... $115,533 respectively because of the damages and losses caused by the BOLR changes introduced in 2019. The Advisers Association (TAA), which represents a large number of AMP FP advisers, said it is "disappointed" about AMP's latest action. The court ...

Former van Eyk chief cops permanent ban

KARREN VERGARA  |  FRIDAY, 8 SEP 2023
... Blueprint to recommend and facilitate a $5 million investment in the Wholesale Enhanced Income Fund. That money was then loaned to TAA Melbourne to buy a share of van Eyk, of which Thomas was chief executive. This was done to prevent a third-party company ...

AMP loses BOLR changes class action

KARREN VERGARA  |  WEDNESDAY, 5 JUL 2023
... shareholders' money. In July 2020, the advisers filed the class action against AMPFP. At the time of filing, The Advisers Association (TAA) chief executive Neil Macdonald said its AMPFP members were relieved that action was being taken. "A lot of ...

Experience pathway could create two adviser tiers

KARREN VERGARA  |  TUESDAY, 23 MAY 2023
... don't want to create two tiers of advice. We don't want to try and make distinctions with consumers," she said. The TAA prefers the same naming convention for all financial advisers in law. "The difference between an experienced adviser and a ...

TAA urges active recruitment for industry sustainability

KARREN VERGARA  |  FRIDAY, 17 MAR 2023
The Advisers Association (TAA) is urging the industry to proactively attract more entrants to the profession, starting by working closely with universities and education providers. TAA chief executive Neil Macdonald said advisers should think laterally ...

Former van Eyk Research chief sentenced

JAMIE WILLIAMSON  |  WEDNESDAY, 16 NOV 2022
... Management to recommend and facilitate a $5 million investment in the Wholesale Enhanced Income Fund. That money was then loaned to TAA Melbourne to buy a share of van Eyk, of which Thomas was chief executive. This was done to prevent a third-party company ...
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