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Showing 1 - 10 of 2758 results for %22DG Institute%22

How to win in today's wealth management industry: EY

ANDREW MCKEAN  |  WEDNESDAY, 24 APR 2024
... management and compliance activities. "The challenge is to sweep away outdated controls and complex processes, as well as institute significant cultural changes, without compromising on safety and security," EY said.

Actuaries Institute proposes new performance test measure

ANDREW MCKEAN  |  TUESDAY, 23 APR 2024
The Actuaries Institute has proposed revising the annual superannuation performance test, so it better aligns trustees' investments with the best financial interests of members. In its Treasury submission, the Institute said the test should include ...

Australians need $1.6m for comfortable retirement: Survey

KARREN VERGARA  |  MONDAY, 22 APR 2024
Australians believe they need $1.6 million to be financially comfortable in retirement, a new survey from Colonial First State (CFS) finds, but they cannot agree on what living comfortably looks like. This is well above Association of Superannuation ...

Non-compete clauses come under the microscope

ELIZA BAVIN  |  MONDAY, 8 APR 2024
... behaviour independent of whether the clause is in fact enforceable." As part of the consultation, new research by the e61 Institute revealed the large number of Australian workers who are subject to restraint clauses and the negative impact it is having ...

Senate Committee endorses Superannuation Objective Bill

ANDREW MCKEAN  |  WEDNESDAY, 3 APR 2024
... standard of living, it's really going to be done via the Age Pension, rent assistance and other supports," the Grattan Institute argued. The Coalition also criticised the Bill as "not urgent, non-binding, and a distraction" from the pressing cost ...

ASIC's harsh words to directors: 'It's not meant to be easy'

ELIZA BAVIN  |  FRIDAY, 22 MAR 2024
... has had enough of company directors complaining about keeping up with their obligations. In a speech to the Australian Institute of Company Directors (AICD) Australian Governance Summit, Longo acknowledged there is complexity in the business world, but ...

FAAA calls on ATO to provide clarity over advice fees

ELIZA BAVIN  |  THURSDAY, 14 MAR 2024
... response to Draft Taxation Determination TD 2023/D4, prepared jointly with Chartered Accountants ANZ, CPA Australia, and Institute of Public Accountants. The draft Determination, released late last year, outlined that upfront fees are deductible to the ...

Super funds captivated by equities: Research

KARREN VERGARA  |  TUESDAY, 27 FEB 2024
... decade compared to their global peers, a new study reveals. The latest study by Willis Towers Watson's Thinking Ahead Institute finds that Australia's superannuation funds continue to cleave to equites for superior returns. The Global pension assets ...

Advice reforms can solve retirement income challenges

KARREN VERGARA  |  FRIDAY, 9 FEB 2024
... financial advice could help solve some of the retirement income challenges Australians face, according to the Actuaries Institute. In its submission to the Retirement Phase of Superannuation consultation, the institute wrote that the Delivering Better ...

Super funds defend controversial weapons holdings

KARREN VERGARA  |  FRIDAY, 2 FEB 2024
... October 2023. This left about 1200 civilians dead (revised from the initial 1400 estimate), according to US research institute the Foundation for Defense of Democracies, and 239 taken as hostages. In retaliation, the IDF has killed 30,676 Palestinians ...
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