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| | First Sentier Investors (FSI) is shuttering four investment teams, seeing the exit of 30 professionals by the end of the year and the loss of about $14 billion in assets under management. The investment manager this morning announced that its locally ... |
| | | ... depository services for retail and wholesale clients. JB Markets may apply to the Administrative Appeals Tribunal for a review of ASIC's decision. |
| | | Advisers using intelliflo now have access to cashflow modelling tools for SMSF clients. A new update to its intelliflo office software includes detailed cashflow inputs, projections, and outputs within its cashflow modelling for clients SMSFs, or who ... |
| | | ... report," he said. Similarly, property investors claiming deductions are never far from the ATO's watchful eye as a recent review found 90% of tax returns were full of errors. This year, Chapman said investors can expect the ATO to crack down on excessive ... |
| | | ... signals towards the "return" of financial advice, following the government's favourable response to the Quality of Advice Review. "Recent data indicates the exodus of financial advisers has 'bottomed out'. The government's recent favourable response ... |
| | | ... corporate services Andrew Baker said in Australia the company was pleased to play a role in assisting the Quality of Advice Review and ministerial review process to reach a strongly supportive view regarding digital advice in meeting government objectives. ... |
| | | ... at ASIC to an agency we have a shared interest in supporting and seeing succeed," Longo said. "Since I embarked on the review of ASIC's infrastructure and operations on my first day as ASIC chair, Warren has played a significant leadership role, particularly ... |
| | | ... Parliamentary Joint Committee's recent recommendation on statutory reporting obligations, which advocated for a comprehensive review to assess if the current reporting requirements for insolvency practitioners "best serve" the integrity, efficiency ... |
| | | ... for actual portfolio managers to override this decision making. "Some have argued that it's too hard and too expensive to review the large number of proxies and proxy proposals - this is both lazy and wrong. If issues are important to a company, they ... |
| | | ... processes in place and was reliant on CARs self-reporting issues of non-compliance. It also had no formal or documented review or audit processes to assess whether CARs were compliant. It also admitted that it conducted no discernible due diligence on ... |
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