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Financial Planning

ASIC releases policy and extends deadline on dollar disclosure

ASIC has issued Policy Statement 182 'Dollar Disclosure' as a guide to how providing entities and product issuers can comply with the dollar disclosure regime.

Credit Suisse not out of the woods yet

Morningstar has recommended a hold on Credit Suisse's Australian equities strategy.

Former NAB financial planner charged over massive fraud

Paul Drakos has appeared in Sydney Local Court to answer eight charges of obtaining a financial advantage by deception, two charges of fraudulent misappropriation and four charges of making and using false documents.

Keeping the family's super together

Couples can gain benefits from streamlining their superannuation accounts.

ASIC's share buy-back proposal

The Australian Securities and Investments Commission (ASIC) has called for comments on its buy-back proposal in order to assist the regulator in developing its position on buy-back relief under the Corporations Act 2001.

HOST-PLUS reaches $3 billion mark

HOST-PLUS has reached $3 billion in funds under management for September 2004.

Trends in market expectations

Rainmaker Information has compiled data over the last 12 months revealing the market expectations of fund managers, banks and research houses in comparison to those of superannuation funds and master trusts.

New guidelines on conflicts for AFS applicants

The Australian Securities and Investments Commission (ASIC) has incorporated the most recent legislative changes relating to conflicts of interest into its licensing regime with updates to its licensing guides.

BT assists in choice of fund administration

BT Financial Group has announced a new automated system available for employers to alleviate them of the payment disbursement burden caused by the introduction of the Choice of Fund legislation.

New accreditation standards for self managed super industry

The $130 million self-managed super funds industry is to receive a new accreditation program from its representative body the Self Managed Super Fund Professionals' Association of Australia (SPAA).