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professionalplanner.com.au
21 小时
‘An important step forward’: ATO determination recognises advice as a profession
In a win for the profession, the Australian Taxation Office has expanded the scope for what financial advice fees are ...
professionalplanner.com.au
21 小时
Jones cleans up tax adviser ethical rules but gives tight feedback window
Treasury’s latest consultation for the tax adviser ethical obligations determination checks off what industry bodies have ...
professionalplanner.com.au
21 小时
HUB24 takes minority stake in private markets platform
HUB24 has taken a minority equity holding in Reach Alternative Investments, an alternatives-focused platform that provides access to global private equity and credit funds.
professionalplanner.com.au
1 天
Vanguard fined $12.9m for poor screening of ESG fund
Vanguard Australia has been fined $12.9 million for making misleading claims about the ESG screening for its Ethically ...
professionalplanner.com.au
1 天
AustralianSuper appoints first chief liquidity officer
The nation’s largest super fund AustralianSuper has appointed Chandu Bhindi as its first chief liquidity officer.
professionalplanner.com.au
1 天
REST names employer-nominated board director
Super fund REST has appointed Inese Kingsmill to its board of directors, replacing Sally Evans who retired in July 2024.
professionalplanner.com.au
1 天
Compliance concerns relegated as cost of business rises
Post-Hayne royal commission, compliance was the biggest priority for advisers as fears about breaching legislation was ...
professionalplanner.com.au
2 天
Betashares’ Bendigo Super faces APRA heat over past performance
ETF manager Betashares will have its work cut out after the fund it acquired to get a toehold in the super industry, Bendigo ...
professionalplanner.com.au
2 天
E&P seeks darkness ahead of parliamentary probe
Dixon Advisory parent company Evans and Partners has further sought to move out of the spotlight, proposing to delist from ...
professionalplanner.com.au
3 天
Staff – and client – training essential for successful change management
Changing one technological system to another requires guidance and hands on training for your team but also your clients.
professionalplanner.com.au
3 天
Tax adviser determination hit with new disallowance threat
Another motion to kill a determination that governs new ethical rules for tax advisers has been lodged, less than a fortnight ...
professionalplanner.com.au
4 天
Breaking free from the top end of town
AMP group executive for advice Matt Lawler and Rhombus Advisory CEO Darren Whereat join Conexus Financial editor-at-large ...
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