Australian Insurance Industry Awards finalists announced

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The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) is delighted to announce the finalists of the Australian Insurance Industry Awards 2021. Now in its 17th year, the awards celebrate the accomplishments of individuals and companies who all share a common pursuit for excellence and exceptional dedication to the Australian insurance industry. In... Read more continue reading

Challenges ahead but MDS survey confirms self licensees are optimistic about the future

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A recent survey of My Dealer Services Pty Ltd (MDS) national network of self-licenced financial advice practices confirmed that despite the upheavals and disruptions of the past few years (including the pandemic), the principals of these businesses are optimistic about the future said Director Mr. Alex Euvrard. Commenting further, Euvrard said that advisers with their... Read more continue reading

M&A set to surge on greater business certainty

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Despite a marked drop in M&A activity during the last quarter of FY20, local and global markets have proven their resilience in the period since with a notable uptick in the number and size of deals, according to M&A Deals: Australia Year in Review FY20/21, a new report by HLB Mann Judd Sydney. The report... Read more continue reading

CPD: Ethics and design and distribution obligations

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The Design and Distribution Obligations (DDO) legislation, as detailed in ASIC’s Regulatory Guide 274 Product Design and Distribution Obligations, comes into effect on 5 October 2021. This article, proudly sponsored by GSFM, examines how ethics (and FASEA’s Code of Ethics) intersect with DDO obligations. The Treasury Laws Amendment (Design and Distribution Obligations and Product intervention... Read more continue reading

MetLife finalist in new D&I Award

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MetLife Australia has been named as a finalist in the inaugural SEEK Talent Acquisition Recognition Awards 2021 – or STAR Awards – in the category of Best Diversity, Equity and Inclusion Initiative. The STAR Awards acknowledge excellence in talent acquisition and celebrate the integral role talent and hiring teams play in the success of their... Read more continue reading

Research reveals SMEs caught between cash flow pincers

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New research by SME Invoice Finance specialist Apricity has revealed that even healthy SMEs supplying larger companies are facing a cash flow crisis, caught between the twin pincers of a covid related slowdown, and longer dated trading terms. A recent survey of over 900 commercial finance brokers has revealed that, even before the latest NSW... Read more continue reading

How to deliver the ‘right advice’ in the ‘right’ way

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Delivering the right advice consists of getting 2 things right: i) delivering advice that will work for the client, and ii) delivering it in a manner which will result in the client taking action upon the advice. Getting both of those right is no simple thing. The first of them is relatively straightforward (although not... Read more continue reading

Advisers judge La Trobe Financial the best in SMSF

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La Trobe Financial has announced that it has been judged by financial advisers nationally as the best SMSF provider in two award categories. The first award was for best Residential Property Loan and the second one was as the SMSF industry’s leading Innovator. La Trobe Financial was also a Finalist for – provider of Fixed Income offerings... Read more continue reading

La Trobe Financial wins two Asia Pacific awards

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La Trobe Financial announced that it has won two prestigious Asia Pacific awards. The first being the CEO of the Year, Wealth Management Asia Pacific and the second Non-Bank Financial Institution of the Year – Asia Pacific by Le Fonti Global Awards. The Le Fonti Global Awards, formerly known as the International Alternative Investment Review... Read more continue reading

Zurich Australia and New Zealand announces Paid Gender Affirmation Leave Policy

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Zurich Australia and New Zealand is pleased to announce a Gender Affirmation Policy, strengthening Zurich’s commitment to LGBTQ+ inclusion. Zurich’s new Gender Affirmation Policy provides transgender and gender diverse team members access to assistance if they choose to take steps to affirm their gender identity both socially and/or physically. It includes: leave entitlement of four... Read more continue reading