ASIC calls for greater organisational vigilance to combat cyber threats

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ASIC calls on organisations to prioritise their cyber security after its report into the cyber capability of corporate Australia identified significant gaps. The report summarises the results of ASIC’s recent... Read more continue reading

VBP expands leadership team following acquisition of Elixir Consulting

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VBP has created three new roles in its leadership team to assist the firm’s continued expansion in the financial advice industry. The appointments follow VBP’s recent acquisition of specialist financial planning... Read more continue reading

Centrepoint Alliance acquires Financial Advice Matters

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Centrepoint Alliance Limited (ASX: CAF) (“Centrepoint Alliance” or “CAF”), a leading provider of business services to financial advice firms throughout Australia, is pleased to announce it has entered into a... Read more continue reading

FAAA hires head of university and student programs to boost financial planning ranks

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The Financial Advice Association Australia (FAAA) has appointed Louise Trevaskis to the newly created role of head of university and student programs as part of its strategy to bring more... Read more continue reading

Downsizing and net sale proceeds: Parton’s Case

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A couple sold their home and the net proceeds were not entirely used for a new home: The Tribunal held that any amount of the net sale proceeds not used... Read more continue reading

Complii and Praemium announce strategic partnership to provide Australian capital markets participants an expanded suite of services

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Complii Fintech Solutions Ltd (ASX:CF1), provider of Australia’s first fully integrated capital markets platform for financial advisers and brokers, has announced a strategic partnership with leading investment platform Praemium Ltd (ASX:PPS)... Read more continue reading

ASIC levy reduced by $400 per adviser from previous estimate 

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“ASIC has released the final figures that will apply for the ASIC funding levy for the 2022/23 financial year, in two legislative instruments[1]. “Based on the information in the legislative... Read more continue reading

Allianz Retire+ appoint joint Head of Group Retirement Solutions

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Allianz Retire+ has announced the appointment of Catherine van der Veen and Lucy Foster to the newly created position, Head of Group Retirement Solutions Client Delivery. Within this role Ms... Read more continue reading

Where to for US bond yields?

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The last few months have been characterised by high levels of volatility in the US bond market. Longer tenor bond yields have risen sharply this year with the 10-year yield... Read more continue reading

North investment menu gets a lift with ESG and multi-asset managed portfolio additions

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North, one of Australia’s leading wrap investment platforms, continues to expand its investment menu with the addition of seven actively managed portfolios to the platform. North’s broader menu has also... Read more continue reading