ASIC Levy temporary respite underscores need for collaboration

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The Advisers Association (TAA) welcomes the announcement by Federal Treasurer Josh Frydenberg this week, that the Government will temporarily reset the ASIC Adviser Levy (the Levy) back to the 2018/19 financial year level... Read more continue reading

Fidelity International announces first actively managed model portfolio available to clients

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Fidelity International has launched its first Separately Managed Account (SMA), in partnership with Praemium, one of Australia’s largest providers of SMAs. The mandate is an actively-managed Australian equity model managed... Read more continue reading

Franklin Templeton appoints Sales Director to support strong business growth

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Franklin Templeton Australia has appointed Huw O’Grady to the position of sales director, based in Melbourne. O’Grady, with over 15 years of experience of working in the investment management sector,... Read more continue reading

Tyndall Asset Management announces official rebrand

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Tyndall Asset Management (Tyndall AM), one of Australia’s largest and most experienced investment teams, has announced its official rebranding, returning the business to its original foundations. For more than 30... Read more continue reading

Most ‘know your client’ issues resolved early: AFCA

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Consumers who believe they’ve been given inappropriate advice or advice not in their best interest account for one in four Investments and Advice complaints but most of these complaints are... Read more continue reading

ASIC levy relief for advisers gets thumbs up

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The SMSF Association welcomes the Federal Government’s decision to provide temporary and targeted relief on ASIC levies for financial advisers. The decision means the ASIC levies charged for personal advice to... Read more continue reading

Alceon Debt Income Fund rated ‘Superior’ by SQM

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Alceon Group’s Debt Income Fund, which targets high, risk-adjusted returns from real estate lending, has been awarded a ‘Superior’ high investment grade rating in a new report by SQM Research, an... Read more continue reading

Powell signals Fed to begin tapering this year; some commentators question Powell’s sanguine inflation view

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Powell signals Fed to begin tapering this year… In a much anticipated speech on Friday, Fed Chair Powell gave his strongest signal yet that the Fed will begin to taper... Read more continue reading

FPA welcomes the Government’s decision to review the ASIC industry funding model

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The Financial Planning Association of Australia (FPA) welcomes the announcement from the Morrison Government on its decision to implement a temporary reduction in cost recovery levies for the next two... Read more continue reading

AFA advocacy helps win advisers major relief on ASIC Funding Levy

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The Association of Financial Advisers (AFA)’s advocacy on behalf of its members has helped win a major concession from the Government, with the proposed trebling of the ASIC Funding Levy... Read more continue reading