SMSFA conference gives students practical opportunity to learn

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Thirty-five students studying event management and financial services have seized the opportunity to do volunteer work at the SMSF National Conference being held at Melbourne Convention & Exhibition Centre from... Read more continue reading

Greece again

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Indraneel Karlekar, PhD, Managing Director Global Research & Strategy at Principal Global Investors says its “back to business as usual” with Greek debt. After a period of relative calm, its... Read more continue reading

ASIC consults on ‘sunsetting’ class order about reporting requirements for Australian financial services licensees who are natural persons

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ASIC has released a consultation paper proposing to remake ASIC Class Order [CO 03/748] Reporting requirements under s989B. This is due to expire (‘sunset’) on 1 October 2017. This instrument grants... Read more continue reading

Advice providers have critical role in volatile times

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Global CEO of Vanguard Investments, Bill McNabb, told SMSF Association delegates at the 2017 National Conference that it is going to take extra care and diligence to navigate through the... Read more continue reading

The Hon. Kelly O’Dwyer MP launches Financial Literacy Annual Highlights Report

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The Minister for Revenue and Financial Services, the Hon. Kelly O’Dwyer MP yesterday launched the National Financial Literacy Strategy Annual Highlights Report 2015-16 at an event at Parliament House in Canberra.... Read more continue reading

PM Capital announces senior hire and brand refresh

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Equities and fixed interest manager PM Capital has expanded its distribution team with the appointment of Rebecca Morgan as Sales Director, based in Melbourne. In her new role, Ms Morgan... Read more continue reading

Court holds non-lapsing BDBN not binding due to subsequent occurrence of disqualifying event: [2017] NSWSC 45

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An application by the Trustee of a public offer fund that a non-lapsing BDBN made by a member of the fund was not binding on the Trustee due to the... Read more continue reading

Irish Infrastructure Fund acquires two primary care centres in Ireland in new healthcare push

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The Irish Infrastructure Fund (IIF), managed by Irish Life Investment Managers and AMP Capital, has established Valley Healthcare, a new investment vehicle that will invest in primary care centres in... Read more continue reading

ASIC launches First Business App to help young people starting a small business

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ASIC Chairman, Greg Medcraft yesterday launched a new free mobile app – First Business by ASIC’s MoneySmart – to support young Australians starting a small business. First Business was developed by... Read more continue reading

Zurich expands life risk distribution team in NSW, QLD, VIC and WA

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Zurich Financial Services Australia (Zurich) has significantly boosted the size of its Life Risk Sales team with a key promotion and eleven appointments across the country in a move to... Read more continue reading