All Articles tagged with 'Danielle Press'

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Insignia Financial appoints Danielle Press

From Insignia Financial

Insignia Financial has appointed Danielle Press as Chair and Non-Executive Director of the Insignia Financial Ltd (IFL) Trustees (Insignia Trustees)[1]. Ms Press will join the Trustees as a Non-Executive Director

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05 Sep 2024

ASIC welcomes appointment of three Commissioners

From ASIC - Australian Securities & Investments Commission

ASIC Chair Joe Longo has welcomed the Treasurer’s appointment of three new Commissioners to ASIC. The Treasurer has announced the appointment of Ms Katherine O’Rourke, currently a First Assistant Secretary at Treasury,

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28 Aug 2023

ASIC acts to ensure better banking outcomes for Indigenous consumers

From ASIC - Australian Securities & Investments Commission

An ASIC review has found that some individuals in high-fee transaction accounts, including First Nations people, are paying up to $3000 in overdraw fees over a year. Banks need to

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06 Jul 2023

ASIC calls on super trustees to appropriately deal with member money when it is first received

From ASIC - Australian Securities & Investments Commission

ASIC is calling on superannuation trustees to ensure they are meeting their legal obligations for dealing with incoming money from consumers if a new or increased interest in a super

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27 Jun 2023

Superannuation trustees urged to improve insurance outcomes for members

From ASIC - Australian Securities & Investments Commission

Trustees need to continue to focus on improving the life insurance they provide their members. A recent ASIC review highlights areas where trustees should be making meaningful improvements to deliver

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23 Mar 2023

ASIC welcomes industry consultation on market resilience

From ASIC - Australian Securities & Investments Commission

ASIC has welcomed market operator ASX’s latest industry consultation on improving market resilience. ASX has released its second consultation paper (CP 2) in response to ASIC Report 708 ‘ASIC’s expectation for industry

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02 Nov 2022

Licensing and professional registration activities – 2022 update

From ASIC - Australian Securities & Investments Commission

ASIC has released its annual licensing report. Report 738 Licensing and professional registration activities: 2022 update (REP 738) outlines ASIC’s licensing and professional registration activities, discusses new and proposed changes to our

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05 Oct 2022

ASIC warns brokers considering high-risk offers to retail investors

From ASIC - Australian Securities & Investments Commission

ASIC is warning brokers to be careful about or reconsider offering high-risk products and services to retail investors, such as securities lending, crypto-assets and offers of ‘zero’ or ‘low-cost’ brokerage

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02 Sep 2022

Super trustees urged to improve effectiveness of target market determinations

From ASIC - Australian Securities & Investments Commission

ASIC is calling on superannuation trustees to review and if necessary improve the effectiveness of target market determinations (TMD) for their products, after a sample review of trustee compliance found

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30 Aug 2022

Superannuation trustees strengthen governance practices following ASIC surveillance of investment switching

From ASIC - Australian Securities & Investments Commission

Trustees in Australia’s superannuation industry have revised their internal policies and procedures after an ASIC surveillance found significant deficiencies in their conflicts management arrangements relating to investment switching. ASIC found

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08 Apr 2022

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CPD: Deceased estates and tax
Everyone knows the famous Benjamin Franklin quote about death and taxes, but not everyone is aware that tax obligations continue after death. This article, proudly sponsored by Allianz Retire+, examines [...]
CPD: The growing trend of private companies
Listed equities are the cornerstone of most diversified investment portfolios. Whether held directly, via an exchange traded fund or an unlisted managed investment, even those investors with a lower tolerance [...]
CPD: Client first – ethics and best interests
When providing financial advice, acting in a client’s best interests isn’t just a regulatory requirement, it is the cornerstone of a trusting and successful advisory relationship. This article, proudly sponsored [...]
CPD: ASIC’s enforcement priorities – practical adviser implications
ASIC is fundamentally a consumer protection agency. The various functions it performs, including market oversight, surveillance, enforcement and education, ultimately all roll up to one core purpose – ensuring good [...]
CPD: A spotlight on fixed income investments
Although we pronounced that ‘bonds are back’ six months ago the journey for fixed income in 2024 has not been a linear one. Sticky inflation and varied labour force numbers [...]