All Articles tagged with 'Neil Macdonald'

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CSLR – is the cure worse than the disease?

From TAA - The Advisers Association

The Government’s decision not to give the Compensation Scheme of Last Resort (CSLR) a ‘swift passage’ through Parliament should give Canberra pause for thought, according to The Advisers Association (TAA). “At

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20 Apr 2022

TAA: Corporations Law reform – Let’s look before we leap

From TAA - The Advisers Association

The Advisers Association (TAA) is broadly supportive of recommendations by the Australian Law Reform Commission (ALRC), designed to simplify and rationalise the Corporations Act and Corporations Regulations. Speaking in relation to

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09 Mar 2022

Bill Beimers appointed Chair of The Advisers Association

From TAA - The Advisers Association

The Advisers Association (TAA) is pleased to announce that Bill Beimers has been appointed Chair of the association at its Annual General Meeting. TAA CEO, Neil Macdonald said, “Bill has served on

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17 Feb 2022

FSC blueprint a positive step in the right direction

From TAA - The Advisers Association

The Advisers Association (TAA) believes the Financial Services Council (FSC) blueprint for a simplified regulatory framework is a positive step in the right direction, and has the potential to deliver better

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18 Oct 2021

ASIC Levy temporary respite underscores need for collaboration

From TAA - The Advisers Association

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

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02 Sep 2021

TAA renews calls for exiting institutions to pay ASIC Levy

From TAA - The Advisers Association

The Advisers Association (TAA) is renewing calls for major banks and institutions that have exited or are intending to exit financial advice to pay their share of regulatory costs. The call comes following the 23

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05 Aug 2021

State Street appoints Neil Macdonald as Asia Pacific Head of Asset Managers Segment

From State Street Global Advisors

State Street Corporation has announced that it has appointed Neil Macdonald as head of the Asset Managers Segment in Asia Pacific, effective May 14, 2021. In this newly created role,

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11 May 2021

It’s time to stop calling it advice, when it’s not

From TAA - The Advisers Association

The Advisers Association (TAA) says now that the message seems to be filtering through to the broader community that it is illegal for someone to call themselves a ‘financial adviser’

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02 Mar 2021

Does FASEA Code of Ethics signal defeat on accessibility of personal financial advice?

From The Advisers Association

While the draft FASEA Code of Ethics (the Code) is another step forward in the professionalisation of financial advice, The Advisers Association (TAA) believes the scope is too narrow, too

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10 Nov 2020

Level the playing field for financial advisers

From TAA - The Advisers Association

The Advisers Association (TAA) says any new model for financial advice must level the playing field for financial advisers. Commenting on a Rice Warner research report launched by the Financial

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22 Oct 2020

Earn CPD Points

CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]