All Articles tagged with 'platforms'

You are in Posts tagged 'platforms'

HUB24’s tools allow advisers to understand the CGT impact of switching

From HUB24

Andrew Alcock from HUB24 says that if you think all platforms are equal, then think again. “They’re certainly not interchangeable, especially from an adviser’s point of view, if say they’re

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08 Dec 2014

Do you use a platform? You could be breaching the Best Interests Duty

From The Fold Legal

Recent guidance from the Australian Securities and Investments Commission (ASIC) confirms in no uncertain terms that the Best Interests Duty applies just as much, if not more, to platform recommendations

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06 Sep 2013

New ASIC guidance for platforms a boost for investors

From ASIC - Australian Securities & Investments Commission

ASIC has moved to require investment platform operators to explain how they choose the different products on offer to investors through their platforms. The strengthened disclosure requirements are part of

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01 Jul 2013

Platforms a double-edged sword for unlisted property

From PIR - Property Investment Research

Platforms appear to be both the problem and the solution for financial planners looking to diversify client portfolios into alternative asset classes, such as unlisted property syndicates and funds, according

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31 May 2013

Investment Trends: Platform development spending shrinks

From Investment Trends

Investment platforms’ spending on new development fell in 2012, shrinking to just $100m across the calendar year, down from $130m in 2011, according to a new report from leading wealth

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14 Mar 2013

BT Wrap proves financial year winner

From BT Financial Group

BT Wrap has achieved another first – this time being the first major Australian platform to deliver 100 per cent of investors’ Wrap Tax Statements [and SuperWrap Annual Statements] for

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16 Oct 2012

Asgard’s Infinity eWrap hits $2bn FUA

From BT Financial Group

Reflecting its popularity among advisers as a low cost and transparent platform solution, Asgard’s Infinity eWRAP has surpassed $2 billion in funds under administration in less than a year since

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05 Sep 2012

ASIC paper (CP 176) reviewing regulatory approach to platforms

From ASIC - Australian Securities & Investments Commission

ASIC yesterday announced it is reviewing its regulatory approach to platforms as part of broader efforts to promote investor confidence in the sector. The platforms sector attracts significant funds. In

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14 Mar 2012

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 [...]