Sort By
  • Newest

  • Newest

  • Oldest

  • Author Name

  • Author Name

  • Drew Meredith

  • Staff Writer

  • The Inside Adviser

Limited relief offered for ‘unworkable’ FDS requirements

By now every adviser, licensee and paraplanner would be well aware of the impending changes to annual opt-in, consents and ‘lack of independence’ disclosures. Combine these with the impending product design and distribution obligations (DDOs) and varying fee consent requirements from every platform, and a busy year lies ahead for those advisers that remain. Late…

The Inside Adviser | 14th Jun 2021 | More
The ten most important action points for SMSF trustees

The end of the financial year is closing in fast after what has been a tumultuous period for many in Australia. Despite a reasonably uneventful year for superannuation legislation and policy changes, opportunities abound for superannuants and investors of all kinds. One of the most important roles of a financial adviser is to prompt and…

Drew Meredith | 10th Jun 2021 | More
Global manager turns to proxies to influence change

US$429 billion* multi-asset manager Neuberger Berman is ramping up pressure on both sides of capital markets with its NB Votes campaign. The group, which was founded eight decades ago, is adopting a more transparent and potentially powerful approach to ‘engagement’ with the companies in which they invest client’s money. In a recent paper prepared by…

Staff Writer | 17th May 2021 | More