Written on Dec, 09, 2016 by in

Smaller banks outperform majors in customer satisfaction Money Management AccountingSmall and regional banks have been found to be the highest-performing in Australia when ranked on issues related to customer satisfaction. Hope William-Smith –

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Written on Dec, 09, 2016 by in

Seek income opportunities in 2017: SPDR Money Management Funds managementSSGA’s SPDR said for 2017, investors should seek income opportunities, invest in real assets and use gold and smart beta to mitigate volatility headwinds. Jessica Amir –

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Written on Dec, 09, 2016 by in

Planners made busy by super changes Money Management SuperannuationFinancial planners are predicted to be made busy by the Government’s super changes, particularly managing the settings for investments outside of superannuation. MikeTaylor –

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Written on Dec, 09, 2016 by in

Financial reports need more clarity, realism Money Management Policy & regulationsASIC has called on companies who prepare financial reports to present information in a useful and meaningful way for their users. Oksana Patron –

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Written on Dec, 09, 2016 by in

SMSF trustees record high level of digital engagement Money Management SuperannuationSelf-managed super fund (SMSF) trustees have recorded a high interest in engaging with advisers and other trustees online, rather than face-to-face. Hope William-Smith –

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Written on Dec, 09, 2016 by in

ASIC/Trio dealings should be public Money Management Financial planningA group has called on ASIC to make its dealings with collapsed Trio Capital and the Astarra Strategic Fund public two years after it terminated its investigation. Malavika Santhebennur –

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Written on Dec, 08, 2016 by in

Seven-year ban for former Synchron adviser Money Management NewsASIC surveillance results in seven-year ban for former Synchron Business Services adviser. MikeTaylor –

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Written on Dec, 08, 2016 by in

Tasplan unveils new lifecycle offering Money Management SuperannuationTasplan Super has this week introduced a new lifecycle option for members to align better with their needs over time. Hope William-Smith –

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Written on Dec, 08, 2016 by in

World’s first green climate bond from a Uni Money Management Funds managementMonash University issued the world’s first green climate bond from a uni, which would contribute to its net zero emissions, according to the institution. Jessica Amir –

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Written on Dec, 08, 2016 by in

YTML Group forms partnership with SuiteBox Money Management Financial planningIT consulting and solutions provider, YTML, has partnered with Suitebox to better improve collection and review of data. Hope William-Smith –

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