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Showing 61 - 70 of 10148 results for "Planning"

Insignia details transformation progress

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2024
Insignia Financial's share price is up some 12% after it posted a marginal increase in underlying profit and reported all its strategic priorities being on-track. The wealth giant has reported underlying net profit after tax (NPAT) of $95.5 million ...

SMSFA reappoints Hay-Bartlem as chair

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... he has worked since 1993. He specialises in advising on tax, superannuation, structuring and restructuring, and estate planning and succession. This includes assisting accountants, financial advisers, lawyers, and others help clients deal with these ...

Reforms will strengthen retirement advice: Experts

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
Reforms underway to expand financial advice will have positive ramifications for the SMSF and APRA-regulated sectors as it will ultimately uplift outcomes in the retirement phase for all Australians, industry experts say. The first day of the annual ...

QIC, super funds pour more into Queensland space tech

JAMIE WILLIAMSON  |  WEDNESDAY, 21 FEB 2024
... producing rockets and satellites, and launch services from the Bowen Orbital Spaceport in North Queensland. Gilmour is planning its maiden orbital launch, the Eris Orbital Launch Vehicle, in the coming months pending approval by the Australian Space ...

Link, The Trust Bank progress acquisition

KARREN VERGARA  |  TUESDAY, 20 FEB 2024
... and India for the transaction to progress. Already, the two parties have commenced working together on the "integration planning process." Last December, the parties entered a Scheme Implementation Deed (SID) with The Trust Bank in which it will pay ...

Count posts positive results ahead of Diverger takeover

CHLOE WALKER  |  TUESDAY, 20 FEB 2024
Count Limited (Count) increased its revenues by 6% over the six months to December 31, while increasing its statutory profits by 135%. The group's latest half-year results indicate its underlying EBITA is up by 9% to $5.436 million and statutory profits ...

Platforms ramp up innovation, back-end efficiencies

KARREN VERGARA  |  FRIDAY, 16 FEB 2024
Platform providers' ability to innovate and improve administrative efficiencies are enabling financial advisers to digitally self-serve and improve client outcomes, according to SuitabilityHub. The 2024 platform market wrap found that the move to digital ...

DASS compensation drags AFCA, lead decision published

KARREN VERGARA  |  FRIDAY, 16 FEB 2024
Compensating Dixon Advisory and Superannuation Services (DASS) victims continues to eat up the Australian Financial Complaints Authority's (AFCA) time and resources, so much so that a "lead decision" has been published to expedite the process. The complaints ...

Count to finalise Diverger deal

JAMIE WILLIAMSON  |  FRIDAY, 16 FEB 2024
Count's acquisition of Diverger was approved by the Federal Court yesterday, with the deal now expected to be completed on March 1. Last month, Diverger shareholders overwhelmingly voted in favour of the takeover, with the court approval marking the ...

MDA authorisations remain steady amid exodus

JAMIE WILLIAMSON  |  WEDNESDAY, 14 FEB 2024
The number of financial advisers authorised to advise on managed discretionary accounts (MDAs) has dropped just 6.1% in the past three years, despite the total number of advisers falling much more. According to analysis by Rainmaker Information, there ...