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Showing 1041 - 1050 of 18243 results for "Plan"

More guidance crucial for aged care transitions: AMP

MATTHEW WAI  |  MONDAY, 25 NOV 2024
Older Australians are not prepared to move into aged care and most expect it to significantly diminish their wealth, as AMP calls for more support from government and financial services. New research from AMP shows most older Australians are concerned ...

Gensler to leave SEC in January

JAMIE WILLIAMSON  |  FRIDAY, 22 NOV 2024
Gary Gensler, the chair of the Securities and Exchange Commission (SEC), will leave the regulator on January 20. The SEC has announced Gensler will depart at midday on 20 January 2025, coinciding with the commencement of President-elect Donald Trump's ...

ASIC issues new guidance on DBFO reforms

KARREN VERGARA  |  FRIDAY, 22 NOV 2024
ASIC has issued new regulatory guidance for financial advisers and superannuation trustees relating to four strands of the Delivering Better Financial Outcomes (DBFO) reforms. The regulator issued two new documents regarding fee arrangements: Information ...

Performance the best member retention tool: Mine Super

MATTHEW WAI  |  FRIDAY, 22 NOV 2024
Appearing on a panel discussion at the ASFA Conference on Thursday, Mine Super chief executive Vasyl Nair said superannuation funds should not prioritise glamourising offerings, but instead focus on simply improving performance. Nair explained when ...

Top advisers champions in two key areas: Iress

MATTHEW WAI  |  THURSDAY, 21 NOV 2024
New research by Iress reveals the aspects top advisers typically excel in and highlights processes that are "ripe for industry-wide improvement" to drive efficiencies. The Advisely Index Report revealed top Australian advice practices serve 40% more ...

ASIC narrows in on private market investments

ELIZA BAVIN  |  WEDNESDAY, 20 NOV 2024
... surveillance of super funds. "This is the first financial year that financial reports of super funds were lodged with ASIC, and we plan to ensure that there is a high standard of reporting to build trust and confidence. Ultimately, you can't have ...

ATO recovers $900m in unpaid super

JAMIE WILLIAMSON  |  WEDNESDAY, 20 NOV 2024
The Australian Taxation Office (ATO) recovered over $900 million in unpaid super owed to 800,000 employees in the past year. Latest compliance data from the ATO shows $932 million in previously unpaid superannuation reached the retirement accounts of ...

Chalmers unveils new superannuation reforms

ELIZA BAVIN  |  WEDNESDAY, 20 NOV 2024
Treasurer Jim Chalmers announced new reforms the government will be rolling out for Australia's superannuation system. Speaking at the annual Association of Superannuation Funds of Australia (ASFA) conference, Chalmers gave an address laying out ...

Former adviser charged with dishonest conduct

KARREN VERGARA  |  TUESDAY, 19 NOV 2024
A former Shaw and Partners financial adviser has been charged with 26 counts of dishonest conduct in relation to the provision of financial services. Former Brisbane-based financial adviser Kristofer Ridgway appeared at Southport Magistrates Court in ...

AZ NGA acquires Sydney advice firm

ELIZA BAVIN  |  MONDAY, 18 NOV 2024
AZ NGA has acquired Sydney-based financial planning firm StrategyOne Advice Network. StrategyOne, led by managing director Virginia Heyer and senior private client adviser Duncan Derrington, specialises in wealth management, retirement planning and ...