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Showing 1071 - 1080 of 3999 results for "Personal"

No big losers in FY22 budget

JAMIE WILLIAMSON  |  TUESDAY, 11 MAY 2021
... before falling to $57 billion in 2024/25 ; $52.7 billion below what was forecast in last year's budget. Significant personal and business tax cuts are expected to be a key driver of the economic recovery. For an additional year, more than 10 million ...

OPINION: Super for housing was the wrong policy fight

ALEX DUNNIN  |  TUESDAY, 11 MAY 2021
... serious pressure mounts and retirees will only be able to take their superannuation as an income stream. Another is that personal contributions into superannuation are going nowhere. Flat in dollar terms over the past decade. The only part of the superannuation ...

Fiducian acquires Adelaide adviser's FUA

KANIKA SOOD  |  TUESDAY, 11 MAY 2021
Fiducian Financial Services paid $495,000 to acquire $23 million of advice assets from a North Adelaide adviser exiting the industry. The dealer group acquired the assets for a Tasmanian financial planner in its network, who is relocating from Tasmania ...

What to expect from the budget

ELIZABETH MCARTHUR  |  TUESDAY, 11 MAY 2021
... easier for small businesses, H&R Block director of tax communication Mark Chapman has warned that we are unlikely to see personal tax cuts in the budget. "In fact, if things stay as they are, low and middle income earners face a tax rise because of the ...

CountPlus firm finalises merger

ANNABELLE DICKSON  |  THURSDAY, 6 MAY 2021
One of the ASX-listed advice and accounting group's member firms has acquired an accounting and superannuation specialist. Cooper Reeves and 4Front Holdings have merged and will now be rebranded to 4Front. CountPlus will sell its Cooper Reeves shares ...

ASIC not recommending general advice change

JAMIE WILLIAMSON  |  WEDNESDAY, 5 MAY 2021
... providing the advice; they had asked a specific question in relation to their own circumstances; or had provided some personal details at the outset. It also found there are other ways advice providers can clarify what is meant by 'general advice' ...

Midwinter integrates with myprosperity

KARREN VERGARA  |  FRIDAY, 30 APR 2021
... advisers using Midwinter's financial planning solution AdviceOS can now log into myprosperity and extract data such as personal details, entities, assets and liabilities. Myprosperity also offers advisers a digital fact-find, digital document signing ...

Super fund in-houses advice service

KARREN VERGARA  |  THURSDAY, 29 APR 2021
... whether it's providing them with information, directing them to our online tools, or booking them in for a session with our personal advice team. It's another step toward maximising the reach of our services," she said. Rest also announced its efforts ...

Former Australian Unity adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 29 APR 2021
A former authorised representative of Australian Unity Personal Financial Services was handed a five-year ban for telling clients MySuper options are more expensive and to opt out of the products. Christopher Chan will serve a five-year ban for writing ...

Suncorp divests super unit to industry fund

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
... the Energy Super merger, will achieve an ideal, sustainable fund size, while maintaining our status as a boutique and personal superannuation provider," LGIASuper chief executive Kate Farrar said. "With the superannuation industry consolidating rapidly ...