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| | | ... modelling to better understand members' needs. Blakey said women often have lower lifetime earnings and smaller superannuation balances due to part-time work or career breaks to raise families. In addition, many women also find themselves in early or ... |
| | | | ... or not," she told Financial Standard. "The business owners don't always have a great deal of experience with superannuation before engaging me. They just tend to have a bit of complexity and need someone to help make sure it's [their financial ... |
| | | | ... access intra-fund advisers at no extra cost to discuss their results and determine the next best step for their superannuation and retirement planning. For those with more complex advice needs, pathways to more comprehensive advice are also available ... |
| | | | ... MUFG called him a seasoned financial services executive with over 30 years of experience spanning life insurance, superannuation, retirement and banking. Lombardo's career includes stints at IOOF, National Australia Bank, Aviva and MLC. Most recently ... |
| | | | ... consistently evolved its consulting offering by expanding its proposition to serve a broader range of clients, including superannuation, not-for-profit, insurance, and wealth segments while delivering tailored, strategic solutions for institutional i ... |
| | | | ... wasn't expected to be an isolated incident, citing complaints lodged with AFCA and issued raised directly with the superannuation advocacy body. "It's clear that there are problems across a range of funds, particularly in how they deal with claims ... |
| | | | ... fund the scheme, breaching the $20 million sub-sector cap. The CSLR put blame on the failures of Dixon Advisory & Superannuation Services (DASS) and United Global Capital for the massive bill. Meantime, the FAAA made its pre-Budget submissions to the ... |
| | | | Cbus and CVC DIF - the infrastructure strategy of global private markets manager CVC - have agreed to the sale of 1 GW portfolio of Australian renewable energy assets to Potentia Energy for an unknown sum. The geographically and technologically diverse ... |
| | | | Despite being dropped from the Senate program today, the Better Targeted Superannuation Concessions Bill could soon be a reality, with the government needing to secure just one more supporter. The Bill was supposed to be debated in the Senate today ... |
| | | | A financial adviser who failed to provide appropriate superannuation contribution advice has been ordered by the Financial Services and Credit Panel (FSCP) to undertake further education. The adviser, referred to as "Mr. D", provided advice that led ... |
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