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Showing 1151 - 1160 of 10928 results for "Planning"

Lumiant acquires longevity app

KARREN VERGARA  |  FRIDAY, 28 APR 2023
Lumiant has acquired an app that helps financial advisers monitor clients' health, longevity and aged care risks that could impact retirement. Chicago-based Genivity, deemed a health analysis and longevity optimiser (HALO), will integrate into Lumiant's ...

ASIC updates breach reporting guidelines

KARREN VERGARA  |  FRIDAY, 28 APR 2023
ASIC has updated breach reporting procedures in the hope that it can help reduce regulatory burdens for financial advisers. The corporate watchdog detailed several changes to Regulatory Guide 78 Breach reporting by AFS licensees and credit licensees ...

Former adviser jailed for six years

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2023
... the ASIC Financial Adviser Register. He was also previously licensed by Genesys Wealth Advisers and Charter Financial Planning.

Insignia reports advice outflows, adviser losses

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2023
Insignia Financial will undertake a rebrand of sorts within its financial advice business in a bid to improve understanding of its various advice channels. It comes as it reports nearly $500 million in outflows for the Advised channel and further adviser ...

Link to offer Allianz Retire+ solution to super funds

CHLOE WALKER  |  WEDNESDAY, 26 APR 2023
... retirement platform aims to provide super funds and their members with a total picture of wealth supporting the retirement planning, income, and advice experience. Link Group chief executive retirement and superannuation solutions Dee McGrath said the ...

Ad hoc changes to super scare self-funded retirees: ASA

CHLOE WALKER  |  MONDAY, 24 APR 2023
... education to build an understanding of key financial skills such as budgeting, saving and investing and retirement income planning for the Australian population." Elsewhere, the ASA agreed on the importance of not imposing additional costs on the superannuation ...

Former adviser jailed for nine years

KARREN VERGARA  |  MONDAY, 24 APR 2023
Former financial adviser Gavin Fineff has been sentenced to nine years in prison after a court determined he defrauded 12 clients $3.36 million. Fineff, who was working as a representative for Sentinel Wealth when the crimes took place, defrauded clients ...

Industry fund merger advances

ANDREW MCKEAN  |  FRIDAY, 21 APR 2023
... interests of workers in the mining and transport industries." The next phase of the merger will concentrate on strategic planning and implementation to ensure a smooth transition to the consolidated fund for all members. The merger is expected to reach ...

Slash proposed tax rate for high super balances: FAAA

KARREN VERGARA  |  FRIDAY, 21 APR 2023
To avoid disincentivising Australians saving more for retirement, the Financial Advice Association Australia (FAAA) urges the federal government to decrease the proposed 30% tax rate for superannuation balances that exceed $3 million. This is in response ...

ATO keeping tabs on SMSF early access, tax avoidance

KARREN VERGARA  |  FRIDAY, 21 APR 2023
... self-managed superannuation funds risk and strategy Justin Micale. Micale told a recent tax conference that inappropriate tax planning arrangements involving SMSFs are more common where fund members are part of a private wealth group. Nearly half or ...