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Showing 1161 - 1170 of 10928 results for "Planning"

Superannuation changes limit tax benefits for top earners: ASFA

ANDREW MCKEAN  |  FRIDAY, 21 APR 2023
... account. Critics argue that it could be perceived as a retrospective tax on existing assets, potentially impacting financial planning strategies for those nearing or in retirement. Insurance through super Apart from the proposed superannuation changes ...

Search funds beat VC, private equity returns

CASSANDRA BALDINI  |  THURSDAY, 20 APR 2023
... process." For owners looking to sell a business, the search fund model offers an attractive option from a succession planning perspective, too. Selling to an entrepreneur instead of a competitor, Marsland says the main reason owners sell to search funds ...

DASH adds to leadership

CASSANDRA BALDINI  |  WEDNESDAY, 19 APR 2023
Financial planning tech firm DASH has added a chief operating officer and an experienced superannuation specialist, recruiting ANZ's head of wealth customer resolution and the executive general manager of Equity Trustees' super trustee office. Following ...

Adviser complaints rise, super complaints decrease

KARREN VERGARA  |  WEDNESDAY, 19 APR 2023
The number of superannuation complaints have slashed while those related to financial advisers have shot up, the latest statistics from the Australian Financial Complaints Authority (AFCA) shows. In the six months to December 2022, AFCA received 2538 ...

Viridian picks up advice firm

CHLOE WALKER  |  WEDNESDAY, 19 APR 2023
... firm's strategy of joining forces with the industry's best advisers and advice firms. "EFS is a fast-growing financial planning business with an innovative advice model and a culture that is closely aligned with Viridian's. We are particularly impressed ...

Industry welcomes experience pathway consultation

CASSANDRA BALDINI  |  WEDNESDAY, 19 APR 2023
The federal government consulting on the experience pathway has been recognised as a much-needed development for financial advisers who wish to continue working with clients beyond 2026. The Financial Advice Association Australia (FAAA) welcomed the ...

Experience pathway consultation opens

KARREN VERGARA  |  TUESDAY, 18 APR 2023
The federal government today opened consultation to clarify the educational requirements for experienced financial advisers and new entrants. Treasury Laws Amendment (Measures for Consultation) Bill 2023: Financial Adviser Standards states that an adviser ...

SMSF Association names head of membership

CHLOE WALKER  |  TUESDAY, 18 APR 2023
... licensees, and advice businesses. In addition to BT, Sparks brings previous experience as a former head of financial planning at BankSA and a regional manager for Australian Executor Trustees. SMSF Association chief executive Peter Burgess said Sparks' ...

Why clients fire their financial adviser

KARREN VERGARA  |  MONDAY, 17 APR 2023
New Morningstar research reveals the underlying reasons why clients dump their financial advisers that are not related to costs or investment performance. The survey of US-based clients found three core reasons why they let go of their advisers. The ...

BT, Striver partner to tackle adviser shortage

CASSANDRA BALDINI  |  WEDNESDAY, 12 APR 2023
... help them thrive," he said. Rady added that providing specialist coaching and training opens up pathways to financial planning careers, which graduates may not have otherwise considered. "We need more people to pursue the noble profession of financial ...