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Showing 1201 - 1210 of 10928 results for "Planning"

Final voting for ESG Power50 open

RACHEL ALEMBAKIS  |  THURSDAY, 9 MAR 2023
... Sustainability along with FS Super - The Journal of Superannuation Management and FS Advice - The Australian Journal of Financial Planning, as well as the broader Australian business community will have a say in recognising the breadth and diversity ...

Investment bonds offer refuge amid super changes

ANDREW MCKEAN  |  WEDNESDAY, 8 MAR 2023
... tax-effective rate between 12-15% through optimised structures. Investment bonds can also offer greater liquidity and estate planning benefits compared to super. According to Hackett, when it comes to accessing funds in super, there are restrictions ...

Advice complaints decelerate: AFCA

KARREN VERGARA  |  WEDNESDAY, 8 MAR 2023
The number of financial advice-related complaints has slashed by nearly half in the last year, according to the Australian Financial Complaints Authority (AFCA). AFCA registered 2211 financial advice-related complaints in 2022, the majority of which ...

FPA policy and advocacy lead steps down

KARREN VERGARA  |  WEDNESDAY, 8 MAR 2023
The Financial Planning Association of Australia's general manager of policy and advocacy will step down after seven years with the organisation. Ben Marshan joined the FPA in 2015 as a manager for professional standards and advocacy and moved into several ...

Advice tech firm officially launches local operations

CHLOE WALKER  |  WEDNESDAY, 8 MAR 2023
Digital advice platform intelliflo has officially set up shop in Australia, following the successful trial of its Aussie adapted 'intelliflo office' advice software last year. At the time of the trial, intelliflo hired Stuart Alsop as its head of sales ...

AFA celebrates 10 years of Inspire

CHLOE WALKER  |  WEDNESDAY, 8 MAR 2023
... AFA Inspire at an event in Sydney, sharing that the community will continue on following the merger with the Financial Planning Association of Australia. Marking International Women's Day, Inspire NSW chair Amie Baker shared that the Inspire community ...

In need of repair: Gender stereotypes and advice

KARREN VERGARA  |  TUESDAY, 7 MAR 2023
... to be active participants in the advice journey," she says. Having recently gained her Graduate Diploma of Financial Planning while caring for two young children and experiencing a marriage breakdown, Carey Financial's Baulch is even more passionate ...

TIP Group to acquire advice firm

CASSANDRA BALDINI  |  TUESDAY, 7 MAR 2023
... Wealth. Founded in 2010, Enva is based in Adelaide with a satellite office in the Sunshine Coast and offers financial planning, mortgage broking, insurance broking, private lending and financial services licensing and compliance. Enva reported FY22 revenue ...

QAR does not "trash" FoFA: Anderson

CASSANDRA BALDINI  |  TUESDAY, 7 MAR 2023
The Quality of Advice Review's final report (QAR) does not "trash" or go against the Future of Financial Advice (FoFA) reforms, says Association of Financial Advisers (AFA) chief executive Philip Anderson. Labeling QAR "the most important review of ...

Adviser exits spur innovation: Report

ANDREW MCKEAN  |  MONDAY, 6 MAR 2023
... pitching to corporate customers like larger licensees and superannuation funds. The report notes a rapid increase in advice planning software providers for Australian financial advisers, including many global players driven by a desire for scale. Finura ...