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Showing 1261 - 1270 of 11694 results for "Make"

Australian Retirement Trust announces new investment strategy and options

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
... diversified options: the Balanced Risk-Adjusted option and the High Growth Index option. These options are designed to help make it easier for you to meet your personal investment needs and preferences," ART said. "The Balanced Risk-Adjusted option is ...

Low-margin clients hurt practice valuations

KARREN VERGARA  |  THURSDAY, 14 MAR 2024
Lower fee-paying clients are severely affecting financial advice practices' bottom line and ultimately drag business valuations, a new analysis reveals. The latest Advice practice acquisition, sale & valuation guide from Centurion Market Makers highlights ...

FAAA calls on ATO to provide clarity over advice fees

ELIZA BAVIN  |  THURSDAY, 14 MAR 2024
... general deduction). The FAAA's submission also addresses some issues around apportionment and evidentiary requirements to make it more straight forward for advisers and their clients to identify when deductions for advice on new investments are available. ...

Advanced ETP portfolios come at higher cost, complexity

ANDREW MCKEAN  |  THURSDAY, 14 MAR 2024
... Given the price difference, the intermediate portfolio should outperform the basic portfolio by 20 basis points per annum to make it worthwhile, and that's before the extra costs of monitoring and additional trading are taken into account.

AMP upgrades North investment platform

ANDREW MCKEAN  |  THURSDAY, 14 MAR 2024
AMP's North wrap platform has introduced a feature that enables financial advisers to select investments by entering a client's target portfolio weightings. The investment switch functionality is designed to better align with how advisers construct ...

ASFA Retirement Standard hits record high

ANDREW MCKEAN  |  WEDNESDAY, 13 MAR 2024
... services," ASFA chief executive Mary Delahunty said. "Fortunately, we are seeing price increases in the key categories that make up retiree budgets - home and content insurance, fruit and vegetables, fuel and electricity - begin to ease." The ASFA Standard ...

Government promises transparent financial services regulation

KARREN VERGARA  |  WEDNESDAY, 13 MAR 2024
... been advocating for this initiative for a number of years. We look forward to working with the government on the design to make sure that the regulatory grid delivers productivity, transparency, and accountability benefits," he said. Jones and Chalmers ...

Global dividends reached record high in 2023

ELIZA BAVIN  |  WEDNESDAY, 13 MAR 2024
... seen from banks around the world is going to slow this year, the rapid declines from the mining sector are also likely to make less of an impact. Energy prices remain firm so oil dividends are affordable and the big defensive sectors like healthcare ...

Taskforce suggests aged care funding be based on personal wealth

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2024
... aim of not creating new or exacerbating existing intergenerational equity issues. It has therefore recommended older people make a co-contribution to the cost of their aged care based on their means, noting the superannuation system supports Australians ...

Hostplus rejects anti-competitive behaviour claims

KARREN VERGARA  |  TUESDAY, 12 MAR 2024
... once an employee has already been onboarded - for example, to prompt an employee to switch to a "featured" fund in order to make use of certain services on the platform," it said. A Hostplus spokesperson explained that the "submission aimed to address ...