Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1271 - 1280 of 10929 results for "Planning"

Australians are unprepared for retirement: Fidelity

ANDREW MCKEAN  |  FRIDAY, 20 JAN 2023
... Fidelity International report found that many Australians are ill-prepared for retirement, lacking control in the retirement planning process. Fidelity's New Life Old Life report showed that a third of older Australians who planned their retirement did ...

Mixed outlook for paraplanning: Study

ANDREW MCKEAN  |  FRIDAY, 20 JAN 2023
There has been an uptick in new entrants to the paraplanning sector in the past 12 months, however there's still no telling where the industry is going. The Paraplanner Hub and Tanngo's Australian Paraplanner Survey 2022 shows the majority of ...

Paraplanners happy to stay put: Survey

ANDREW MCKEAN  |  THURSDAY, 19 JAN 2023
... the desire to be an adviser - it just isn't for me," one respondent said. "I prefer the technical side of financial planning and get more satisfaction from writing high quality advice documents than I do working directly with clients," said another. ...

Treasury working on QAR, super tax concessions

CASSANDRA BALDINI  |  THURSDAY, 19 JAN 2023
A Treasury spokesperson has indicated when industry can expect the release of the Quality of Advice Review (QAR) final report, while also confirming the government has not scrapped super tax concessions. A spokesperson for minister for financial services ...

Pre-retirees want, need financial advice: Fidelity

ANDREW MCKEAN  |  THURSDAY, 19 JAN 2023
Pre-retirees are increasingly interested in receiving financial advice, according to a retirement planning study by Fidelity International. Fidelity's New Life Old Life report shows that 80% of pre-retirees currently receive advice, have received ...

Bravura restructures operating model, makes new appointments

ANDREW MCKEAN  |  WEDNESDAY, 18 JAN 2023
... executive Libby Roy, will focus on establishing a product framework that supports clients' needs, improves workforce planning to meet product and client resource demands, and enhances existing processes to better align costs with expected revenue. Bravura ...

AZ NGA appoints chief financial officer

CASSANDRA BALDINI  |  WEDNESDAY, 18 JAN 2023
... establishing a formal investment framework, in addition to more traditional chief financial officer duties like business planning, forecasting and management of finance and compliance activities." Heckendorf said his role encompassed four key areas ...

Top 10 issues for super funds in 2023: KPMG

ANDREW MCKEAN  |  TUESDAY, 17 JAN 2023
... according to KPMG. APRA's latest heat map performance test and new regulations, such as the superannuation transfer planning (STP) and recovery and exit planning, require funds to have a plan in place for transferring members and exiting the market ...

Pensioner work bonus top of mind for advisers

CHLOE WALKER  |  TUESDAY, 17 JAN 2023
... downsizer contributions to super tax-free can boost retirement savings significantly. However, as part of retirement planning, clients who are receiving an Age Pension, or expecting to down the track, should be made aware of how means testing may be ...

Future looking bright for advice: Survey

CHLOE WALKER  |  TUESDAY, 17 JAN 2023
... provide a greater number of services to a larger percentage of their clients in areas such as tax, retirement and insurance planning. Commenting on these findings, Dimensional Australia client group co-head Nathan Krieger said: "Part of the success is ...