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| | | ... special levies. The financial advice industry is expected to pay the $126.9 million CSLR levy for FY27. This amount does not account for First Guardian and Shield. The total amount for the wider industry, however, comes to $137.5 million. The levy has ... |
| | | | Viridian Financial chief executive Raamy Shahien told Financial Standard he is focused on continuing to grow the business through hires and more mergers and acquisitions (M&A), targeting a double-digit growth rate. "We've always been clear that ... |
| | | | ... trustee believes it is acting in the best financial interests of Prime Super members," it said. The accumulation and pension account members will pay $1 per week from June 1, down from the current rate of $1.50 per week. Member accounts will also be ... |
| | | | Edney Ryan Wealth Management, the advice arm of Edney Ryan Group, will merge with Minchin Moore Private Wealth, operating under the latter's Australian financial services licence. Both firms are headquartered in Mosman, NSW, and will maintain a ... |
| | | | Digital assets providers will be required to obtain an Australian financial services licence (AFSL) under new legislation. The Corporations Amendment (Digital Assets Framework) Bill 2025, which amends the Corporations Act 2001 and the Australian Securities ... |
| | | | ... "We will continue to drive the sustained change required to restore trust and confidence in ASX, and we will hold ASX to account to ensure these commitments are delivered in full." ASIC said while the work is underway, it is critical ASX continues to ... |
| | | | AZ NGA is expanding its footprint in regional New South Wales, partnering with integrated financial planning, accounting and mortgage broking business Back to Back Financial Planners in Young, NSW. It is the first major move following the appointment ... |
| | | | ... which is the investment bond, and you get the adviser that's providing the advice. And you've also got the managed account providers that are floating around the place as well," he says. "So, how do you get the ecosystem working together? Co-design ... |
| | | | ... module of Reimagining Retirement, research examining the global forces shaping the retirement system, found women will account for roughly 65% of Australia's total intergenerational transfers. At the same time, engagement from Gen Z and millennial cohorts ... |
| | | | APRA has imposed additional licence conditions on Fiducian over concerns the super trustee failed to ensure proper oversight of the investment options made available to members on its platform. The step by the regulator follows a thematic review of ... |
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