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| | | ... Meanwhile, factor allocations continue to rise, with 41% of respondents increasing allocations over the past year and 39% planning an increase in the next year. Only 1% of respondents decreased allocations to factors over the past year. "The fact that ... |
| | | | ... "The transfer process itself, however, isn't always straight-forward, and that can be exacerbated when a lack of robust planning puts members at risk of a protracted, costly or failed transfer that fails to improve their outcomes. "With industry consolidation ... |
| | | | The insurer has unveiled a new digital platform that promises to keep track of all Professional Year requirements and achievements. Developed by TAL's Risk Academy team, in collaboration with several licensees, PY Manager allows licensees, financial ... |
| | | | ... improvement of $94,655 from last year's result, as it gears up for the vote on its proposed merger with the Financial Planning Association of Australia (FPA). Total revenue was down 2% on last year to $3 million, and total expenses increased 1% to ... |
| | | | ... largest holds over $400 million in assets. "If the objective of super is to provide a tax-preferred means for estate planning, you could say it is doing its job," he said. Jones explained the concessional taxation of funds like these has a real cost ... |
| | | | ... retirement," she said. The cost-of-living crisis has made it especially hard to plan for, she added. Optimum Pensions' ' Planning for retirement with confidence ' report noted that when it comes to retirement planning there's no crystal ... |
| | | | ... gets harder to effectively allocate that capital. How is this for a $30 billion fund? Is that a perfect size, or are you planning to grow organically or through a merger? We certainly believe that, as a $30 billion fund, we are big enough to leverage ... |
| | | | ... proposed domestic law reform and guidance, "informed by our engagement with international and domestic stakeholders," and planning for the future "by further developing ASIC's medium to long-term strategic approach in this space, and by strengthening ... |
| | | | The Financial Planning Association of Australia's (FPA) membership has fallen to 10,954 members from 11,811 last year, and the association has recorded a before-tax deficit of $1.2 million for the year ended June 30. FPA member numbers decreased ... |
| | | | A new paper from the Quality of Advice Review recommends life insurance commissions be retained, but additional disclosure rules be introduced to ensure clients consent to the payments. In August, the first proposals paper from the Quality of Advice ... |
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