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| | | ... executive roles but will stay on the board and remain an investor in the boutique's funds. Tynan's resignation is for personal reasons, according to VGI. Following his departure, the VGI Partners investment team will report directly to Robert ... |
| | | | ... deduction. "Withdrawing your super early and then recontributing that amount back into your super fund and claiming a personal super contribution deduction can result in a range of tax outcomes," it said. "You should ensure that you comply with the eligibility ... |
| | | | ... ATO warned. "Withdrawing your super early and then recontributing that amount back into your super fund and claiming a personal super contribution deduction, can result in a range of tax outcomes." The ATO said individuals may face paying additional ... |
| | | | ... considering using robo-advice in the future," Peker said. "The recent launch of solutions like CommSec Pocket and Vanguard Personal Investor gives Australians greater access to low cost, diversified portfolios. "But to stand out, providers must demonstrate ... |
| | | | Vanguard has appointed a new lead for its Personal Investor business, as the incumbent steps down for opportunities abroad. Balaji Gopal has been appointed as Vanguard Australia's new head of Personal Investor, and will also join the investment ... |
| | | | The first virtual Financial Standard MAX Awards will go live from 6pm tonight, celebrating the best and brightest in advertising, marketing and sales. Now in their 25th year, and first as a virtual event, the MAX Awards will be presented online hosted ... |
| | | | Australians are taking a more active interest in their insurance and superannuation, as the impact of COVID-19 on personal finances continues to be felt, according to MetLife. The new research from MetLife found one in four Australians, or 28%, have ... |
| | | | Within the next decade, the number of superannuation funds serving Australians will drop by 60%, according to a new KPMG report. New KPMG research shows the 217 APRA-regulated superannuation funds will shrink to 138 within the next five years, with ... |
| | | | ... "This is an appropriate approach and acknowledges the relationship between a client and their financial planner is a personal relationship, not one between an AFSL and the client. "Future reforms to the regulation of financial advice should occur through ... |
| | | | Magellan Financial Group will use Atlanta-based BasisCode Compliance LLC as the provider of its personal trading system. Magellan will implement BasisCode's Essential, Personal Trading Manager and Insider Trading Manager products. The ASX-listed fund ... |
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