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Showing 121 - 130 of 5643 results for %22Money%22

ReCALIbrate grant winners announced

CHLOE WALKER  |  MONDAY, 9 OCT 2023
... Skye Wealth financial adviser Azaria Bell, Fox & Hare Financial Advice financial planner Trish Gregory, and Adele Martin - Money Mentor director and senior financial adviser Adele Martin. The five winners will each receive $2000 grants to attend the ...

Aussies largely unsure of legacy plan: Research

CHLOE WALKER  |  FRIDAY, 6 OCT 2023
... is Australia's number one financial goal, however 23% of those aged over-50 are worried that they'll run out of money in their older years. What's more, over-50s are trying to plan their financial legacy on their own, with just 18% relying ...

Smart beta 'taking over' active management share: VanEck

ANDREW MCKEAN  |  THURSDAY, 5 OCT 2023
... feasibly continue, with 99% of advisers satisfied with their smart beta investments, and 83% seeing it as good value for money. "The popularity of smart beta in Australia is part of a broader global trend, with professional investor take up of smart ...

ASIC bans former risk adviser

CASSANDRA BALDINI  |  THURSDAY, 5 OCT 2023
... Australia Pty Limited (IAA). ASIC found that from 30 July 2019 to 12 February 2021, Durant instructed clients to deposit money, intended as payment of insurance premiums, into his personal bank account or Assurance Corp's business account, and not ...

Allianz Retire+ launches retirement solution for super funds

ANDREW MCKEAN  |  WEDNESDAY, 4 OCT 2023
... life addressing the biggest concern for Australian retirees living frugally in retirement due to fear of running out of money. "Partnering with an established life company enables super funds to tap into the global expertise of Allianz's network of actuaries ...

AZ NGA acquires stake in $1bn advice firm

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2023
... (clients) who are diligently setting funds aside for their kids have expressed that their kids don't have the tools to manage money," TWD financial adviser Dawn Thomas said in launching the initiative. It will host a session for parents and grandparents ...

Cbus scolded over 'most galling conflict' in super

ANDREW MCKEAN  |  TUESDAY, 3 OCT 2023
... HAFF, as announced by Swan last year. He questioned the rationale behind the commitment of $500 million of members' money to the HAFF, when the fund itself appears to have had "major doubts" about the bill. "Mr Swan and his board have a duty to put ...

Super tax break changes open for consultation

KARREN VERGARA  |  TUESDAY, 3 OCT 2023
... will then be used to reduce the amount of super earnings in future income years. "The change will not alter the amounts of money people can put into super, and it applies to future earnings - it's not retrospective," Chalmers said. "The amendments ...

Skynet adviser stole $10.2m: Court

KARREN VERGARA  |  THURSDAY, 28 SEP 2023
... accounts to make property investments. Some of the victims were unaware that he had such access. Nugara would then transfer money from these SMSF accounts into his personal accounts. Nugara convinced clients that he was developing properties from which ...

Former adviser lands in jail

KARREN VERGARA  |  TUESDAY, 26 SEP 2023
... misappropriating $1,056,685.18 by either helping clients set up or maintain self-managed super funds. Sebo used all the money to feed his gambling habit between July and August 2019 while he was sole director and shareholder of Platinum Perpetual Global ...