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Showing 1451 - 1460 of 10929 results for "Planning"

Aussie investment habits improving: Superhero

CHLOE WALKER  |  WEDNESDAY, 10 AUG 2022
According to a survey of Australian investors, 50% are planning on investing this year's tax return in the stock market. Superhero surveyed 1300 investors who expected to receive a tax return. This figure increases to 59% of female Superhero investors ...

Advice firms to spend $70k more on technology: Report

JAMIE WILLIAMSON  |  WEDNESDAY, 10 AUG 2022
... they would use an end-to-end solution if it saved time and guaranteed less errors. They also said existing financial planning software providers are best placed to deliver such a solution.

Government strengthens multinationals tax laws

CASSANDRA BALDINI  |  MONDAY, 8 AUG 2022
... government issued its multinational tax integrity package which aims to stop MNEs from adopting increasingly sophisticated tax planning practices. "MNEs can take advantage of the differences between jurisdictions' tax systems to minimise their tax paid ...

APRA releases annual corporate plan

CASSANDRA BALDINI  |  MONDAY, 8 AUG 2022
... interests duty' (BFID) obligations, investment governance, successor fund transfers and financial resilience, strategic planning and business performance review practices, insights and actions. To further strengthen the super industry, it will maintain ...

Activus SMAs now available to more advisers

JAMIE WILLIAMSON  |  FRIDAY, 5 AUG 2022
Activus Investment Advisors is making its suite of SMA portfolios available on platform for the first time, partnering with Macquarie Wrap. The Activ-ator range was launched four years ago, comprising multi-asset portfolios with four risk profiles ranging ...

Super fund climate risk assessment results released

RACHEL ALEMBAKIS  |  FRIDAY, 5 AUG 2022
... of five boards oversee climate risk on a regular basis, while 63% have incorporated climate risk into their strategic planning process. Further, 73% of responding entities said they had one or more climate-related targets in place, but 23% of institutions ...

AMP Capital appoints investment director

CASSANDRA BALDINI  |  THURSDAY, 4 AUG 2022
... "Dan's understanding of aviation as a previous strategy leader at Melbourne Airport, where he managed annual strategic planning and forecasting, shareholder relationship management and major customer negotiations underpins his sector credentials ...

Advisers receive guidance on rights under FSCP

JAMIE WILLIAMSON  |  THURSDAY, 4 AUG 2022
ASIC has released guidance regarding the function of the Financial Services and Credit Panel, outlining the actions it may take and the rights of financial advisers who are subject to a hearing or disciplinary measure. In December, ASIC outlined the ...

APRA to improve strategic planning, member outcomes rules

JAMIE WILLIAMSON  |  MONDAY, 1 AUG 2022
APRA is revisiting the design of its rules governing strategic planning and member outcomes in superannuation, including strengthening the way in which outcomes are assessed, closer monitoring of financial resources and new rules to follow when a MySuper ...

TAL completes acquisition of Westpac Life

CASSANDRA BALDINI  |  MONDAY, 1 AUG 2022
TAL Dai-ichi Life Australia Pty Limited has completed its acquisition of Westpac's life insurance arm, almost one year after it was announced. From today all of Westpac's life insurance business and existing policies will transfer over to TAL Group. ...