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Showing 1561 - 1570 of 10929 results for "Planning"

Tax Practitioners Board adds two new members

ANDREW MCKEAN  |  WEDNESDAY, 6 APR 2022
... communities. He has been a board member of the Gaming and Wagering Commission of WA and director of Dobson Financial Planning. The chair of the TPB, Ian Klug, welcomed and congratulated the two new members. "These appointments will ensure that the TPB ...

Tax, welfare reform on election agenda

ELIZABETH MCARTHUR  |  TUESDAY, 5 APR 2022
... navigating a relationship breakdown, dealing with the tax implications of a death in the family, winding up a business or planning a retirement," senior tax advocate for CA ANZ Susan Franks said. "In the middle of such stressful, expensive events, Australians ...

Border rule-breaking former adviser banned

JAMIE WILLIAMSON  |  TUESDAY, 5 APR 2022
... Northern Territory using false documents. Police acted on an anonymous tip-off. Less than a month later, Capstone Financial Planning - his licensee - revoked his authorisation after he was convicted of failing to comply with a direction under the Emergency ...

Aussie instos commit $50bn to UK projects

JAMIE WILLIAMSON  |  FRIDAY, 1 APR 2022
... their members, and other long-term investors. We have been investing in core UK infrastructure for decades and now are planning to almost double our investment over the next five years," IFM Investors chief executive David Neal said. "We believe the ...

Clients place more value on human advice: Vanguard

CHLOE WALKER  |  FRIDAY, 1 APR 2022
A recent survey of US investors found the perceived value-add to annual performance was 5% when advice was provided by a human compared to 3% for digital-only. Surveying more than 1500 US investors who used a human adviser, digital service or both ...

Credit market outlook strong: ABDO

CHLOE WALKER  |  WEDNESDAY, 30 MAR 2022
Despite uncertainty caused by global political issues, the 2022 credit market is looking good, says Investors Mutual Limited senior investment specialist, global equities Peter McPhee. Addressing the crowd at Sydney's Advisers Big Day Out event ...

New scaled advice offering launches

JAMIE WILLIAMSON  |  TUESDAY, 29 MAR 2022
A new digital, scalable financial advice solution has launched to help advisers cater to those who don't require a comprehensive offering. Scientiam, founded by Arch Capital managing director Nigel Baker, aims to assist advisers in servicing clients ...

Blacktower launches in Australia

JAMIE WILLIAMSON  |  MONDAY, 28 MAR 2022
After flagging its intention to establish a local presence, global firm Blacktower Financial Management Group has launched in Australia. Blacktower first gained its AFSL and publicised its plans for Australian operations in October last year. The Blacktower ...

AvSuper marks strong EOI response, adds to board

JAMIE WILLIAMSON  |  MONDAY, 28 MAR 2022
... practice for more than two decades before retiring in early 2021. Among other things, Coogan is well versed in strategic planning and fund mergers, expertise that will come in handy as AvSuper considers its options. "David brings us a wealth of experience ...

ASIC releases latest adviser exam results

JAMIE WILLIAMSON  |  FRIDAY, 25 MAR 2022
Just 32% of the financial advisers that sat the exam in February have passed. Releasing the results of the February exam on Friday, ASIC said 32.4% or 108 of the 333 advisers in the sitting were successful. Of the February candidates, 73% were sitting ...