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Showing 141 - 150 of 11031 results for "Planning"

InterPrac targets First Guardian victim, disputes AFCA ruling

KARREN VERGARA  |  FRIDAY, 15 MAY 2026
InterPrac Financial Planning is taking action against a former client and victim of the First Guardian Master Fund collapse for an Australian Financial Complaints Authority (AFCA) determination it is vehemently contesting. The new proceeding comes off ...

Aequitas hires former Vanguard consultant

MICHELLE BALTAZAR  |  THURSDAY, 14 MAY 2026
... the group said that Stephan will lead their existing asset consulting relationships with dealer groups and financial planning firms, advising on portfolio construction, governance and investment strategy. "He brings deep experience across investment ...

Aware Super strengthens support for financial advisers

MATTHEW WAI  |  THURSDAY, 14 MAY 2026
Aware Super is introducing better support to financial advisers as it antes up the delivery of education with licensees and advisers, in a move to expand its advice relationships capability. To better focus on the initiative, the $235 billion super ...

Sequoia delays dividend amid InterPrac sale uncertainty

ELIZA BAVIN  |  THURSDAY, 14 MAY 2026
Sequoia Financial has advised the payment date for the previously declared interim dividend will be delayed from May 15 to June 3. The interim dividend was previously delayed pending the proposed sale of InterPrac to Conquest Investment Partners; however ...

Adviser ban stretched to 2028 in ASIC deterrence win

RIDDHIMA TALWANI  |  WEDNESDAY, 13 MAY 2026
The Administrative Review Tribunal (ART) has prohibited Stephen Rogers from being registered as a financial adviser for another three years. Melbourne-based Stephen Rogers, a representative of United Global Capital, had been prohibited from registering ...

Investors the biggest losers in 2026 Budget

KARREN VERGARA  |  WEDNESDAY, 13 MAY 2026
... that at 25%, the case for a discretionary trust collapses to non-tax considerations. Asset protection and succession planning remain valid reasons to choose a trust. Tax efficiency is no longer one of them," Jayawardena said. "We expect a meaningful ...

Minimum 30% tax for discretionary trusts

KARREN VERGARA  |  TUESDAY, 12 MAY 2026
... that made total business income of $489 billion. While there are legitimate reasons to use trusts, such as succession planning and asset protection, Chalmers reasoned that such arrangements "provide opportunities to pay a lower rate of tax that are not ...

Budget doubles down on housing supply with $2bn infrastructure push

VINNY VUCAGO  |  TUESDAY, 12 MAY 2026
... infrastructure to $6.3 billion since taking office. Access to funding will be tied to state and territory commitments to further planning and productivity reforms, including faster approvals processes, greater land availability and simplification of ...

Government plans 'standardised' assessment for NDIS

RIDDHIMA TALWANI  |  TUESDAY, 12 MAY 2026
... for social, civic and community participation and capacity building daily activities will be reset and New Framework Planning will deliver more equitable, consistent and sustainable participants plans from 1 April 2027," the budget read. The government ...

ASX not in a rush to pick next chief executive: Chair

RIDDHIMA TALWANI  |  TUESDAY, 12 MAY 2026
... the Australian Shareholders' Association 2026 Investor Conference in Melbourne last week, Clarke said succession planning is one of the most important decisions the board makes and it must have a long-term view for it. "It's almost a proxy for ...