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| | | ... footprint and continuing to invest in an all-in-one platform that gives clients a holistic view of their wealth across personal and SMSF accounts," Korfits said. Under his watch, Korfits said Totality will accelerate an institutional-led strategy focused ... |
| | | | ... fixed income protection cover will not see their monthly cover amount change. If you or anyone you know is experiencing a personal crisis or having suicidal thoughts help is available through Lifeline Australia. Call 13 11 14 or visit Lifeline Austra ... |
| | | | ... Petrovic argued the banning did not follow precedented scenarios and it was "overly harsh", citing there were adverse personal consequences of the ban which resulted in "serious repercussions, including loss of employment and inability to support dependents." ... |
| | | | ... it to select a case that "best represents" the group. In the FSGA lead decision, AFCA found the complainant received personal advice in October 2023 to roll over their existing superannuation into a newly created self-managed superannuation fund (SMSF). ... |
| | | | ... efficiency. The upgrade allows advisers to be onboarded in just 2.5 minutes, new investors in an average of 4.5 minutes, and personal details to be updated in as little as 30 seconds, the firm explained. The program will also support Centric's transition ... |
| | | | Equity Trustees (EQT) is standing firm on defending itself against culpability for the Shield Master Fund collapse and ensuing investor losses, blaming ASIC for not doing its job, as well as third-party providers for their failures. Releasing its Summary ... |
| | | | Use of a service that allows hesitant members to dip their toes in to receiving financial advice is expected to almost double in 2026, with 15% seeking intra-fund advice since the inception of its Super Specialist program. Commonwealth Superannuation ... |
| | | | ... total to nine. The qualifications standard came into effect on January 1, under which an adviser can no longer provide personal advice if they have not completed a course or qualification on the approved list. As at 20 November 2025, there were 15,469 ... |
| | | | ... done with care, especially given the sensitive nature of member data. "Super funds are custodians of vast amounts of personal information. That data must be protected with the highest standards of safety and governance," he adds. That in turn has led ... |
| | | | ... AFSL and banned its former chief executive Joel Hweish for 10 years in August 2024 in relation to providing conflicted personal advice concerning highly speculative investments. From its findings, ASIC believes that Van Coppenhagen is not a fit and proper ... |
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