Search Results | Showing 1771 - 1780 of 18261 results for "Plan" |
| | | ... this will add to the unpredictability and inequity of the proposed tax, making it extremely difficult for superannuants to plan investments and manage liquidity. "Asset rich, income poor SMSF members will find it difficult to cover their additional tax ... |
| | | | ... NGI's board as an executive director. NGI explained that its growth over the past two years and the company's growth plan justifies the need for a full-time Australia-based chief executive. According to the global investor, the appointment is also ... |
| | | | ... administration providers," it explained. The fund is currently administered by OneVue and has been since its launch in 2014 as a sub-plan of the Grosvenor Pirie Master Superannuation Fund, a relationship that was retained after Future Super became a ... |
| | | | Tony Bongiorno, a veteran of the financial advice industry and founding partner of the Bongiorno Group, passed away on October 6. Bongiorno helped establish the Melbourne-based group, which specialises in providing financial advice to medical professionals ... |
| | | | Vista Financial Group has made its second acquisition this year as it eyes strengthening its presence in Melbourne. Founded in 2015 by Jason Chew, Orange Wealth, which largely services Millennials out of South Yarra, joins Beaumaris-based Vista. The ... |
| | | | Mason Stevens has appointed David Macri as head of asset allocation. Macri will report to Mason Stevens chief investment officer Jacqueline Fernley and continue to evolve the firm's outsourced CIO offering. Further, he will be responsible for the ... |
| | | | Five female advisers have received $2000 each from the Council of Australian Life Insurers (CALI) as it looks to boost the number of women in risk advice. The inaugural ReCALIbrate recipients include Zurich Assure financial adviser Kristen Genter, Platinum ... |
| | | | Justine Marquet will join Allianz Retire+ as its new head of technical services. Marquet brings over 20 years' experience in financial services, having worked in a variety of roles across product development, regulatory change, operations, and sales ... |
| | | | ... While 67% of Australians feel confident they'll be able to leave a legacy when they pass away, only 14% actually have a plan in place to do so, according to new research from Generation Life (Gen Life). In June, Gen Life commissioned global research ... |
| | | | New research finds that 75% of Australians earning $120,000 or less per annum feel financially confident with the help of a financial adviser compared to those who aren't advised. The survey of more than 1000 respondents canvassed by the Financial Planning ... |
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