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| | | To ensure clients end up with a comfortable retirement, financial advisers prioritise providing a solid plan and boosting their superannuation literacy, a survey shows. Polling the audience at the 2026 SMSF Association National Conference in Adelaide ... |
| | | | ... There's a lot of manual stuff being done [and] a lot of staff who have no idea what they're doing," she said. Another set of "offenders" are aged care providers. "We are seeing clients go to aged care providers who are doing calculations with ... |
| | | | ... Meanwhile, new research from Dementia Australia estimates that those living with dementia in 2026 increased to 446,500 and is set to more than double by 2065. Many clients of financial advisers, lawyers and accountants will be affected, Hacker said ... |
| | | | ... He joins from Ascalon Capital Partners, where he was head of private markets for seven months helping the asset consultant set up that function. But Davis is perhaps most recognised for his more than two decades at Zenith Investment Partners, At Zenith ... |
| | | | ... was also a member of the investment leadership team. Most recently, Michael worked at Redholme Advisory, a consultancy he set up when he left HESTA. Before his four years with the superannuation fund, Sommers spent seven years at Frontier Advisors as ... |
| | | | ... around $325,000. But it's the booming private equity sector that is dishing out the big bucks, with managing directors set to take home around $412,000 a year plus super. However, the most sought-after professionals are those working within risk ... |
| | | | ... justify recommending an SMSF "without exploring what that notion of control meant to the client." In one case, an adviser set up an SMSF for a client to facilitate investments into an in-house managed account. This is the point where SMSF advice and ... |
| | | | ... uninformed," Clack said. "When we talk about advice, we have to understand that there is an advice gap in Australia. If I want to set up an SMSF to invest in property and go to my financial adviser, they cannot advise on the property," she said, noting ... |
| | | | MA Financial has acquired the Republic Hospitality portfolio in Queenstown for the MA NZ Growth Fund, an investment option for its Active Investor Plus (AIP) Visa program to streamline the pathway to residency for high-net-worth investors. The MA NZ ... |
| | | | ... The race to deliver the best solutions for financial advisers catering to the high-net-worth (HNW) and retiree segments will set platform providers apart, according to SuitabilityHub. The annual Platform Market Wrap Report revealed HNWs are the "strategic ... |
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