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Showing 2051 - 2060 of 18261 results for "Plan"

Zurich, InterPrac, Sequoia back pro-bono advice

CASSANDRA BALDINI  |  WEDNESDAY, 31 MAY 2023
... sufficient financial resources for up to two weeks. "In addition, one in three people indicated they had no financial backup plan in these circumstances," she said. "Seeking and obtaining the right advice at the right time can make a significant and ...

Fractional farmland investing platform launches

CHLOE WALKER  |  TUESDAY, 30 MAY 2023
... Enda Foley said the platform would be a powerful new mechanism for agricultural landowners to draw capital from assets or plan for intergenerational transfer of ownership. "We know an historical challenge of the farm sector has been landholders owning ...

Count completes Affinia acquisition

CASSANDRA BALDINI  |  MONDAY, 29 MAY 2023
Count has completed its acquisition of Affinia Financial Advisers, growing its adviser network substantially. Through the acquisition, Count has acquired 75 financial advice practices from TAL, adding around 100 financial advisers to its community. ...

Rest extends Link partnership

JAMIE WILLIAMSON  |  FRIDAY, 26 MAY 2023
Link Group has officially renewed its mandate with Rest, with the industry fund signing on for another five years. In February, the administrator flagged it was in discussions with Rest and a renewal was likely. Today, it's confirmed a new contract ...

Brookfield looks to enter local BTR space

JAMIE WILLIAMSON  |  THURSDAY, 25 MAY 2023
Brookfield is planning its first Australian build-to-rent project, lodging a development application for a site in Brisbane. The project, to be built at Portside Wharf, includes 560 apartments of varying size just six kilometres out of the Brisbane ...

Super members want free advice: Survey

KARREN VERGARA  |  THURSDAY, 25 MAY 2023
Most members believe superannuation funds have an onus to provide support and financial advice to them at no cost, a new survey reveals. About 2000 super fund members sitting on a range of income brackets surveyed by robo-adviser Otivo said they are ...

Consulting triopoly dominates NFP super

JAMIE WILLIAMSON  |  WEDNESDAY, 24 MAY 2023
Australia's top three asset consultants dominate the not-for-profit superannuation sector, serving 84% of the market. According to Rainmaker Information, JANA, Frontier and Willis Towers Watson (WTW) now control 84% of the advised NFP superannuation ...

ASIC revokes Centurion subsidiary licence, suspends fund manager

ANDREW MCKEAN  |  WEDNESDAY, 24 MAY 2023
... wholesale client. The licence was suspended after Huntley Management failed to lodge financial statements and compliance plan audit reports for the 2021 and 2022 financial years for one of its managed schemes, RNY Property Trust. ASIC also found that ...

Could the anti-woke movement come to Australia?

ROSE MARY PETRASS  |  WEDNESDAY, 24 MAY 2023
At a recent conference, industry leaders delivered a stark warning to Australian companies and government to ensure that workers are not left behind in a just transition to net zero - or risk the kind of political polarisation and populism that has ...

Experience pathway could create two adviser tiers

KARREN VERGARA  |  TUESDAY, 23 MAY 2023
There are concerns that the proposed experience pathway legislation could create two tiers of financial advisers and confuse consumers about who is and isn't qualified to provide advice. As Treasury mulls over finalising education standards for ...