Search Results | Showing 201 - 210 of 3994 results for "Personal" |
| | | AMP North has partnered with BlackRock and Lonsec to launch a model portfolio offering. North introduced its "market first" 'Blend' capability today, which enables advice practices to customise assets within model portfolios. The latest model portfolios ... |
| | | | ... than $2.0 million there are approximately 611,823 small companies (2,447,295 * 25%) that would require SMSF funding or personal contributions. "As personal contributions come from the individual where they would be liable for taxation costs on unrealised ... |
| | | | Legalsuper expects to close out the financial year with a return of more than 11% for its MySuper product. The super fund predicts FY25 will see a return of at least 11% for its MySuper Balanced option, while the High Growth option should return about ... |
| | | | First Super has bid farewell to its deputy chief executive and is now on the hunt for a successor. After four years with the industry fund that serves people in the furniture and joinery, pulp and paper and timber industries, Michelle Boucher has taken ... |
| | | | Desktop Broker, part of Bell Financial Group, has partnered with direct indexing platform Briefcase to deliver direct indexing capabilities and institutional-grade ETF model portfolios to financial advisers and wholesale investors. With direct indexing ... |
| | | | Asset managers continue to face existential challenges amid the rise of passive funds, fee compression and difficulty in generating alpha, a new report from Citi shows, forcing them to rethink their business models and value propositions in the future. ... |
| | | | ... unprecedented to have unindexed thresholds in our tax system," Moloney said. "The most important tax thresholds there are the personal income tax scales. They're not indexed, right? And we have recurring debates about whether they should be reset." Moloney ... |
| | | | ... meet the qualifications standard looms, and it remains unclear how many advisers will be properly qualified to provide personal financial advice on 1 January 2026," ASIC commissioner Alan Kirkland said. "It's possible that some of these relevant providers ... |
| | | | ... requests or newly opened accounts are observed; and conducting further due diligence when clients add or request changes to personal information such as postal/email addresses and bank accounts, including, where possible, checking that bank accounts ... |
| | | | ... director candidates and opposed the inclusion of highly subjective terms such as reputational risk, perceived conflicts, and personal affiliations, in the prudential standard on fitness and propriety assessments. SMC chief executive Misha Schubert said ... |
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