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Showing 221 - 230 of 3994 results for "Personal"

Retirement confidence highest since 2020: SSGA

MATTHEW WAI  |  TUESDAY, 3 JUN 2025
... expenses as the top three barriers negatively impacting their retirement confidence. "This highlights the tension between personal financial management and global macroeconomic uncertainty." Shead reinforced that many Australians are altering their plans ...

Superhero plans 'mass affluent' wealth play

JAMIE WILLIAMSON  |  MONDAY, 2 JUN 2025
... Winters said. "Our aim is to bridge that gap, giving people confidence and clarity without going down the often costly personal advice route. "Advice is one of the biggest unsolved challenges in our space. We haven't seen anyone truly crack the nut ...

Ironbark acquires family office firm

ELIZA BAVIN  |  FRIDAY, 30 MAY 2025
Ironbark Investment Partners has expanded its private wealth business with the acquisition of Mercury Private, a Sydney-based high-net-worth and family office firm. Established in May 2015, Mercury offers a range of financial services from investment ...

Quality over quantity: CareSuper on mergers

JAMIE WILLIAMSON  |  THURSDAY, 29 MAY 2025
The dust has barely settled on the merger that created CareSuper as it is today and chief executive Jason Murray is gearing up for another in mere months - but he's not looking to make a habit of it. On November 1, CareSuper and Spirit Super finalised ...

ASIC sues former director of crypto platform owing nearly $60m

MATTHEW WAI  |  THURSDAY, 29 MAY 2025
... also made separate transactions of up to $1.4 million and $2.6 million from the platform for various reasons, including personal loans. He was also found to have transferred approximately $1.8 million worth of bitcoins from an investor into his personal ...

New SMSF trustees drive financial advice uptake

ANDREW MCKEAN  |  WEDNESDAY, 28 MAY 2025
... 2023 to 155,000 in 2024. Despite this growth, most of the sector remains without an adviser. Vanguard Australia chief of personal investor Renae Smith said although Australia's SMSF sector is continuing to grow, the research for this year's report highlights ...

Count Financial class action dismissed

ELIZA BAVIN  |  WEDNESDAY, 28 MAY 2025
... that its advisers were acting in their clients' best interests and prioritising their clients' interests when giving personal financial advice and receiving commissions and/or benefits. Further, the class action alleged advisers charged some clients ...

AMP super class action finally hits court

JAMIE WILLIAMSON  |  TUESDAY, 27 MAY 2025
... Slater and Gordon said. The products called into question by the class action are: SignatureSuper Corporate SignatureSuper Personal SignatureSuper Allocation Pension/Term Pension SignatureSuper Select CustomSuper Employer SuperLeader AMP Flexible Lifetime ...

Aware Super cuts fees for retiree members

JAMIE WILLIAMSON  |  MONDAY, 26 MAY 2025
Aware Super is shaving up to 25% off administration fees for its retiree membership. The $190 billion fund is reducing the annual administration fee for retirement income and retirement transition members from June 1. The fee will drop from 0.23% of ...

Centrepoint Alliance locks in hundreds of Brighter Super advice clients

ANDREW MCKEAN  |  FRIDAY, 23 MAY 2025
Centrepoint Alliance, which entered into an agreement to acquire the advice book of Brighter Super, has confirmed that most eligible members opted to stay in the transition. Centrepoint Alliance snaped up the comprehensive advice book of ESI Financial ...