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Showing 231 - 240 of 10917 results for "Planning"

Aware Super, Barings spin-off BTR portfolio

MATTHEW WAI  |  THURSDAY, 13 NOV 2025
... BTR portfolio, initiated in February 2024, currently has a pipeline of over 2000 BTR dwellings under management or in planning across Sydney, Melbourne, Brisbane and Canberra. The portfolio comprises one completed and operational asset located in Dickson ...

Interprac sued over Shield, First Guardian failures

JAMIE WILLIAMSON  |  THURSDAY, 13 NOV 2025
ASIC is taking Interprac Financial Planning to court over its failure to ensure representatives acted in clients' best interests. It's also been accused of lacking adequate risk management systems. The regulator said it was because of "critical ...

Industry bodies offer Payday Super resources

KARREN VERGARA  |  TUESDAY, 11 NOV 2025
... "Simply put Payday Super is about paying super on payday. Don't wait until the last minute, we want employers to start planning for Payday Super now to ensure they are prepared for when the law takes effect." During the first year of the new legislation ...

Advice industry under strain amid crisis of inefficiencies: Elemnta

MATTHEW WAI  |  TUESDAY, 11 NOV 2025
... that is further eroding the sector's credibility and profitability." Elemnta said these numbers relate to retirement planning only, warning that other areas can also suffer similar inefficiencies. Further, the study revealed a stark divide in efficiency ...

Evidentia acquires practice management firm

ANGELIQUE MINAS  |  TUESDAY, 11 NOV 2025
... Evidentia's business consulting capabilities, it said. Encore has over 20 years of experience in supporting financial planning, accounting and mortgage broking businesses across Australia, including existing Evidentia clients. Key members of Encore's ...

Wealthy families double down on private markets: JP Morgan

RIDDHIMA TALWANI  |  MONDAY, 10 NOV 2025
... practice among the principals. Nearly 80% report using AI personally and 69% in their businesses, applying it on research, planning, legal analysis and strategy. "For some, it's a powerful tool for efficiency and insight; for others, its speed and scale ...

Super moves: AustralianSuper,HESTA, Rest

ELIZABETH FRY  |  THURSDAY, 6 NOV 2025
... as a risk and compliance analyst, he worked at ANZ in acquisitions and valuations, at the Department of Transport and Planning as a risk advisor, and earlier at EY. Hong told his social media network that it had been a pleasure working with colleagues ...

Drummond appoints chief commercial officer

ELIZABETH FRY  |  THURSDAY, 6 NOV 2025
... Australia, respectively. Cooke previously worked at North as a new business sales manager and also at Count and AMP Financial Planning in business development roles. Meanwhile, Grundy arrived from Colonial First State, where he was a business development ...

Advisers favour non-traditional equity exposures: Fidante

ANGELIQUE MINAS  |  THURSDAY, 6 NOV 2025
... anticipation of outperformance. Although, emerging markets have garnered a more risk-aware approach with only 23% of advisers planning to increase client allocations to this sector. Reedman credited this shift to a combination of broader market uncertainty ...

AZ NGA expands in South Australia

KARREN VERGARA  |  THURSDAY, 6 NOV 2025
AZ NGA has taken an undisclosed stake in Adelaide-based accounting and financial planning firm Oreon Partners. Established in 2014, Oreon Partners offers accounting, business advisory, tax and financial planning services to individuals and small-to-medium-sized ...