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Showing 241 - 250 of 4065 results for "Personal"

Treasury launches retirement phase consultations

KARREN VERGARA  |  FRIDAY, 8 AUG 2025
Treasury has launched two consultations relating to the retirement phase, one of which seeks the right metrics and indicators to create transparency and improve retirement outcomes. The proposed Retirement Reporting Framework will require trustees to ...

New chief executive takes IFPA helm

STAFF WRITER  |  WEDNESDAY, 6 AUG 2025
... head of membership and marketing. "Ky brings to the role not only a strong grasp of organisational priorities but also a personal passion for advancing the accounting and financial services professionals servicing the small-to-medium enterprise sector," ...

Commonwealth Private, JPMAM launch Private Wealth Advantage

KARREN VERGARA  |  TUESDAY, 5 AUG 2025
Commonwealth Private has partnered with J.P. Morgan Asset Management (JPMAM) to launch Private Wealth Advantage, a self-directed investment option for wholesale investors. Private Wealth Advantage is a multi-asset class wealth offering that includes ...

Guilty plea entered in Ponzi scheme case

JAMIE WILLIAMSON  |  TUESDAY, 5 AUG 2025
... that time, it believed at least $2.5 million had been obtained from investors. Arandez had used the funds for his own personal expenses and to pay returns to other investors, it alleged. He was finally charged in June 2023. Arandez faces a maximum sentence ...

Aware Super, TelstraSuper explore merger

ELIZA BAVIN  |  FRIDAY, 1 AUG 2025
Aware Super and TelstraSuper have announced the signing of a non-binding Memorandum of Understanding (MOU) to explore a potential merger between the two superannuation funds. The proposed merger would create a combined profit-to-member fund with approximately ...

'We're proceeding' with Div 296: Chalmers

ELIZA BAVIN  |  THURSDAY, 31 JUL 2025
... Spender held her own roundtable last week discussing the need for tax reform. Spender said the government's reliance on personal income tax was unfairly affecting young people. In response, Chalmers welcomed the input saying Spender was approaching the ...

Adviser banned for PRP supervision failures

MATTHEW WAI  |  THURSDAY, 31 JUL 2025
... statement of advice provided by the provisional relevant provider to a retail client," ASIC said. PRPs can only provide personal advice to retail clients on a supervised basis during their professional year.

Sequoia resumes trading after ASX query

ELIZA BAVIN  |  WEDNESDAY, 30 JUL 2025
... Merhi were authorised representatives of InterPrac. ASIC said certain authorised representatives of Venture Egg provided personal financial product advice to consumers who invested in the Shield Master Fund and the First Guardian Master Fund.

Rest calls for super performance test reforms

ELIZA BAVIN  |  TUESDAY, 29 JUL 2025
... membership and has recommended using evidence-based modelling of long-term economic growth and impact on Australians' personal financial situations, including climate scenarios; and prioritising the issue of intergenerational equity. "We represent around ...

Lipman Burgon taps former Koda Capital head of research

MICHELLE BALTAZAR  |  MONDAY, 28 JUL 2025
... of Lipman Burgon's growth. "The firm's combination of governance discipline, behavioural insight, and deeply personal advice sets it apart," he said.