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Showing 251 - 260 of 4650 results for "financial advisers"

Aged care reforms pushed to November

JAMIE WILLIAMSON  |  THURSDAY, 5 JUN 2025
... ready and prepare operations for an orderly transition." The reforms have also been a point of concern for financial advisers, with the BT Technical team seeing more than 1100 advisers register for a recent webinar on the topic. Challenger's head of ...

LGT Crestone, AUSIEX acquisitions finalised

KARREN VERGARA  |  TUESDAY, 3 JUN 2025
... solutions. AUSIEX chief executive Patrick Salis said with this transaction, AUSIEX will "provide local institutions, financial advisers, family offices, SMSF and high-net-worth and wholesale investors with one of the most comprehensive investments trading ...

Count Financial class action dismissed

ELIZA BAVIN  |  WEDNESDAY, 28 MAY 2025
... has successfully defended itself against a class action which was filed in 2020 alleging it failed to ensure financial advisers were acting in their clients' best interests. The case has been before the court for just shy of five years, with Justice ...

Industry groups hammer out guidance on tax-deductible advice fees

ANDREW MCKEAN  |  MONDAY, 26 MAY 2025
... ratified by the accounting associations. "The implications of the updated ATO guidance are important for both financial advisers and accountants. We've worked together with the accounting associations so that the guidance is practical and consistent ...

Alternatives spark 'real' opportunities for HNW advisers

MATTHEW WAI  |  TUESDAY, 20 MAY 2025
... where 70% had engaged with financial professionals in the past year, and 84% of those are opting to work with financial advisers, establishing fruitful opportunities for advisers. "There's a real opportunity for advisers to lead the conversation, particularly ...

Advice bodies want efficiency, long-term solutions from Mulino

KARREN VERGARA  |  WEDNESDAY, 14 MAY 2025
... urgently address the issues with the CSLR, which result in unfair and inappropriate allocation of costs to financial advisers, and ultimately increase costs and reduce accessibility of advice for all Australians. The Financial Advice Association Australia ...

NAB MySuper class action settlement approved

JAMIE WILLIAMSON  |  WEDNESDAY, 14 MAY 2025
... in 2016. It was alleged members were left idling in products that attracted higher fees and commissions to financial advisers that would have been banned in a MySuper option. The action alleged the delay impacted about $6.8 billion in accrued default ...

HESTA members to keep paying fees as disruption continues

ELIZA BAVIN  |  MONDAY, 12 MAY 2025
... spokesperson said the move is "expected to help keep costs down in the long-term for members". Still, members and financial advisers have been left frustrated. "I have seen large back office overhauls many times in my career, it's never involved ...

Former financial adviser charged in alleged $160k super fraud case

ANDREW MCKEAN  |  FRIDAY, 9 MAY 2025
... deception. He was granted conditional bail to appear at Blacktown Local Court on June 16. According to the Financial Advisers Register, Popal first provided financial advice in 2004 and was previously an authorised representative for Alpha Investment ...

Reducing super tax cap to $2m 'a concern': FAAA

ELIZA BAVIN  |  FRIDAY, 9 MAY 2025
... that allows large superannuation funds to deduct advice costs from member accounts - a luxury not available to financial advisers, who must charge clients directly and meet strict disclosure requirements." Burgess warned that the model risks entrenching ...