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Showing 261 - 270 of 3995 results for "Personal"

DBFO reforms package 'pretty disappointing': FAAA

ANDREW MCKEAN  |  TUESDAY, 25 MAR 2025
... amounts for advice they aren't actually receiving - including members who've sought, and paid for, their own personal financial advice but must still pay for the collectively charged advice provided to other members...," she said. The other area ...

Tranche 2 of DBFO dumps SOAs, enables 'nudges'

JAMIE WILLIAMSON  |  FRIDAY, 21 MAR 2025
... it relates to contributions, investment options, insurance held through super, and retirement income. In terms of what personal circumstances may be considered in the provision of that advice, Treasury has suggested the member's cashflow and household ...

Vanguard ETFs record most consistent monthly net flows: Research

ANDREW MCKEAN  |  FRIDAY, 21 MAR 2025
... part of a savings plan, through superannuation or other mechanisms. This could be supported by the success of Vanguard Personal Investor, which allows investments from $200 with no brokerage fees, creating a recurring source of funds that's reflected ...

AMP staff surveillance slammed by FSU

ELIZA BAVIN  |  FRIDAY, 21 MAR 2025
... number of additional hours for no additional pay. A privacy clause was also included which allows AMP to give away the personal information of its employees to a third party. This includes using workers' personal data for whatever suits their business ...

CFS Edge, North enhance platform capabilities

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
Colonial First State (CFS) and AMP have announced updates to their respective managed accounts (MAs) platforms - CFS Edge and North - bringing new international investment options and technological advancements. The CFS Edge platform has expanded its ...

ASIC freezes assets Shield, First Guardian marketer

KARREN VERGARA  |  WEDNESDAY, 19 MAR 2025
... Falcon Capital, wind up the First Guardian Master Fund, and impose a receiver and manager to director David Anderson's personal property. Falcon is also the responsible entity of the Chiodo Diversified Property Development Fund.

Falcon Capital, First Guardian Master Fund set for liquidation

KARREN VERGARA  |  TUESDAY, 18 MAR 2025
... Capital, wind up the First Guardian Master Fund, as well as impose a receiver and manager to director David Anderson's personal property. The regulator has put into motion the applications to the Federal Court while it continues to investigate allegations ...

CareSuper to merge with meat industry fund

ANDREW MCKEAN  |  MONDAY, 17 MAR 2025
CareSuper is set to merge with a $1 billion industry fund with 56,000 members. The $56 billion super fund, which has around 550,000, has struck a binding agreement to merge with the Meat Industry Employees' Superannuation Fund (MIESF). CareSuper chair ...

Family office appoints inaugural chief executive

JAMIE WILLIAMSON  |  TUESDAY, 11 MAR 2025
... to lead her family office and philanthropic venture, founded in 2023. Through Coaxial, Forrest will redistribute her personal wealth, particularly in support of disadvantaged children, families and communities. Its first major program, Project Oasis ...

IAM mandate grows to $130m

KARREN VERGARA  |  MONDAY, 10 MAR 2025
... and credit funds. The deal announced on February 26 initially sought a minimum of $125 million to fund MoneyMe's personal loan and credit card offerings. This has now increased to $130 million due to "robust demand across all tranches" that resulted ...