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Showing 281 - 290 of 11031 results for "Planning"

ATO to restrict travel over unpaid super obligations

ELIZA BAVIN  |  WEDNESDAY, 7 JAN 2026
... debt with the ATO and we've issued you with a DPO, you'll need to pay or make satisfactory arrangements to pay before planning your overseas travel. "The ATO strongly encourages taxpayers who cannot meet their obligations on time, to engage with us or ...

First Super chief to join rival as investment head

JAMIE WILLIAMSON  |  TUESDAY, 6 JAN 2026
... He's also previously served as executive general manager, member engagement at ESSSuper, and was head of financial planning at Bendigo and Adelaide Bank for four years.

CPP Investments, Goodman Group partner in $14bn data centre deal

RIDDHIMA TALWANI  |  TUESDAY, 23 DEC 2025
... real assets Max Biagosch said. Goodman Group said all projects provide speed to market with secured power connections, planning permits and substantially progressed site infrastructure works, enabling construction commencements by June 2026. "By combining ...

Diversa hit with additional licence conditions

ELIZA BAVIN  |  TUESDAY, 23 DEC 2025
... management. The additional licence conditions follow APRA's recent thematic review of the investment governance, strategic planning and member outcomes practices of superannuation trustees that offer platforms. Broadly, the review identified deficiencies ...

AFCA streamlines approach to over 1800 Shield, First Guardian complaints

MATTHEW WAI  |  MONDAY, 22 DEC 2025
... Meanwhile, the complaint for Financial Services Group Australia refers to inappropriate advice provided by 5 Point Financial Planning, formerly associated with Financial Services Group Australia, in recommending investments to both schemes. The remaining ...

Adviser of MWL, UGC banned for seven years

MATTHEW WAI  |  MONDAY, 22 DEC 2025
... Growth' or 'Growth' class of the Shield, which was not in his clients' best interest. Earlier this month, ASIC suspended MW Planning 's Australian financial services licence (AFSL) after it failed to appoint a new responsible manager. It follows the ...

RM Capital, SMSF Club to pay $925k over conflicted remuneration

RIDDHIMA TALWANI  |  FRIDAY, 19 DEC 2025
The Federal Court has ordered licensee RM Capital to pay a $575,000 penalty and its authorised representative SMSF Club to pay $350,000 over conflicted remuneration breaches. The penalties follow ASIC succeeding in its case against RM Capital in 2024 ...

Coastline Advice, Edge Advisory Partners to merge

ANGELIQUE MINAS  |  FRIDAY, 19 DEC 2025
... Jacobs. Led by Jacobs as chief executive, the new entity will provide financial advice spanning superannuation, retirement planning, personal insurance and mortgage broking, and will specialise in corporate super. AZ NGA executive general manager Chesne ...

Most read in 2025: Financial advice

STAFF WRITER  |  FRIDAY, 19 DEC 2025
There was no shortage of news impacting the financial advice community this year, with advisers bearing the brunt of negative sentiment in the wake of First Guardian and Shield collapses. But there were some bright spots throughout the year, including ...

Frontier recruits operating chief

ELIZABETH FRY  |  THURSDAY, 18 DEC 2025
... business, not just our new capability. She will also join our Leadership Team and bring a fresh lens to our strategic planning and financial oversight." At the same time Frontier has added further depth to its junior ranks with two new analysts set to ...