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Showing 11 - 20 of 40 results for "Downsizing"

Down but not out: Top advisers adapt

ELIZABETH MCARTHUR  |  MONDAY, 26 AUG 2019
... just 19 new advisers registered on the ASIC FAR. Much of the movement is attributable to large institutions culling or downsizing their wealth operations. After exiting personal advice, Westpac lost 338 advisers since February - the most of any licensee. ...

Praemium revenues inching towards $50m mark

KANIKA SOOD  |  MONDAY, 13 AUG 2018
... including UK regulatory consulting for MIFID11 and GPDR implementations, UAE fund registrations and completion of Asia-downsizing.

NAB to divest MLC

ALEX BURKE  |  THURSDAY, 3 MAY 2018
... Australia's large financial institutions would gradually reduce their exposure to the wealth space. He said they were downsizing their mergers and acquisitions teams and wrapping up dealer groups, as AMP did with Genesys. "I think it's a pretty strong ...

Changing nature of advice to benefit institutions

JAMIE WILLIAMSON  |  WEDNESDAY, 31 JAN 2018
... longevity gap as more and more mature age Australians are living longer," Tynan said. "These clients may need to consider downsizing the family home and moving to smaller premises, a sea or country change, or moving part-time or permanently overseas. ...

Salt reveals retirement hotspots

EMMA RAPAPORT  |  WEDNESDAY, 6 DEC 2017
... at its recent conference in Sydney, the report shows that Australian retirees who own property in capital cities are downsizing to regional and seaside towns. Foster-Tuncurry, a coastal town 300 kilometres north of Sydney, is the top sea change hotspot ...

Rethink the great Australian dream: Report

EMMA RAPAPORT  |  WEDNESDAY, 30 AUG 2017
... improving protections for long-term renters, and further relaxing rules around the means testing of income received from downsizing in situations where it results in greater housing density. Commenting on the report, the Property Council of Australia ...

Housing affordability depresses confidence: Westpac

EMMA RAPAPORT  |  THURSDAY, 17 AUG 2017
... indicated that Bills to enact the Budget 2017 housing policies - the first home super savers scheme and the residential downsizing incentives - may not reach Parliament before the end of the year (link story). Experts have also warned of the risks of ...

First home super scheme may not make it to parliament in 2018

EMMA RAPAPORT  |  TUESDAY, 8 AUG 2017
Bills to enact the First Home Super Savers Scheme, residential downsizing incentives, and a raft of additional superannuation and retirement policies announced following this years' Budget may not be introduced to Parliament before the end of the year. ...

Brexit endangers EU asset manager passport

KARREN VERGARA  |  MONDAY, 10 JUL 2017
... 10. Bennelong Funds Management chief executive Craig Bingham says while many European businesses are thinking about downsizing and relocating staff, he's adamant London will remain the global financial centre. "There's a vested interest for the UK to ...

Advice associations respond to Federal Budget

JAMIE WILLIAMSON  |  WEDNESDAY, 10 MAY 2017
... Philip Kewin said the measures highlight the need for more Australians to receive financial advice. "We welcome the downsizing incentive... Invested correctly, this is likely to help many retirees enjoy a more comfortable and sustainable retirement ...