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Showing 11 - 20 of 74 results for "Financial Affairs"

Younger generations lead the SMSF surge: Vanguard

ANDREW MCKEAN  |  THURSDAY, 16 JUN 2022
... motivator for SMSF establishment. Correspondingly, this cohort was more confident in its abilities to manage its own financial affairs. Vanguard Australia head of personal investors Balaji Gopal said: "Research tells us that a record number of new investors ...

Government welcomes ATO family trust guidance

CHLOE WALKER  |  TUESDAY, 12 APR 2022
... are a legitimate and important way for families, particularly those running small businesses, to manage their financial affairs. This draft guidance replaces the ATO's 2014 guidance, which taxpayers and their advisers have been relying on, concerning ...

Synchron appoints compliance lead

ELIZABETH MCARTHUR  |  FRIDAY, 4 FEB 2022
... demands on financial advisers and the vital role they play in helping ordinary Australians take control of their financial affairs," Synchron director Don Trapnell said. Osborne holds Masters' qualifications in both commerce (majoring in financial planning) ...

Lumiant launches fact find module

ANNABELLE DICKSON  |  TUESDAY, 27 JUL 2021
... proposition, the fintech said. The fact find is aimed at engaging the spouse who is not necessarily managing the financial affairs of the couple and instead puts values first. "For a long time, I have been advocating for advisers to move their value ...

Boutique firm expands team

ANNABELLE DICKSON  |  TUESDAY, 18 MAY 2021
... continue serving our clients seamlessly and comprehensively across all matters of their personal and business financial affairs," MGD director Stephen Furness said. "Fellow MGD directors and the broader advisory team have enjoyed welcoming Lee Chan ...

High Court dismisses Westpac appeal

JAMIE WILLIAMSON  |  WEDNESDAY, 3 FEB 2021
... circumstance that the Westpac callers at times revealed a lack of comprehensive knowledge of the members' financial affairs was not inconsistent with an expectation that the members' objectives were taken into account by Westpac in recommending ...

Advice for all could add $630bn to economy

JAMIE WILLIAMSON  |  WEDNESDAY, 25 NOV 2020
... pay for advice and don't trust those providing it. About 36% of consumers said they can look after their own financial affairs, with 47.8% of SMEs saying the same. Around three in 10 consumers and two in 10 SMEs cited that they do not feel they can afford ...

FSC calls for scaled advice model

ALLY SELBY  |  TUESDAY, 11 AUG 2020
... would help determine whether the advice provided as part of the program was helping clients better manage their financial affairs. The advice provided under this model would also continue to operate within the best interest duty and would be free of ...

ASIC provides relief around early super access advice

JAMIE WILLIAMSON  |  TUESDAY, 14 APR 2020
... saying: "It is more important than ever for Australian consumers to get sound advice on how to manage their financial affairs." "These measures will help ensure all Australians impacted by the COVID-19 pandemic can quickly access the financial advice ...

FSC appoints deputy chief executive

ALLY SELBY  |  TUESDAY, 14 APR 2020
... which helps our members deliver the high quality products and services that Australians need to manage their financial affairs, and help grow their wealth."