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Showing 291 - 300 of 3995 results for "Personal"

Transfer balance cap to rise on July 1

JAMIE WILLIAMSON  |  THURSDAY, 30 JAN 2025
... and market growth," he noted. Where clients have already stared a retirement phase pension but never full used their personal TBC, advisers should consider the impact of adding more funds into retirement phase before July 1 and the effect on the client's ...

ASIC bans adviser fraudster found with child abuse material

ANDREW MCKEAN  |  WEDNESDAY, 29 JAN 2025
... (CFS) superannuation account in what court documents described as a "sophisticated fraud." He used the funds to pay off personal debts and expenses. "It's a serious and sophisticated fraud, involving a substantial amount of money, and you made a conscious ...

AdviceIQ general manager Paul Harding-Davis to retire

ANDREW MCKEAN  |  TUESDAY, 28 JAN 2025
... half a week," he said. "I can see that the group will benefit from fresh ideas, energy, and networks." He added that personal experiences over the past year - including the loss of two adviser friends and health challenges among family members - contributed ...

mFunds sparked ASX outage, $1m credit issued

KARREN VERGARA  |  FRIDAY, 24 JAN 2025
... was "highly irregular" and there is no record of previous incidents caused by this part of the system. Lofthouse sent personal letters to customers apologising for the incident and promised a $1 million credit to participants affected. "Not being able ...

Entireti appoints chief investment officer

JAMIE WILLIAMSON  |  THURSDAY, 23 JAN 2025
... AMP in various partnership manager roles across its licensee network. Entireti is home to Fortnum Private Wealth and Personal Financial Services, as well as the recently transitioned AMP licensees. These include AMP Financial Planning, Charter Financial ...

Chief executive misbehaviour stifles investment returns

ANDREW MCKEAN  |  THURSDAY, 23 JAN 2025
... series of high-profile management indiscretions impacted Australian listed companies, from misuse of company resources for personal gain - a case in point being MinRes founder Chris Ellison - to accusations of bullying and harassment, failed whistleblowing ...

Ethical investment holdings double: CoreData

ANDREW MCKEAN  |  TUESDAY, 21 JAN 2025
... different wealth levels, ranging from mass affluent - investors with a household income of at least $150,000 to $300,000 or personal income of $100,000 to $150,000 - to HNW investors with portfolios over $1 million, excluding superannuation and the home ...

Grattan Institute renews calls for best-in-show super funds, partial annuitisation

KARREN VERGARA  |  MONDAY, 20 JAN 2025
... balance above $250,000 to the annuity. This reform alone could boost retirees' incomes by up to 25%. "Relying on personal financial advice to deliver better retirement incomes than solely account-based pensions drawn at the minimum is unnecessary ...

Legalsuper hunts for CIO

ELIZABETH FRY  |  THURSDAY, 16 JAN 2025
... months into the job. Chief executive Luke Symons confirmed that Murray resigned from the fund on 20 December 2024 for personal reasons. "Paul played a valued role in our investments team, making a positive impact on our investment performance and overall ...

Local private wealth manager appoints new chief

ANDREW MCKEAN  |  THURSDAY, 16 JAN 2025
... North. "Today, stepping into his new role as chief executive in January 2025, Jim brings a vast set of international and personal perspectives to the leadership arena," the firm said. "Possessing an infectious flair for leading others, driving organic ...