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Showing 331 - 340 of 4369 results for "Financial advice"

Almost half of HESTA members retire involuntarily

ELIZA BAVIN  |  MONDAY, 10 FEB 2025
... are women and they have diverse needs as they approach or enter into retirement," Blakey said. "Historically, financial advice has not targeted women, and this needs to change. Often, women discover they have more choices than they initially thought ...

FAAA 'frustrated' as Dixon inquiry delayed

ELIZA BAVIN  |  THURSDAY, 6 FEB 2025
... months. Parliament returned this week, and the Senate approved the deferral of the deadline for the inquiry. The Financial Advice Association Australia's (FAAA) Phil Anderson spoke out against the deferral, saying it was "frustrating". "In the context ...

One more vote needed for $3m super tax

MATTHEW WAI  |  THURSDAY, 6 FEB 2025
... it appears the government has a mountain to climb if deals are to be done to secure their vote." Further, the Financial Advice Association Australia (FAAA) general manager policy, advocacy and standards Phil Anderson also brought attention to the delay ...

Australian Wealth Advisors Group invests big in Sequoia

KARREN VERGARA  |  TUESDAY, 4 FEB 2025
... Planning and added Murdoch Private Wealth to its licence. Melican provides accounting, mortgage broking, SMSF, and financial advice based in Victoria's Greensborough. Murdoch Private Wealth was onboarded as an authorised representative of CHPW Financial ...

CSLR review will scrutinise effect on businesses

KARREN VERGARA  |  MONDAY, 3 FEB 2025
... review have until February 28. The 2026 financial year CSLR levy estimates have blown out to $77.9 million. The financial advice sector is set to pay $70.11 million - which has blown out of proportion with the sector cap of $20 million. This is largely ...

Jones instigates CSLR review, levy hits $70m

KARREN VERGARA  |  FRIDAY, 31 JAN 2025
... expects to pay relate to these two firms. Of the $77.9 million total estimate, $70.11 million is apportioned to financial advice, $2.8 million to credit provision services, $2.72 million to credit intermediaries, and $2.34 million to the securities dealing. ...

Coast Advice teams up with New York private investment firm

ANDREW MCKEAN  |  FRIDAY, 31 JAN 2025
... commitment to delivering the best client experience, and long-term vision of becoming the leading provider of financial advice in Australia. "We look forward to tapping into Merchant's industry expertise and expanding our global reach to drive continued ...

The regulatory pendulum has swung too far: FSC

ANDREW MCKEAN  |  FRIDAY, 31 JAN 2025
... (FSC) chief executive Blake Briggs has said the regulatory pendulum for the superannuation, funds management, and financial advice sectors has swung too far over the last decade under successive governments. It's time for policymakers to revisit and ...

Rest calls for advice reforms, extending SG

ELIZA BAVIN  |  FRIDAY, 31 JAN 2025
... implementation, to consider the impact to employers." The fund is also calling for urgent progress on reforms to financial advice and retirement, as well as a review into the introduction of 'Superannuation Carer Credits' for periods of unpaid caring ...

Financial services minister Stephen Jones to retire from politics

ANDREW MCKEAN  |  THURSDAY, 30 JAN 2025
... assistant treasurer, he pointed to his work on combatting scams, protecting workers' superannuation, making financial advice more accessible and affordable, and strengthening consumer protections. The Association of Superannuation Funds of Australia ...