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Showing 341 - 350 of 9615 results for "Release"

intelliflo releases trust modelling capabilities for advisers

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
intelliflo, a cloud-based technology solution, has released trust modelling capabilities to its intelliflo office - a business management system - for financial advisers. The update allows advisers to make cashflow projections as well as add customised ...

FAAA 'frustrated' as Dixon inquiry delayed

ELIZA BAVIN  |  THURSDAY, 6 FEB 2025
The Senate Economics Committee Inquiry into Wealth Management Companies (CSLR and Dixon Advisory) has been deferred from March 27 to July 28 - pushing back the inquiry by four months. Parliament returned this week, and the Senate approved the deferral ...

Jones instigates CSLR review, levy hits $70m

KARREN VERGARA  |  FRIDAY, 31 JAN 2025
As new estimates show that financial advisers will have to fork out $70 million to fund the Compensation Scheme of Last Resort (CSLR) for the next financial year - breaching the $20 million cap - Treasury is now calling for a review of the controversial ...

Rest calls for advice reforms, extending SG

ELIZA BAVIN  |  FRIDAY, 31 JAN 2025
... ambitious plan to ensure the swift transition to a net zero economy. The fund wants to see the government prioritise the release of the Net Zero Plan and robust sectoral decarbonisation plans to give investors certainty to allocate capital to the transition. ...

Lendlease makes $235m divestment

ELIZA BAVIN  |  FRIDAY, 31 JAN 2025
... ultimately more profitable," Lendlease chief executive Tony Lombardo said. "The sale of Capella Capital accelerates the release of capital while also reducing the group's future funding commitments, allowing Lendlease to focus on its core Australian ...

Super fund promotional expenses balloon: APRA

KARREN VERGARA  |  FRIDAY, 31 JAN 2025
... expenditure are crucial since trustee decisions have direct implications for their members," she said. "The first-time release of fund-level insurance data will enhance transparency and hold trustees and insurers accountable to improve the value and ...

Transfer balance cap to rise on July 1

JAMIE WILLIAMSON  |  THURSDAY, 30 JAN 2025
... to transfer more into the retirement phase, or receive a transition to retirement pension and will meet a condition of release by June 30. Chow said for those looking to start a retirement phase pension for the first time, advisers should think carefully ...

ASIC calls out super trustees over 'weak' anti-scam practices

ELIZA BAVIN  |  THURSDAY, 30 JAN 2025
... is held in a trust and is preserved and protected until that individual reaches retirement age or meets a condition of release, like release on compassionate grounds." Delahunty said despite ASIC finding that none of the 15 trustees reviewed had foundational ...

Minimum service standards for super funds welcomed

ELIZA BAVIN  |  WEDNESDAY, 29 JAN 2025
Treasurer Jim Chalmers and Assistant Treasurer Stephen Jones announced new mandatory minimum service standards for all large APRA-regulated superannuation funds. Chalmers said the reforms will improve member outcomes and how funds engage with their ...

Government to streamline financial reporting

ELIZA BAVIN  |  FRIDAY, 24 JAN 2025
Treasurer Jim Chalmers has announced the release of a consultation paper to gather insights and feedback on how to restructure Australia's financial reporting architecture with the aim to make it more efficient, effective, and fit for purpose. Chalmers ...