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Showing 3621 - 3630 of 18263 results for "Plan"

Aussies regret ERS withdrawals: AIST poll

KANIKA SOOD  |  TUESDAY, 18 MAY 2021
Nearly seven in 10 Australians who dipped into their superannuation during COVID-19 are concerned the decision has made them less financially secure, according to a poll from the Australian Institute of Superannuation Trustees. AIST also says one in ...

FASEA approves two degrees

KARREN VERGARA  |  MONDAY, 17 MAY 2021
The Financial Advisers Ethics and Standards Authority has added two degrees to its approved list of courses. Any bachelor's degree with a major in financial services that commenced from March 2021 at Southern Cross University has been given FASEA's ...

Female CFPs more invested in financial planning

KARREN VERGARA  |  FRIDAY, 14 MAY 2021
A new survey reveals that women with the Certified Financial Planner designation are more focused on holistic yet detailed advice and can build client trust better than male counterparts. The survey commissioned by the CFP Board of Standards found that ...

Media Super ups fees, premiums

ELIZABETH MCARTHUR  |  THURSDAY, 13 MAY 2021
Media Super is increasing its administration fees and insurance premiums, despite a pending merger with $60 billion industry fund Cbus. Media Super will increase its administration fee from $1.25 to $2 a week, effective from 1 July 2021. It will also ...

Digital fact-find gains momentum

KARREN VERGARA  |  WEDNESDAY, 12 MAY 2021
A new digital fact-finding solution, which is saving financial advisers nearly six hours per client, has snapped up partnerships with Centrepoint Alliance and other mid-tier licensees. Advice Revolution, founded by former advisers Adrian Patty and Shaun ...

Advice practices set to benefit from tax cuts

KARREN VERGARA  |  WEDNESDAY, 12 MAY 2021
Small business owners, like financial planners, are set to benefit from the 30% tax rate reducing to 25% from 1 July 2021. Federal treasurer Josh Frydenberg also announced last night that temporary full expensing has been extended until 30 June 2023. ...

CBA adds $32m to advice remediation bill

KARREN VERGARA  |  WEDNESDAY, 12 MAY 2021
The Commonwealth Bank has upped its indemnity bill to $252 million for dodgy financial advisers who were part of its former subsidiary Count Financial. CBA sold off Count Financial to CountPlus in mid-2019. At the time, CBA provided $200 million in ...

What instos want from managers

ELIZABETH MCARTHUR  |  WEDNESDAY, 12 MAY 2021
The latest Morrow Sodali institutional investor survey has revealed what some of the largest institutional investors in the world want from fund managers and companies. The survey asked 40 institutional investors, representing US $29 trillion in assets ...

Low FASEA pass rate continues

ELIZABETH MCARTHUR  |  WEDNESDAY, 12 MAY 2021
The March FASEA exam results show that January's lower pass rate may become a trend in 2021. A total of 69% of candidates passed the March exam, better than the 67% that passed in January but below the 76% that passed in November last year. The ...

More flexibility for retirees

ANNABELLE DICKSON  |  TUESDAY, 11 MAY 2021
The government has introduced more flexibility for older Australians by abolishing the work test, extending access to downsizer contributions and improving the Pension Loan Scheme. From 1 July 2022, those aged between 67-years-old and 74-years-old will ...