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Showing 361 - 370 of 4069 results for "Personal"

Almost half of HESTA members retire involuntarily

ELIZA BAVIN  |  MONDAY, 10 FEB 2025
... funds to shape their advice services to the needs of their members," Blakey said. "If super funds can consider a member's personal and household circumstances, such as any partner's income and super as well as any entitlements to Centrelink benefits ...

AMP launching 'market first' digital advice solution for super members

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
AMP is rolling out a new digital advice solution, in partnership with Bravura, providing its super fund members with retirement guidance. AMP Super's digital Retirement Health Check will allow its 700,000 members to find out when they can access ...

Insignia exec appointed local chief of MUFG Retirement Solutions

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
... constant change to deliver meaningful outcomes and impact," she said. "After considered and careful reflection of both my personal and professional priorities, I feel now is the right time to focus on my family and embrace the next chapter ahead." Vivek ...

Jones instigates CSLR review, levy hits $70m

KARREN VERGARA  |  FRIDAY, 31 JAN 2025
... estimate for FY26. As previously foreshadowed in October 2024, the estimate exceeds the $20 million sub-sector cap for personal advice." "The key contributors driving the expected number of claims are attributed to Dixon Advisory & Superannuation Services ...

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 ...