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Showing 361 - 370 of 18230 results for "Plan"

Capital Haus acquires Adelaide advice firm, FUM to exceed $1bn

MATTHEW WAI  |  MONDAY, 1 DEC 2025
Capital Haus has acquired Adelaide's advice business Baker Young, with the firm to retain its brand and staff. Baker Young founders Alan Young and David Baker will remain in active advisory roles, as Capital Haus will also move its existing client to ...

ASIC suspends Newcastle advice firm's AFSL over missing key person

MATTHEW WAI  |  FRIDAY, 28 NOV 2025
ASIC has suspended the AFSL of Focused Financial Advice (FFA) until December 19, which has operated for more than two years without a key person. FFA was established in 2003 and provides financial services around superannuation, life insurance, retirement ...

Financially savvy Australians can add $1.2tn to wealth: Research

RIDDHIMA TALWANI  |  FRIDAY, 28 NOV 2025
New research has found that if all Australians were to reach a level of advanced financial capability, it could uplift aggregate household wealth by $1.2 trillion, equal to $122,950 per household. The Big Lift report by Deloitte in collaboration with ...

FAAA's Advice Academy launches

KARREN VERGARA  |  FRIDAY, 28 NOV 2025
... financial planners," she said. "This includes a timeline of how long each step is likely to take, helping future advisers plan ahead for the journey to becoming a licensed professional adviser." Rainmaker's analysis of the Financial Advisers Register ...

FEATURE | Agriculture: Golden soil

KARREN VERGARA  |  FRIDAY, 28 NOV 2025
In the book The Lucky Country, the late author Donald Horne provides a piercing assessment of Australia in 1964, stating that its prosperity is derived from good fortune rather than industriousness or ambition. He ruminated about the future challenges ...

Top Koda Capital exec exits

ELIZABETH FRY  |  THURSDAY, 27 NOV 2025
One of Koda Capital's most senior executives is set to leave the independent advice firm after three years. Koda Capital has confirmed that chief client officer and partner Cassandra Hinze is departing to pursue other opportunities. Hinze served ...

New funds distribution firm launches

ANGELIQUE MINAS  |  THURSDAY, 27 NOV 2025
Australian funds distribution firm Continental Funds Group (Continental) has announced its formal launch to the domestic wholesale and institutional investment market. Led by founder and managing director Angus Coote and three experienced distribution ...

Australian Ethical Super handed extra licence conditions

JAMIE WILLIAMSON  |  THURSDAY, 27 NOV 2025
The prudential regulator has flagged concerns over the fund's investment management arrangements with its parent company and whether the fees involved are in members' best financial interests. APRA reviewed Australian Ethical Superannuation's related-party ...

Super funds lagging RIC obligations: Pulse Check

ELIZA BAVIN  |  WEDNESDAY, 26 NOV 2025
ASIC and APRA have released the findings of the 2025 Pulse Check on retirement income covenant (RIC) implementation, painting a fairly dire picture of how super funds are understanding and meeting member needs. While the regulators said some improvements ...

TelstraSuper members caught off guard by Direct Access closure

JAMIE WILLIAMSON  |  TUESDAY, 25 NOV 2025
As it prepares to merge with Aware Super, TelstraSuper is closing its Direct Access option - and some members aren't happy about it. Last week, TelstraSuper informed members that Direct Access would be closed to new investments from this week. The ...