Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 361 - 370 of 4389 results for "financial Advice"

SMC pushes for DBFO to curb retiree tax bills

JAMIE WILLIAMSON  |  WEDNESDAY, 29 JAN 2025
... account balance would attract $9000 extra in tax. The SMC believes this is largely the result of a lack of basic financial advice and is another reason the government must act to implement the Delivering Better Financial Outcomes (DBFO) reforms. "Not ...

AdviceIQ general manager Paul Harding-Davis to retire

ANDREW MCKEAN  |  TUESDAY, 28 JAN 2025
AdviceIQ general manager Paul Harding-Davis will retire in April, with the financial advice group for high-net-worth clients naming a Macquarie Group executive as his successor. Harding-Davis told Financial Standard that now is the right time for retirement ...

Entireti appoints chief investment officer

JAMIE WILLIAMSON  |  THURSDAY, 23 JAN 2025
The nation's largest financial advice group will welcome its first chief investment officer next week. Entireti has appointed Aman Ramrakha as chief investment officer, tasked with overseeing its investments solutions, including managed accounts ...

Government must commit to fixing CSLR: FAAA

MATTHEW WAI  |  THURSDAY, 23 JAN 2025
Financial Advice Association Australia (FAAA) general manager of policy, advocacy, and standards Phil Anderson is again calling on the government to fix the Compensation Scheme of Last Resort (CSLR). Th FAAA has previously highlighted three critical ...

Financial services deregulation boosts economy by $2bn: FSC

KARREN VERGARA  |  WEDNESDAY, 22 JAN 2025
Reforms in funds management, financial advice, and superannuation will usher in an extra $1.7 billion per year to the economy and can make Australia a serious financial services hub, the Financial Services Council (FSC) says. New modelling shows that ...

Grattan Institute renews calls for best-in-show super funds, partial annuitisation

KARREN VERGARA  |  MONDAY, 20 JAN 2025
... $250,000 to the annuity. This reform alone could boost retirees' incomes by up to 25%. "Relying on personal financial advice to deliver better retirement incomes than solely account-based pensions drawn at the minimum is unnecessary and unrealistic. ...

FAAA accuses government of crucial CSLR failure

MATTHEW WAI  |  THURSDAY, 16 JAN 2025
The Financial Advice Association of Australia (FAAA) believes the government may have failed in its obligations when introducing the Compensation Scheme of Last Resort (CSLR) by skipping a key step. Following a review of documents the FAAA obtained ...

How to simplify super to get better retirement outcomes: Mercer

ANDREW MCKEAN  |  MONDAY, 13 JAN 2025
... same super fund or to a different fund. Individuals would be provided with additional information or limited financial advice by the trustee. The products would specify a level of drawdown or regular payment, and a projected income. The report said from ...

Dixon Advisory clients should be heard at Senate inquiry: Anderson

ANDREW MCKEAN  |  MONDAY, 13 JAN 2025
Financial Advice Association Australia (FAAA) general manager of policy, advocacy, and standards Phil Anderson has urged the Senate Committee inquiry into Dixon Advisory to hear from ex-clients. Anderson said it should never be forgotten that it's ...

What you read in 2024

ELIZA BAVIN  |  FRIDAY, 20 DEC 2024
... development executive Jason Milosevski, who sadly passed away in February, aged 43. Milosevski was a fixture of the financial advice landscape for more than 20 years, building a vast network through business development roles with AXA, AMP, and Zurich. ...