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Showing 381 - 390 of 4020 results for "Personal"

Insignia Financial to trial four-day work week

JAMIE WILLIAMSON  |  FRIDAY, 11 OCT 2024
... better attract talent, see reduced stress and burnout among employees, and saw a 44.3% decrease in the number of sick and personal leave days taken each month. Elsewhere under the new EA, all Insignia Financial staff will receive a one-off cost of living ...

ASIC cancels fewer AFSLs in FY24

KARREN VERGARA  |  FRIDAY, 11 OCT 2024
... necessary competence to deliver the relevant financial service. In terms of professional registration, those who provide personal advice to retail clients on relevant financial products had to be registered with ASIC from February 1. In total, 1531 licensing ...

Netwealth FUA soars, names new chief financial officer

ELIZA BAVIN  |  THURSDAY, 10 OCT 2024
... supports both free and paid subscription service which includes financial education, stock market and economic news, and personal budgeting tools. Netwealth said it will work with the Flux team to extend the reach of Netwealth products and services to ...

AFCA consults on revised superannuation death benefits

MATTHEW WAI  |  TUESDAY, 8 OCT 2024
... 'dependant' and 'spouse' and the circumstance deemed appropriate to include adult children and legal personal representative in distributions. The document also covers trusts for minor children, and how AFCA approaches cases on violence ...

Choice products continue to overshadow MySuper: APRA

MATTHEW WAI  |  THURSDAY, 3 OCT 2024
The June quarter saw the superannuation industry amassing $2.37 trillion across 986 superannuation products and 22.8 million accounts, according to APRA's latest data. Of which, $1.2 trillion sits across choice products. Of the 812 choice products ...

Moneysoft acquired by MUFG Pension & Market Services

JAMIE WILLIAMSON  |  THURSDAY, 3 OCT 2024
... technology into the overall Retirement Solutions offering, it said. This includes making Moneysoft's existing consumer-facing Personal Finance Management and Micro-investing part of its super fund member-facing platform. "This will continue to enhance ...

Retirement calculators 'can't be counted on': SCA

ANDREW MCKEAN  |  MONDAY, 30 SEP 2024
... understand the inner workings of the calculator's assumptions to interpret whether the results were relevant to their personal circumstances." Most calculators (77%) also provided a default retirement income that was too low or too high for the predicted ...

Vision Super refreshes premium rates

KARREN VERGARA  |  MONDAY, 30 SEP 2024
Vision Super is reducing premiums for a range of insurance products for its Super Saver, Personal, and Australian Services Union members. Vision Super and insurance partner MLC will decrease premiums for death, total and permanent incapacity (TPD) ...

ATO revises advice fee tax deductibility rules

JAMIE WILLIAMSON  |  THURSDAY, 26 SEP 2024
... a financial product that does not involve the application or interpretation of the taxation laws to the client's personal circumstances, the advice will not be for managing the individual's tax affairs." The new guidance does not change the ATO's ...

ASIC extends two advice instruments

KARREN VERGARA  |  WEDNESDAY, 25 SEP 2024
ASIC has extended the reportable situations relief and personal advice record keeping requirement instruments for another five years. The regulator has established ASIC Corporations and Credit (Breach Reporting-Reportable Situations) Instrument 2024/620 ...