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Showing 381 - 390 of 10920 results for "Planning"

Aged care reforms pushed to November

JAMIE WILLIAMSON  |  THURSDAY, 5 JUN 2025
The government is delaying the implementation of the new Aged Care Act until November 1 following widespread concerns that stakeholders weren't given enough time to prepare. The new legislation was due to commence from 1 July 2025. Now, it will be effective ...

Perpetual promotes two to strengthen fixed income team

MATTHEW WAI  |  TUESDAY, 3 JUN 2025
... portfolio manager. Gillespie said: "Greg built a strong reputation as an investor and our longstanding approach to succession planning and promoting from within ensures investors will continue to benefit from a high-quality team, process and investment ...

Retirement confidence highest since 2020: SSGA

MATTHEW WAI  |  TUESDAY, 3 JUN 2025
... one of the most optimistic countries regarding retirement readiness financially, with the survey pointing to financial planning as a stabiliser of retirement confidence for many Australians. State Street Global Advisors' (SSGA) Global Retirement Reality ...

Superhero plans 'mass affluent' wealth play

JAMIE WILLIAMSON  |  MONDAY, 2 JUN 2025
... billion in funds under administration, which will be bolstered through the launch of new offerings. Superhero said it is planning new investment options, including managed and micro investment portfolios, as well as a portfolio management tool to help ...

ASIC blasts managed funds' poor compliance plans

KARREN VERGARA  |  MONDAY, 2 JUN 2025
... Following the review, it is now investigating potential breaches of compliance plan obligations. "Failing to plan is planning to fail," the corporate watchdog warned. Out of the three obligations, the approach to DDO requirements was the poorest, followed ...

Awareness of options could boost advice access: CFS

MATTHEW WAI  |  MONDAY, 2 JUN 2025
... superannuation was the topic they'd most like to receive advice on, while 34% cited saving for retirement and 31% said planning for retirement. Further, as for why they're not using an adviser, 36% said they can't afford it. CFS said "this presents a ...

Regal Partners charts US expansion

JAMIE WILLIAMSON  |  FRIDAY, 30 MAY 2025
Regal Partners is planning a push into North America, as it also prepares to launch a multi-strategy income fund locally. Providing an update at the company's annual general meeting yesterday, Regal Partners chief executive Brendan O'Connor spoke of ...

Ironbark acquires family office firm

ELIZA BAVIN  |  FRIDAY, 30 MAY 2025
... Mercury offers a range of financial services from investment advice, asset protection, tax structuring, succession, estate planning and philanthropy to high-net-worth individuals. Ironbark head of private wealth Jason Harwood said the acquisition was ...

Aware Super beefs up sustainability team

ELIZABETH FRY  |  THURSDAY, 29 MAY 2025
... stakeholders, and industry peers. With a background in climate science, sustainability best practice and infrastructure planning, Lucchese worked for the EU Commission, the UK's Capital Markets Union and the UN Global Compact's Cities Program. ...

New SMSF trustees drive financial advice uptake

ANDREW MCKEAN  |  WEDNESDAY, 28 MAY 2025
... administration, taxes, choosing what to invest in, and then personal considerations such as retirement income needs and estate planning," Smith said. The research found that advised SMSFs are more likely to report advice gaps around intergenerational ...