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Showing 21 - 30 of 666 results for "Morris"

Advisers share winning intergenerational wealth strategies

ANDREW MCKEAN  |  THURSDAY, 24 OCT 2024
... talent in this industry is probably more important than in any other." Hyland Financial Planning financial adviser Sue Morris, meanwhile, said referrals for clients' children occasionally come through, even when they're only in their 20s, which has prompted ...

Making a splash: The economic impact of AUKUS

KARREN VERGARA  |  WEDNESDAY, 23 OCT 2024
The controversial $370 billion pact between the US, Australia, and the UK, or 'AUKUS', is being sold as a boon for the economy and nation-building exercise that will amplify defence capabilities and strengthen regional security. But is it all ...

ANZ, OnePath settle $50m class action

ELIZA BAVIN  |  FRIDAY, 4 OCT 2024
ANZ and OnePath superannuation customers may be entitled to get their super back after Slater and Gordon secured a $50 million class action settlement. The no-fault settlement was reached with ANZ and its former subsidiaries, OnePath Custodians (OPC) ...

Sequoia ends FY24 with 350 advisers

KARREN VERGARA  |  TUESDAY, 27 AUG 2024
Sequoia Financial Group gained a net of 14 financial advisers to end up with about 350 representatives at the end of the 2024 financial year. Sequoia added 70 advisers to the stable but lost 56, most of whom were from "non-economic practices who closed ...

NZSF returns 17%, smashes benchmarks

KARREN VERGARA  |  TUESDAY, 23 JUL 2024
... manufacturers such as Elbit, Lockheed Martin, and Honeywell, as well as tobacco companies like British American Tobacco and Philip Morris. "We exclude companies either because of the product they make or are involved in, or because of breaches of good ...

Beaconsfield takes control of New Quantum

ANDREW MCKEAN  |  MONDAY, 22 JUL 2024
US-based investment manager Beaconsfield Capital has appointed McGrathNicol as receivers and managers to New Quantum Holdings, a non-trading holding company with operating subsidiaries including wealth management software platform New Quantum and options ...

Early release of super scammers cop prison time

KARREN VERGARA  |  FRIDAY, 31 MAY 2024
Three people will go to prison after pleading guilty to defrauding the COVID-19 early release of superannuation scheme for $103,500. The Brisbane District Court sentenced three women from Queensland, whose identities were not revealed, for submitting ...

Budget 2024: Stage 3 tax cuts to take effect July 1

ELIZA BAVIN  |  TUESDAY, 14 MAY 2024
The Stage 3 tax cuts will go ahead as planned after the Albanese government made some amendments due to the cost-of-living crisis. Coming into effect July 1, every taxpayer will benefit from a tax cut. However, those earning over $180,000 will see their ...

Stage 3 tax cuts pass Senate

JAMIE WILLIAMSON  |  WEDNESDAY, 28 FEB 2024
The government's amendments to the stage 3 tax cuts have been passed and will automatically take effect on July 1. The Albanese government said the amendments were made due to the cost of living crisis. Now, everyone will benefit from a tax cut ...

Morrison divestment lifts Sequoia profits

JAMIE WILLIAMSON  |  FRIDAY, 23 FEB 2024
Sequoia Financial Group reported an "abnormally high" net profit after tax (NPAT), coming in 4317% higher than the prior corresponding period. However, it also flagged "several" complaints to the Australian Financial Complaints Authority (AFCA) that ...