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Showing 21 - 30 of 240 results for "Planning for"

ASX reports 'record' revenue for 1H25, lags in listings

MATTHEW WAI  |  THURSDAY, 13 FEB 2025
... its CHESS system is a "high priority" and will continue to ensure the system remains "stable and robust". "We're planning for the first industry test environment for Release 1, which is for the Clearing services component of the project, to open later ...

Almost half of HESTA members retire involuntarily

ELIZA BAVIN  |  MONDAY, 10 FEB 2025
... (HACS) workers, which make up the majority of the fund's members. The research identified the complex process of planning for and entering retirement which is further complicated by the tendency of many HACS workers to adopt permanent 'semi-retirement' ...

South Australian financial adviser slapped with seven-year ban

ANDREW MCKEAN  |  FRIDAY, 6 DEC 2024
... Investment Services for the year to December 2012, Custom Wealth Solutions Dealer Services for three months, AMP Financial Planning for six months in 2014, and then Brougham & Vaux for three months. He's also the author or two self-published books ' ...

Colonial First State offers aged care solution

ELIZA BAVIN  |  THURSDAY, 14 NOV 2024
... at a difficult and emotional time for families. "By using the service, CFS members supporting ageing loved ones or planning for their own later years can save significant time, reduce stress and mental load, and ultimately achieve better outcomes," Burkitt ...

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

ANDREW MCKEAN  |  MONDAY, 30 SEP 2024
... fraction of calculators suggested a retirement income that would deplete the balance between the ages 85 and 95. "Planning for retirement is too important to just leave to super funds with a track record of poor-quality guidance. Our findings cast doubt ...

Heightened costs push young Aussies to plan ahead: HESTA

MATTHEW WAI  |  TUESDAY, 27 AUG 2024
... executive Debby Blakey said the findings are "encouraging". "It's encouraging to see younger Australians actively planning for their retirement because even small changes made now can have a big impact down the track," Blakey said. "For many young ...

GSFM to distribute new strategy in Australia

ANDREW MCKEAN  |  MONDAY, 27 MAY 2024
... superannuation funds, foundations, families, and high-net-worth individuals has been positive, so much so that GSFM is planning for a fund launch as early as Q3 2024. EQMC is managed by a multi-disciplinary 14-member investment team spearheaded by Alantra ...

Former licensee chief takes new role

JAMIE WILLIAMSON  |  FRIDAY, 24 MAY 2024
... previously served as head of advice business services at Colonial First State and led strategy for Commonwealth Financial Planning for two years. She also held senior roles at ANZ in advice and lending. "Helen is an experienced wealth management executive ...

Bell Financial Group launches Tandem Securities

ANDREW MCKEAN  |  TUESDAY, 14 MAY 2024
... their clients. Concurrently, Bell Potter Capital, a sister company, was offering lending solutions internally and planning for external offerings. More recently, a third-party clearing capability was introduced, becoming fully operational in 2021. "We ...

ESSSuper faces class action threat over unpaid super

ANDREW MCKEAN  |  FRIDAY, 12 APR 2024
... ensuring that members receive what they were entitled to. "Superannuation is the most important aspect of financial planning for retirement in Australia and it's a basic expectation of workers that superannuation is paid correctly," Sharma said. In a ...