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Showing 21 - 30 of 116 results for %22Budgeting%22

Limited advice overdue for disruption

KARREN VERGARA  |  THURSDAY, 18 FEB 2021
... manager of Link Advice at Link Group Duncan McPherson saw a spike in the number of super fund members seeking help around budgeting, cash-flow planning and bill prioritisation during COVID-19. Applying for government incentives like the early release ...

The barriers to limited advice: Licensees

ANNABELLE DICKSON  |  MONDAY, 11 JAN 2021
... could be provided without it. Simple personal advice is advice that deals with superannuation, life insurance, debt and budgeting and whereas complex personal advice specifically includes more complex and or risky products or topics. Alexander said strategic ...

The case for an overhaul of advice: Rice Warner, FSC

ANNABELLE DICKSON  |  TUESDAY, 20 OCT 2020
... simple or complex advice. Simple personal advice is advice that deals with superannuation, life insurance, debt and budgeting and whereas complex personal advice specifically includes more complex and or risky products or topics. The report noted the ...

Demand for advice rises

KARREN VERGARA  |  TUESDAY, 8 SEP 2020
... this group. The key areas the younger generation wants help with include investments outside super, tax strategies and budgeting assistance. "Further, advice via super funds can lead to planner referrals, with 55% of members open to being transferred ...

Super remains grossly inequitable: Per Capita

ELIZA BAVIN  |  WEDNESDAY, 2 SEP 2020
... in Super, praised policy makers who are growing more vocal in their calls for the reinstatement of gender responsive budgeting, and of the application of a "gender lens" to economic and social policy decisions. "The need to apply a gender lens to policy ...

Aussies reevaluate retirement prospects

ALLY SELBY  |  MONDAY, 3 AUG 2020
... half of those surveyed said they plan to change their lifestyle financially, including reducing spending and better budgeting, in the wake of the pandemic. The research also found that younger Australians (aged 35-49) are feeling more underprepared for ...

Land tax, not stamp duty: Report

JAMIE WILLIAMSON  |  FRIDAY, 3 JUL 2020
... 14% the following year, showing volatility of revenue collections presents a challenge to governments when it comes to budgeting. "A discussion spanning close to two decades through a series of tax reviews has laid the groundwork for broad community ...

First Nations Foundation gets COVID-19 funding

ELIZABETH MCARTHUR  |  TUESDAY, 23 JUN 2020
... women will form the foundation of this series, underpinned by proven money management techniques such as setting goals, budgeting, reducing spending leaks and learning about financial products and services," First Nations Foundation said. While the series ...

How advice can conquer stigma

HARRISON WORLEY  |  WEDNESDAY, 20 MAY 2020
... areas would be a start in the right direction. "Members want help and in essence that might be something as simple as budgeting or what social services are available. They don't come to these appointments saying 'Okay well look at my entire situation ...

ASIC alters adviser levy

ELIZABETH MCARTHUR  |  FRIDAY, 20 DEC 2019
... - meaning many will be working off the old figures. "For any financial planners, CARs or licensees who've done their budgeting for ASIC levies for this year - please be advised that while ASIC indicated that the per-adviser levy for 2018/2019 would be ...