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Showing 391 - 400 of 10920 results for "Planning"

CSLR levy underspend expected as claim processing slows

ANDREW MCKEAN  |  WEDNESDAY, 28 MAY 2025
The Compensation Scheme of Last Resort (CSLR) is set to underspend its $24.1 million FY25 levy. The CSLR said that while the claim volume originally estimated in December 2023 is still expected to eventuate, claims have taken longer than anticipated ...

Count Financial class action dismissed

ELIZA BAVIN  |  WEDNESDAY, 28 MAY 2025
Count Financial has successfully defended itself against a class action which was filed in 2020 alleging it failed to ensure financial advisers were acting in their clients' best interests. The case has been before the court for just shy of five years ...

Small construction firms drag productivity: CEDA

KARREN VERGARA  |  TUESDAY, 27 MAY 2025
... construction productivity, CEDA recommends streamlining land-use regulation across all levels of government, including planning and zoning laws and subdivision regulations. It also urges the government to consider adjusting the relative tax rates and ...

Industry groups hammer out guidance on tax-deductible advice fees

ANDREW MCKEAN  |  MONDAY, 26 MAY 2025
The Financial Advice Association Australia (FAAA), in consultation with leading accounting bodies, has released new guidance on tax-deductible advice fees. The guidance follows the release of the ATO Tax Determination in September last year, which the ...

Cost-of-living, unaffordable advice fuels financial stress: Surveys

KARREN VERGARA  |  MONDAY, 26 MAY 2025
Even with more potential interest rate cuts in the works, Australians feel as though their financial situation is in dire straits as many struggle with the cost-of-living crisis and do not know the best place to seek financial advice, new surveys reveal. ...

'Tensions' identified between FAR and other requirements

ELIZA BAVIN  |  MONDAY, 26 MAY 2025
... role of governance in trustee groups, and the need for clear position descriptions, charters, succession and contingency planning. "Where complexities and overlapping accountabilities were identified, restructuring has helped to ensure there is the right ...

Family offices to splash cash in APAC

JAMIE WILLIAMSON  |  FRIDAY, 23 MAY 2025
... years. That's according to the latest Global Family Office Study from UBS, which found 55% of APAC family offices are planning to invest more in their own backyard. Some 30% said they'd also invest more in Greater China in the next five years. In the ...

Centrepoint Alliance locks in hundreds of Brighter Super advice clients

ANDREW MCKEAN  |  FRIDAY, 23 MAY 2025
Centrepoint Alliance, which entered into an agreement to acquire the advice book of Brighter Super, has confirmed that most eligible members opted to stay in the transition. Centrepoint Alliance snaped up the comprehensive advice book of ESI Financial ...

ASFA, EY release guidance on CPS 230

ELIZA BAVIN  |  THURSDAY, 22 MAY 2025
... governance principles. The Lifecycle: This encompasses the end-to-end process of managing service provider relationships, from planning and due diligence through to ongoing monitoring and termination. Supporting Tools: These encompass the tools and technology ...

Entireti, Otivo enter strategic alliance for digital advice

ANDREW MCKEAN  |  WEDNESDAY, 21 MAY 2025
Entireti and licensed digital advice platform Otivo have partnered up to build a scalable, low-cost solution to "meet the needs of consumers across the advice continuum." The partnership will see Entireti and Otivo combine their IP and resources to ...