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Showing 401 - 410 of 3995 results for "Personal"

Adviser profits up despite client loss: Investment Trends

KARREN VERGARA  |  TUESDAY, 30 JUL 2024
Financial advisers may have lost nearly 18% of their client books because of fee increases in the last financial year but are reporting higher profit margins, a new Investment Trends analysis shows. Advisers went from servicing 120 clients on average ...

Trend among young Aussies highlights need for affordable advice

ELIZA BAVIN  |  MONDAY, 29 JUL 2024
... "Most scams begin through interactions over platforms like Reddit, TikTok, and X (formerly Twitter). Young people's personal trust in social media advice, combined with an increased likelihood to seek advice over social media, makes them particularly ...

ANZ staff axed over treasury bond scandal

ELIZA BAVIN  |  THURSDAY, 25 JUL 2024
ANZ has provided an update on its investigations into its Australian Markets business in relation to a 2023 bond transaction. ANZ chief executive Shayne Elliott said the bank had been working with the Australian Securities and Investments Commission ...

Sequoia chief reappointed, hunt for successor kicks off

ANDREW MCKEAN  |  WEDNESDAY, 24 JUL 2024
... openness and support of loyal people have been criticised." However, he concluded that "we shouldn't let those with a personal axe to grind" distract the business from continuing to deliver. Ultimately, the resolution to dump him failed, with only 36% ...

Industry funds defend CFMEU board ties

ANDREW MCKEAN  |  FRIDAY, 19 JUL 2024
Industry funds BUSSQ and Cbus have defended their respective boards' close ties to the CFMEU, saying all representatives satisfy the fit and proper standards outlined by APRA. This week the Victorian branch of the Construction, Forestry and Maritime ...

ASIC permanently bans Queensland adviser

ELIZA BAVIN  |  THURSDAY, 18 JUL 2024
... representative of the licensee, who was not working at the time, to sign documents misleading clients into thinking that personal advice had been provided by the authorised representative when it had not. "Mr Abdalla's conduct gave reason to believe ...

REI Super returns 9.34% in FY24

JAMIE WILLIAMSON  |  WEDNESDAY, 17 JUL 2024
The real estate industry super fund's MySuper option returned 9.34% last financial year. The results come as it launches a new growth investment option. REI Super chief executive Jarrod Coysh described the fund's performance for the year as a great ...

Spirit Super finds a new custodian

ANDREW MCKEAN  |  TUESDAY, 16 JUL 2024
... leading on member experience and retirement confidence, aiming to achieve this by "connecting with members who value personal service" in their communities and industries, according to its latest annual report. Separately, Spirit Super reported that ...

Aware Super closes fixed interest fund

ELIZA BAVIN  |  TUESDAY, 16 JUL 2024
... themselves to calculate their own capital gains or losses. "We recommend you seek independent tax advice, based on your personal circumstances, to help you understand your tax parcelling options," the super fund said.

Adviser queries jump 40%: AMP

ELIZA BAVIN  |  THURSDAY, 11 JUL 2024
... was a significant number of queries over the last six months for superannuation concessional contributions, including personal deductible contributions and the unused catch-up concessional contributions provisions. Almost one in five questions received ...