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Showing 411 - 420 of 18226 results for "Plan"

Drummond appoints chief commercial officer

ELIZABETH FRY  |  THURSDAY, 6 NOV 2025
Drummond Capital Partners has announced the appointment of Caitriona Wortley as chief commercial officer, marking the evolution of her strategic growth lead role over the past four years with the firm. In the new role, Wortley will be responsible for ...

Super moves: AustralianSuper,HESTA, Rest

ELIZABETH FRY  |  THURSDAY, 6 NOV 2025
AustralianSuper's Susan Alexander has departed after a 15-year career with the $387 billion superannuation giant, spanning senior roles in both Australia and the United States. Alexander most recently served as principal of member and investments ...

HESTA pays $40k fine for greenwashing

ELIZA BAVIN  |  THURSDAY, 6 NOV 2025
... represented that HESTA planned to remove all investment in carbon emissions by 2050 when that was not the super fund's plan. Instead, HESTA's target was to achieve net zero carbon emissions across its investment portfolio by 2050 which ASIC said ...

Advisers favour non-traditional equity exposures: Fidante

ANGELIQUE MINAS  |  THURSDAY, 6 NOV 2025
Fidante released its Adviser Markets Survey, which revealed that more advisers are favouring non-traditional equity exposures to boost portfolio returns. Findings showed an improvement in market confidence since the beginning of the year. Positive sentiment ...

Majority of SMSF establishments based on bad advice: ASIC

KARREN VERGARA  |  THURSDAY, 6 NOV 2025
... of clients where there were conflicts of interest, including in relation to advice to establish an SMSF to acquire off-the-plan properties through limited recourse borrowing arrangements. ASIC warned licensees that they are ultimately responsible for ...

AZ NGA expands in South Australia

KARREN VERGARA  |  THURSDAY, 6 NOV 2025
AZ NGA has taken an undisclosed stake in Adelaide-based accounting and financial planning firm Oreon Partners. Established in 2014, Oreon Partners offers accounting, business advisory, tax and financial planning services to individuals and small-to-medium-sized ...

Majority reject crypto investments in super fund: Swyftx

MATTHEW WAI  |  THURSDAY, 6 NOV 2025
Australians do not want their super invested in digital assets, despite some super funds and overseas pension funds dipping their toes in. According to Swyftx's fifth Annual Australian Crypto Survey, based on a survey of some 3009 Australian adults ...

Perpetual confirms exclusivity with Bain Capital

KARREN VERGARA  |  WEDNESDAY, 5 NOV 2025
Perpetual confirmed it is in exclusive talks with Bain Capital Private Equity to offload its wealth management business following media reports. The $232 billion fund manager said it signed an exclusivity deed with Bain Capital Private Equity to further ...

Feature: Retirement | The right mix

LACHLAN COLQUHOUN  |  WEDNESDAY, 5 NOV 2025
... McGuire's job is about reinforcement and giving clients the confidence to take the next step. In embarking on the financial plan, he says using the right platform is critical to enabling his business and that not all of them were created equal. "In ...

Payday Super laws passed

ELIZA BAVIN  |  TUESDAY, 4 NOV 2025
The Payday Super laws have successfully passed through the Senate today with the reforms being welcomed by the superannuation industry. The new laws are slated to come into effect on 1 July 2026. Association of Super Funds of Australia (ASFA) welcomed ...