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Showing 411 - 420 of 10920 results for "Planning"

Reducing super tax cap to $2m 'a concern': FAAA

ELIZA BAVIN  |  FRIDAY, 9 MAY 2025
Financial Advice Association Australia (FAAA) chief executive Sarah Abood has voiced concerns about the future of Div 296, given Labor's overwhelming victory at the federal election. The proposed 30% tax on superannuation balances above $3 million could ...

Global X recruits key executives

ELIZABETH FRY  |  THURSDAY, 8 MAY 2025
... within. Having been with the company for just over two years, Fallins has played a pivotal role in Global X's financial planning, forecasting, and reporting and will now oversee all aspects of the company's financial operations. Fallins previously ...

FAAA calls for stronger consumer protections in advice reforms

ANDREW MCKEAN  |  WEDNESDAY, 7 MAY 2025
... Financial Advice Association of Australia (FAAA) has opposed collective charging for "always complex and costly" retirement planning advice and emphasised the need for consumer protection in the provision of super nudges in its submission to Treasury ...

Rest details internal program to reform death benefit processes

ANDREW MCKEAN  |  FRIDAY, 2 MAY 2025
... under the age of 30. The spokesperson said these members are less likely to access financial advice or engage in estate planning, and just 4% have a binding death benefit nomination in place. "This can add time and complexity to our death benefit claims ...

Adviser numbers jump in March quarter: Rainmaker

KARREN VERGARA  |  FRIDAY, 2 MAY 2025
... with a new AFSL. The five AFSLs that attracted the most advisers were Alliance Wealth, InterPrac, Lifespan Financial Planning, Synchron Advice and RI Advice. On the other hand, AMP Financial Planning, which is now part of Entireti's Akumin, Merit ...

ASIC bans unlicensed WA adviser

ELIZA BAVIN  |  FRIDAY, 2 MAY 2025
... between 22 July 2009 and 7 April 2010, Jigsaw Support Services between 9 April 2010 and 2 August 2012, Charter Financial Planning between 2 August 2012 and 7 August 2015, and On Q Securities from 8 August 2015 and 30 September 2022.

Hedge fund scraps local sales role

ELIZABETH FRY  |  THURSDAY, 1 MAY 2025
... over the institutional clients. McAssy has over 25 years' experience in funds management, accounting and financial planning. In addition to serving as head of sales for Asia, Australia and New Zealand, he chaired BlueBay Hong Kong. McAssy joined ...

Frontier Advisors lands major mandate from asset management giant

ANDREW MCKEAN  |  THURSDAY, 1 MAY 2025
... NAVIS platform, which offers pension clients access to a suite of market data, tools, and resources for asset allocation planning, represents an industry first in the Japanese corporate pensions market. "[It offers] plan sponsors timely information ...

Global X China Tech ETF in the works

ANDREW MCKEAN  |  THURSDAY, 1 MAY 2025
Global X is preparing to launch a China technology ETF, citing the country's shift from policy planning to delivery, stabilising fundamentals and depressed valuations, while also emphasising the critical nature of selective exposure. Ahead of the launch ...

ASX admits CHESS tech staff 'stretched'

ELIZA BAVIN  |  THURSDAY, 1 MAY 2025
... ensure timely access to suitable technology resources and skills which is an important part of current CHESS workforce planning particularly during times of peak workloads or during incidents," it said. Lastly, the ASX said it is committed to improving ...