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Showing 431 - 440 of 4389 results for "financial Advice"

ATO revises advice fee tax deductibility rules

JAMIE WILLIAMSON  |  THURSDAY, 26 SEP 2024
The Australian Taxation Office (ATO) has confirmed financial advice fees for tax-related guidance are deductible where the advice is provided by a Qualified Tax Relevant Provider (QTRP). Releasing a final guidance yesterday, the ATO said: "Fees for ...

Aged care costs begin to worry older Aussies

MATTHEW WAI  |  WEDNESDAY, 25 SEP 2024
Older Australians are increasingly seeking financial advice in relation to aged care costs, new research from Challenger and National Seniors Australia shows. According to the study, calculating aged care costs has become a dominant concern for older ...

Nudging pre-retirees has 'little effect'

ELIZA BAVIN  |  WEDNESDAY, 25 SEP 2024
... landscape, with the federal government last year announcing measures to make it easier for Australians to access financial advice - including the use of nudges by super funds. The Association of Superannuation Funds of Australia (ASFA) said the legislative ...

Lack of talent challenging DDO compliance

JAMIE WILLIAMSON  |  MONDAY, 23 SEP 2024
... risk consolidations of business operations within funds... a super fund will have insurance, wealth products, financial advice, investment operations, active investment management; it is a complex beast but, in my experience, it's probably one of the ...

More financially secure women seek advice: Survey

KARREN VERGARA  |  FRIDAY, 20 SEP 2024
... second half of their lives prioritise living comfortably in retirement and travelling as their key goals and seek financial advice to maintain a level of prosperity, a new survey from Perpetual Private found. Canvassing its female client base to understand ...

Hanson backs Dixon Advisory inquiry

KARREN VERGARA  |  WEDNESDAY, 18 SEP 2024
A public inquiry into the collapse of Dixon Advisory will soon launch after the Financial Advice Association Australia (FAAA) gained support from Senator Pauline Hanson in the senate yesterday. After pounding the pavement for months, the FAAA has successfully ...

Growth of SMSFs, Div 296 opportunity for advisers

MATTHEW WAI  |  WEDNESDAY, 18 SEP 2024
... opportunity," Steele said. "We're also encouraged by the proposed legislative reforms which aim to improve access to financial advice." Additionally, the study revealed members aged 75 and over are now the biggest cohort of SMSF members, increasing 1.2% ...

The transferrable skills for advisers who changed careers

KARREN VERGARA  |  FRIDAY, 13 SEP 2024
... Providence director and financial adviser Nick Carmichael told the recent Activam Act Conference how they approach financial advice from the lens of a major career change. Forbes was a professional baseball player in the US before he made the switch ...

Aussies unprepared to manage retirement income

ANDREW MCKEAN  |  THURSDAY, 12 SEP 2024
... crucial barrier to achieving good outcomes around financial plans for retirement. With high-quality professional financial advice out of reach for many people, due to cost or lack of access, too often the onus is on individuals to take responsibility ...

FAAA ramps up Dixon inquiry campaign

JAMIE WILLIAMSON  |  THURSDAY, 12 SEP 2024
The Financial Advice Association Australia (FAAA) is calling on all federal members of parliament to support a public inquiry into the collapse of Dixon Advisory and the flow-on effect on the Compensation Scheme of Last Resort (CSLR). The FAAA has written ...