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Showing 441 - 450 of 10920 results for "Planning"

FAAA expands policy team

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
... He has over 30 years of experience in financial advice, including technical advice on superannuation, taxation, estate planning and social security entitlements, professional standards and advice. During his 25 years at Macquarie Bank, Barrett held various ...

Active Super PM opens asset consultant

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
... two factors adding complexity to their decision-making processes. "To secure long-term stability, effective succession planning and liquidity management are non-negotiable. Investment diversification and proactive scenario planning, backed by professional ...

Infocus adds to leadership team

JAMIE WILLIAMSON  |  THURSDAY, 27 MAR 2025
... Merrill Lynch. At Infocus, she is responsible for overseeing financial and operational performance, including financial planning, cash flow management, financial analysis and people and culture strategy. "Infocus is at an exciting stage of growth as ...

AZ NGA practices merge on road to 'super firm'

MATTHEW WAI  |  WEDNESDAY, 26 MAR 2025
... starting to emerge and will only increase from here. "We have a strong balance sheet to assist us in our move from financial planning to wealth management, adding services like mortgage broking. We are also growing our partnerships with industry funds." ...

Chalmers boosts Help to Buy scheme, construction sector

KARREN VERGARA  |  TUESDAY, 25 MAR 2025
... construction" to build homes faster. "The government is continuing to work with states and territories on the National Planning Reform Blueprint to build homes faster," he said. For renters, Chalmers will increase maximum rates of Commonwealth Rent Assistance ...

Roads, railways, NBN winners in Budget

KARREN VERGARA  |  TUESDAY, 25 MAR 2025
... the Curtis Road Level Crossing Removal in South Australia and $20 million will go to the Monaro Highway Upgrade Stage 2 planning works in the Australian Capital Territory. Meanwhile, NBN Co. will be bolstered by an additional equity investment of up ...

DBFO reforms package 'pretty disappointing': FAAA

ANDREW MCKEAN  |  TUESDAY, 25 MAR 2025
... impose any obligation on superannuation trustees to provide advice on key areas of retirement to consumers, like, estate planning, aged care, and the Age Pension, including the Home Equity Access Scheme. She noted that funds have little commercial incentive ...

My Dealer Services partners to enhance adviser education

MATTHEW WAI  |  TUESDAY, 25 MAR 2025
... technical reference and guides across superannuation, tax, self-managed super funds, aged care, social security and estate planning. Members will also benefit from resources to CFS FirstTech podcast, webinars, monthly bulletins and fact sheets. The enhancement ...

Australians 'overwhelmed' by retirement: Aware

ELIZA BAVIN  |  MONDAY, 24 MAR 2025
... part- or full-time, with around a quarter doing so for financial reasons. Aware Super chief executive Deanne Stewart said planning for retirement and entering the next phase can feel overwhelming and confusing for many Australians. "What the State of ...

Tranche 2 of DBFO dumps SOAs, enables 'nudges'

JAMIE WILLIAMSON  |  FRIDAY, 21 MAR 2025
... advice where it relates to the purchase or disposal of non-super assets or other financial products, holistic financial planning, and estate and tax planning advice. Finally, funds will be able to send targeted prompts to members - or 'nudge' ...