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| | | ... With Division 296, AML/CTF Tranche 2, and Payday Super coming into effect on July 1, Anderson said it is crucial for financial advisers and auditors to prepare ahead of the deadline. Financial advisers will need real-time, accurate data to remain compliant ... |
| | | | Financial advisers can bridge the gap in aged care advice, according to an expert, who says that too many elderly people are suffering from the confusion and misinformation surrounding the new aged care reforms. Louise Biti, director of Aged Care Steps ... |
| | | | Often on the frontlines of dealing with an ageing client base, financial advisers have the obligation to identify, safeguard and respond to elder and financial abuse. This is according to Pitcher Partners client director of estate planning Anna Hacker ... |
| | | | Brought to you by La Trobe Financial. Despite a constantly shifting political landscape, US private credit is still an attractive option for investors looking to break into the sector, according to La Trobe Financial chief investment officer Chris Paton. ... |
| | | | The Australian Financial Complaints Authority (AFCA) has vented its frustration over ASIC's recommendations for financial advisers around self-managed superannuation funds (SMSF), claiming some suggestions were not "done well at all." In INFO SHEET ... |
| | | | ... Association (SMSFA) Conference. During a panel discussion, Easy Super director Natalia Clack said she understood that financial advisers cannot provide advice on assets like cryptocurrencies and property due to compliance requirements, but they should ... |
| | | | ... that support how the super invests on behalf of its members. Stevenson brings more than 20 years of experience across financial services, asset management, and superannuation. She spent six years at AustralianSuper running investment compliance and operational ... |
| | | | ... least for now. Speaking at the 2026 SMSF Association National Conference, Waller said policies such as Delivering Better Financial Outcomes and education reforms are currently off the government's radar due to the ballooning costs of the Compensation ... |
| | | | ... experience, giving clients the insights they need to make strategic and tactical decisions." Mitchell's career spans financial services and wealth technology. He has variously served as general manager of advice at Commonwealth Bank, chief executive ... |
| | | | ... superannuation and direct-to-investor offerings. Elaine Herlihy brings more than 25 years of senior marketing experience across financial services and technology, including roles at Westpac, OFX, PayPal and BT. She will oversee brand, marketing, communications ... |
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