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Showing 491 - 500 of 4377 results for "Financial Advice"

Advice reforms draft laws consultation opens

KARREN VERGARA  |  WEDNESDAY, 12 JUN 2024
... Amendment (Delivering Better Financial Outcomes) Regulations 2024 has five sections that aim to make access to financial advice more affordable by cutting some of the red tape advisers endure. Stakeholders have until July 8 to have their say. The draft ...

GST rebate changes worsens cost of advice: SMSFA

KARREN VERGARA  |  TUESDAY, 11 JUN 2024
Abolishing the rebate for the GST component of adviser fees from July 1 can aggravate the cost of financial advice, according to the SMSF Association (SMSFA). In a few weeks' time, superannuation funds and platform providers will no longer be able to ...

CSLR makes inaugural payments

KARREN VERGARA  |  TUESDAY, 11 JUN 2024
... Resort (CSLR) made its first payments to four victims totalling more than $360,000, three of which related to bad financial advice. One payout of about $145,000 related to inappropriate personal financial advice provided to a victim from Sydney. AFCA ...

Advisers shoulder massive wealth transfer

KARREN VERGARA  |  FRIDAY, 7 JUN 2024
... financial change in the history of Australia and what that means to us is that we have the biggest opportunity in financial advice that's probably ever existed. It's not going to be easy though," CoreData global chief executive Andrew Inwood ...

Annual MAX Awards celebrates best in industry

ELIZA BAVIN  |  FRIDAY, 7 JUN 2024
... Beryl, Fundamental Media Agency of the Year Fundamental Media Community Initiative of the Year HUB24 - Pro Bono Financial Advice Network Creative Agency of the Year Nibble Digital Digital Campaign of the Year BlackRock - iShares Distribution Team of ...

Australian Unity lashed by ASIC over TMD questionnaire

JAMIE WILLIAMSON  |  THURSDAY, 6 JUN 2024
... questionnaire as a key step for compliance with its obligations when dealing with retail clients who have not received financial advice. "The questions and response options were based on and relied predominantly on complex consumer attributes set out ...

Retiree dilemma: Supporting children or preserving lifestyle?

ANDREW MCKEAN  |  MONDAY, 3 JUN 2024
... built in a number of ways, including increasing financial literacy and knowledge through education resources and financial advice, and through the use of solutions that provide greater assurance on lifetime income," he said. Given retirees' attachment ...

HESTA pushes for expediated advice reforms

ANDREW MCKEAN  |  MONDAY, 3 JUN 2024
... possible. "We believe these proposed reforms can better support super funds like HESTA to provide more holistic financial advice, which considers a couple's Age Pension eligibility and financial position, including assets held outside of super," Blakey ...

Four advice firms merge, launch Esencia

KARREN VERGARA  |  MONDAY, 3 JUN 2024
Four financial advice firms have merged to form Sydney-based practice Esencia Wealth. Advise Wise, Insight Private Wealth, Sovereign Wealth Partners, and Randle Advisory have joined forces under one banner, which is self-licensed. Matthew Fenning serves ...

Equip Super names chief experience officer

KARREN VERGARA  |  MONDAY, 3 JUN 2024
... for members. Cameron said at the time that the newly created CXO position brings together the member office and financial advice teams. Charlie Yanni was acting CXO in addition to his job as chief growth officer while the fund searched for a candidate. ...