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Showing 501 - 510 of 3996 results for "Personal"

Super funds in pole position for expanded advice

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... industry experts who say that super funds are in good stead to bolster the availability and affordability of "simple personal advice" as part of the Delivering Better Financial Outcomes package of reforms, which includes creating a new class of financial ...

How will Division 296 Tax impact farmers?

CHLOE WALKER  |  THURSDAY, 22 FEB 2024
RSM Australia director of SMSF services Katie Timms says farmers will be disproportionately impacted by the government's draft legislation Division 296 Tax. Commenting on the future of farming property at the SMSF Association Conference, Timms said ...

Advisers should have an AI plan: Netwealth

CHLOE WALKER  |  THURSDAY, 22 FEB 2024
When it comes to incorporating artificial intelligence (AI) and big data into an financial advice practice, it's imperative to have a plan in place, according to Netwealth head of marketing Andrew Braun. Addressing the crowd at the SMSF Association ...

ATO cracks down on illegal early SMSF access

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... knowledge and a poor attitude towards their super. Others claimed they were in financial stress or were experiencing personal issues while some saw accessing their super in this manner was "too great a temptation to resist," she said. When a newly established ...

Former director pleads guilty to hedge fund con

JAMIE WILLIAMSON  |  WEDNESDAY, 14 FEB 2024
... products existed, and Sandiford simply deposited the money into bank accounts held in his own name. It was then used to fund personal expenses and for other purposes unrelated to trading. Of the $440,909 he obtained, just $6316 was ever returned to investors ...

AustralianSuper calls for an 'account for life'

ANDREW MCKEAN  |  MONDAY, 12 FEB 2024
... technology neutral, enabling the adoption of AI and similar technologies, with appropriate protections. "Retirement is deeply personal. There is no one size fits all, as each retiree has their own wants, needs and expectations of this important phase ...

Advice reforms can solve retirement income challenges

KARREN VERGARA  |  FRIDAY, 9 FEB 2024
... reforms is expanding superannuation advice. This can include super funds to consider a broader range of a member's personal and household circumstances such as debt, spouse's income, or age pension eligibility. If enacted, the Actuaries Institute ...

ASIC chases 757 adviser registrations

KARREN VERGARA  |  FRIDAY, 9 FEB 2024
... 'registered'," ASIC warned. "If they are not recorded as 'registered', they will need to cease providing personal advice from midnight 15 February 2024, until such time as they are registered and noted as such on the Financial Advisers ...

Brite Advisors to be wound up

CHLOE WALKER  |  WEDNESDAY, 7 FEB 2024
... countries, including Australia, US, UK, and Hong Kong. Its investment offering, Brite Platform, catered to self-invested personal pension providers.

Online investor participation declines

ANDREW MCKEAN  |  TUESDAY, 6 FEB 2024
Active online investor numbers have continued to decline, albeit at a slower rate, according to an Investment Trends report. The report, which surveyed more than 15,000 retail investors and traders in Australia, revealed a contraction to 1.22 million ...