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Showing 501 - 510 of 10920 results for "Planning"

Coast Advice teams up with New York private investment firm

ANDREW MCKEAN  |  FRIDAY, 31 JAN 2025
Coastal Advice Group has formed a long-term partnership with a New York-based private investment firm that provides growth capital, management resources, and strategic advice. The Australian financial services firm, which has 15 advisers and 2500 clients ...

Transfer balance cap to rise on July 1

JAMIE WILLIAMSON  |  THURSDAY, 30 JAN 2025
While the official word will come from the Australian Taxation Office (ATO) in March, the December 2024 inflation figures released by the Australian Bureau of Statistics (ABS) yesterday confirmed the indexation of the cap. Currently $1.9 million, from ...

HNW advisers flock to private markets

MATTHEW WAI  |  THURSDAY, 30 JAN 2025
... Hamilton Lane's Private Wealth Survey - collecting data from over 300 investment advisers - found nearly a third of them are planning to increase their clients' portfolios to private markets by 20% or more in 2025. Additionally, 29% are eager to allocate ...

SMC pushes for DBFO to curb retiree tax bills

JAMIE WILLIAMSON  |  WEDNESDAY, 29 JAN 2025
... knowing enough about super can lead to poor decisions, like leaving accounts inactive or withdrawing funds without proper planning," she said. "Making simple information and advice available to more Australians is a big missing piece of the retirement ...

Bumpy roads ahead for traditional active managers

MATTHEW WAI  |  WEDNESDAY, 29 JAN 2025
Traditional active managers should expect a rougher path ahead as they face growing challenges from industry superannuation funds, as well as the continued strong flows into exchange-traded funds (ETF), a new report found. According to Morningstar's ...

ASIC bans adviser fraudster found with child abuse material

ANDREW MCKEAN  |  WEDNESDAY, 29 JAN 2025
... material. Cubilla, who was recently an authorised representative of Havana Financial Services and before that, AMP Financial Planning, is barred from working in or controlling a financial services business. He's also unable to engage in credit activities ...

How much is needed to maintain your standard of living in retirement?

ANDREW MCKEAN  |  FRIDAY, 24 JAN 2025
... much they'll need to save for a lengthy retirement, provided they own their home outright. For single retirees aged 65 planning to spend at a "mid-level" - $1650 per fortnight or $43,000 per year - SCA said $310,00 in savings would be required until ...

Chalmers' claims on super tax are 'misleading': SMSFA

MATTHEW WAI  |  FRIDAY, 24 JAN 2025
... imposed upon the realisation of a capital gain. "The abrupt and severe nature of these demands can disrupt financial planning across various sectors, placing undue strain on individuals and businesses unprepared for such drastic measures."

Entireti appoints chief investment officer

JAMIE WILLIAMSON  |  THURSDAY, 23 JAN 2025
... Wealth and Personal Financial Services, as well as the recently transitioned AMP licensees. These include AMP Financial Planning, Charter Financial Planning, Hillross, and Jigsaw Advice Solutions. In all, it has about 1300 financial advisers on its books. ...

One in three investors to boost private credit holdings: Survey

MATTHEW WAI  |  THURSDAY, 23 JAN 2025
According to a new study, more than one in three investors are planning to increase their allocation to private credit this year. Private credit has been one of the "most dynamic" sectors of the alternative assets market over the past decade, with plenty ...