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Showing 501 - 510 of 11036 results for "Planning"

Awareness of options could boost advice access: CFS

MATTHEW WAI  |  MONDAY, 2 JUN 2025
... superannuation was the topic they'd most like to receive advice on, while 34% cited saving for retirement and 31% said planning for retirement. Further, as for why they're not using an adviser, 36% said they can't afford it. CFS said "this presents a ...

ASIC blasts managed funds' poor compliance plans

KARREN VERGARA  |  MONDAY, 2 JUN 2025
... Following the review, it is now investigating potential breaches of compliance plan obligations. "Failing to plan is planning to fail," the corporate watchdog warned. Out of the three obligations, the approach to DDO requirements was the poorest, followed ...

Regal Partners charts US expansion

JAMIE WILLIAMSON  |  FRIDAY, 30 MAY 2025
Regal Partners is planning a push into North America, as it also prepares to launch a multi-strategy income fund locally. Providing an update at the company's annual general meeting yesterday, Regal Partners chief executive Brendan O'Connor spoke of ...

Ironbark acquires family office firm

ELIZA BAVIN  |  FRIDAY, 30 MAY 2025
... Mercury offers a range of financial services from investment advice, asset protection, tax structuring, succession, estate planning and philanthropy to high-net-worth individuals. Ironbark head of private wealth Jason Harwood said the acquisition was ...

Aware Super beefs up sustainability team

ELIZABETH FRY  |  THURSDAY, 29 MAY 2025
... stakeholders, and industry peers. With a background in climate science, sustainability best practice and infrastructure planning, Lucchese worked for the EU Commission, the UK's Capital Markets Union and the UN Global Compact's Cities Program. ...

New SMSF trustees drive financial advice uptake

ANDREW MCKEAN  |  WEDNESDAY, 28 MAY 2025
... administration, taxes, choosing what to invest in, and then personal considerations such as retirement income needs and estate planning," Smith said. The research found that advised SMSFs are more likely to report advice gaps around intergenerational ...

CSLR levy underspend expected as claim processing slows

ANDREW MCKEAN  |  WEDNESDAY, 28 MAY 2025
The Compensation Scheme of Last Resort (CSLR) is set to underspend its $24.1 million FY25 levy. The CSLR said that while the claim volume originally estimated in December 2023 is still expected to eventuate, claims have taken longer than anticipated ...

Count Financial class action dismissed

ELIZA BAVIN  |  WEDNESDAY, 28 MAY 2025
Count Financial has successfully defended itself against a class action which was filed in 2020 alleging it failed to ensure financial advisers were acting in their clients' best interests. The case has been before the court for just shy of five years ...

Small construction firms drag productivity: CEDA

KARREN VERGARA  |  TUESDAY, 27 MAY 2025
... construction productivity, CEDA recommends streamlining land-use regulation across all levels of government, including planning and zoning laws and subdivision regulations. It also urges the government to consider adjusting the relative tax rates and ...

Industry groups hammer out guidance on tax-deductible advice fees

ANDREW MCKEAN  |  MONDAY, 26 MAY 2025
The Financial Advice Association Australia (FAAA), in consultation with leading accounting bodies, has released new guidance on tax-deductible advice fees. The guidance follows the release of the ATO Tax Determination in September last year, which the ...