Search Results | Showing 501 - 510 of 6830 results for "Tax" |
| | | ASIC banned a financial adviser who was found to have lied to the Tax Practitioners Board (TPB) to remain registered and provided advice to clients despite being unable to manage his own tax affairs. John Hazell, formerly managing director of Richmond ... |
| | | | ... where advisers have become especially scarce. This follows the ATO's recent confirmation that financial advice fees for tax-related guidance are now deductible. "The cost of financial advice has increased since the Financial Services Royal Commission ... |
| | | | RQI Investors, an active quantitative equities manager within the First Sentier Investors Group, has promoted three senior staffers. Joanna Nash and Ron Guido have expanded their responsibilities as senior quantitative portfolio managers with promotions ... |
| | | | ... investors' direct holdings, including materially reduced paperwork (domestic and overseas) and investors do not incur direct tax for each profitable sale decision." MFF chair Annabelle Chaplain noted that in recent years Montaka Global's fund investments ... |
| | | | ... estate planning process beyond the initial referral, often resulting in sub-optimal outcomes including nothing being done, poor tax outcomes and potential brand damage to the firm. "We are helping advisers reshape the estate planning experience by supporting ... |
| | | | ... increased to $111.7 billion with the help of 70% of investments exceeding performance objectives. It earned operating pre-tax profit of $125 million in FY24. An additional $252.5 million will be returned to the Queensland government as a shareholder. ... |
| | | | ... to client portfolios in 2024, split across guidance provided on asset allocation (1.1%), behavioural coaching (3.3%), and tax planning (1.3%). FAAA's study also debunks the myth that financial advice is solely for the rich. At his own practice, Globe ... |
| | | | During the first half of 2024, ASIC acted against the registration of 13 approved self-managed superannuation fund (SMSF) auditors. ASIC's concerns covered a range of topics, including breaches of auditing and assurance standards, independence requirements ... |
| | | | GESB, the public sector fund for Western Australia, has had its governing regulations amended to enable its adoption of the 2019 Protecting Your Super reforms - part of a broader suite of changes it's looking to implement to ensure sustainability. This ... |
| | | | ... surveyed in the study. In the same vein as Australian financial advisers, cost advantages are driving 85% of US advisers to ETFs. Tax efficiencies was the second most popular reason for investing in ETFs. VanEck Asia Pacific chief executive and managing ... |
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