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Showing 511 - 520 of 4919 results for "CARE"

FSCP deregisters adviser for two years

KARREN VERGARA  |  WEDNESDAY, 12 FEB 2025
... Credit Panel (FSCP). Glenn Paul Meilak helped clients set up SMSFs in a way that was "systemic" and "displayed a lack of care and a level of incompetence in providing the advice to his clients," the FSCP said. The panel found that Meilak contravened ...

Treasury consults on genetic test ban in life insurance

JAMIE WILLIAMSON  |  WEDNESDAY, 12 FEB 2025
... out cover. Treasury also wants to know what the possible implications of the ban would be on the duty to take reasonable care not to make a misrepresentation, duty of disclosure, and duty to act in utmost good faith. Given there are numerous types of ...

Most retirees who rent live in poverty: Grattan Institute

ANDREW MCKEAN  |  MONDAY, 10 FEB 2025
... with research showing high rents have a greater impact on homelessness than illicit drug use or a history of being in state care. "Without action to tackle housing affordability for poorer Australians, this problem is likely to get worse. Declining rates ...

Government to scrap advisers' approved qualifications list

KARREN VERGARA  |  MONDAY, 10 FEB 2025
The federal government is backtracking on one key financial adviser education requirement by scrapping the list of approved qualifications and proposing to allow any bachelor's degree or higher. Assistant treasurer Stephen Jones this morning announced ...

Almost half of HESTA members retire involuntarily

ELIZA BAVIN  |  MONDAY, 10 FEB 2025
... commissioned by the super fund. The research - prepared by Evolved Thinking - surveyed more than 1800 pre-retirement health, aged care and community services (HACS) workers, which make up the majority of the fund's members. The research identified the ...

Independent financial planning boutique opens in Brisbane

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
Rebecca Scarrabelotti, formerly of Morgans Financial, has opened an independent financial planning boutique - Brisbane Independent Financial Advisory. Scarrabelotti's clients at her new advice practice are typically affluent and over 50. "They [my ...

Viola Private Wealth appoints family office wealth adviser

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
Viola Private Wealth has appointed a financial adviser from Mutual Trust, Australia's largest multi-family office, to deliver bespoke, wealth management solutions. The new appointee, Angus Mann, has a 17-year career in financial services, most recently ...

Insignia exec appointed local chief of MUFG Retirement Solutions

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
A former Insignia Financial exec has taken up a leadership role at MUFG Retirement Solutions following the retirement of chief executive Dee McGrath. The firm appointed Frank Lombardo to a newly created role of chief executive for its Australia and ...

Frontier hires new real assets lead

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
Frontier Advisors has added a former Westbourne Capital executive to head up its real assets team. The investment consulting firm has tasked Lucy Minichiello with leading a dedicated team of eight infrastructure and property specialists and further ...

One more vote needed for $3m super tax

MATTHEW WAI  |  THURSDAY, 6 FEB 2025
Despite being dropped from the Senate program today, the Better Targeted Superannuation Concessions Bill could soon be a reality, with the government needing to secure just one more supporter. The Bill was supposed to be debated in the Senate today ...