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Showing 511 - 520 of 10925 results for "Planning"

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 ...

$3m super tax will level playing field: Australia Institute

KARREN VERGARA  |  TUESDAY, 21 JAN 2025
... any kind." A new report from the Grattan Institute shows that Australians find the superannuation system and retirement planning frustrating and few retirees draw down on their retirement savings as intended, making it a "massive inheritance scheme" ...

Green budgets fatten amid global uncertainty

ROSE MARY PETRASS  |  TUESDAY, 21 JAN 2025
... This represents an increase of 10 percentage points from 2024. Priority areas are climate tech, with 72% of executives planning to spend more on hydrogen, renewables, batteries, nuclear, and carbon capture. More than half of businesses intend to invest ...

Legalsuper hunts for CIO

ELIZABETH FRY  |  THURSDAY, 16 JAN 2025
... strategy and office of the CEO. She replaces Alissa Knight who left to join HESTA as the general manager of strategic planning. Reporting to Symons, Abraham will run the fund's strategic planning and execution process. She is accountable for ensuring ...

Local private wealth manager appoints new chief

ANDREW MCKEAN  |  THURSDAY, 16 JAN 2025
... appointed a new chief executive. Jim DeCarlo has stepped into the role at the firm, which specialises in strategic financial planning, bespoke portfolio management, and family office services. DeCarlo has over three decades of experience working globally ...

The highest paying jobs in financial services: Data

ELIZA BAVIN  |  THURSDAY, 16 JAN 2025
... for career advancement and a work-life balance. With pay being top of mind, the survey found that 68% of businesses are planning to retain their employees with pay rises this year. Additionally, many financial services firms are looking to expand, with ...