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Showing 601 - 610 of 10925 results for "Planning"

GDG records highest quarterly FUM, inflows growth

MATTHEW WAI  |  MONDAY, 21 OCT 2024
... advisers to consider investment bonds as alternative to other investment structures due to the tax arbitrage and vast estate planning benefits," Hackett added. Further, Hackett said the business will continue to look at different channels to boost its ...

ACTU slams plans to Americanise the superannuation system

ANDREW MCKEAN  |  FRIDAY, 18 OCT 2024
... where super was just for the well off," he said. "The Liberals froze workers' super when they had the chance, are planning to force workers to raid their retirement savings just to get into the housing market, and just this week floated that women ...

VFMC investment team takes shape

ELIZABETH FRY  |  FRIDAY, 18 OCT 2024
... and will look after the non-investment decision-making specific aspects of the team, such as policies, procedures and planning. She joined VFMC in 2021 as a senior client account manager.

Perks announces new acquisition

ELIZA BAVIN  |  FRIDAY, 18 OCT 2024
Adelaide-based financial services and accounting firm Perks has acquired local accounting and business services company, GPK Holdich. Perks said the partnership will further strengthen the firm's position as one of Australia's largest independently ...

HUB24 share price, FUA skyrocket

KARREN VERGARA  |  TUESDAY, 15 OCT 2024
HUB24's funds under administration (FUA) hit $113 billion at the end of September while its share price jumped 400% in the last five years. Inflows and the current bull market continue to bolster the platforms business. It recorded net inflows of $4 ...

Mutual Trust adds three partners

ELIZABETH FRY  |  MONDAY, 14 OCT 2024
... years ago. He specialises in tax and commercial issues for private and operating family businesses, estate and succession planning. Before the family office, Henderson worked for several Big Four and mid-tier chartered accounting firms where he provided ...

ASIC cancels fewer AFSLs in FY24

KARREN VERGARA  |  FRIDAY, 11 OCT 2024
ASIC cancelled or suspended 239 AFS licences (AFSLs) in the 2024 financial year, which is 9% lower than the prior period. Report 797 Licensing and professional registration activities, which tracks licensing and professional registration activities ...

Netwealth FUA soars, names new chief financial officer

ELIZA BAVIN  |  THURSDAY, 10 OCT 2024
... forward to welcoming Hayden to the team and are confident his extensive experience in financial management and strategic planning from various multi-national technology businesses, will drive Netwealth's continued success," Netwealth chief executive ...

Global X launches defence technology ETF

ANDREW MCKEAN  |  WEDNESDAY, 9 OCT 2024
... heightened national security concerns and sparked global defence spending. "As the global landscape evolves, modern defence planning has shifted towards safeguarding nations through a combination of technology-driven innovations and essential defence ...

FAAA announces 2024 awards finalists

KARREN VERGARA  |  WEDNESDAY, 9 OCT 2024
... highest standards and professionalism. This is the second year the awards take place following the merger of the Financial Planning Association (FPA) and the Association of Financial Advisers (AFA). The finalists for the FAAA CFP Professional of the ...