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Showing 621 - 630 of 10925 results for "Planning"

Retirement calculators 'can't be counted on': SCA

ANDREW MCKEAN  |  MONDAY, 30 SEP 2024
... Only a fraction of calculators suggested a retirement income that would deplete the balance between the ages 85 and 95. "Planning for retirement is too important to just leave to super funds with a track record of poor-quality guidance. Our findings ...

ETFs preferred vehicles for Aussie, US advisers: Surveys

KARREN VERGARA  |  MONDAY, 30 SEP 2024
The low-cost features of exchange-traded funds (ETFs) continue to attract the glut of financial advisers both here and overseas as only a minority now shun the investment vehicles, new surveys find. The portion of advisers canvassed in VanEck's ...

Mercer names investment solutions lead

ELIZABETH FRY  |  FRIDAY, 27 SEP 2024
... She earlier led her own consultancy, providing investment and portfolio construction advice to independent financial planning firms and dealer groups as well as product and asset management consultancy to asset management firms. Other previous roles ...

Pitcher Partners executives launch advice firm

KARREN VERGARA  |  FRIDAY, 27 SEP 2024
... disruptions for the clients of Pitcher Partners". Some 40% of Viola Private Wealth clients continue to receive accounting, tax planning, or other services from Pitcher Partners. "Charlie is an amazing operator and he has wanted to shape his own destiny ...

ATO revises advice fee tax deductibility rules

JAMIE WILLIAMSON  |  THURSDAY, 26 SEP 2024
The Australian Taxation Office (ATO) has confirmed financial advice fees for tax-related guidance are deductible where the advice is provided by a Qualified Tax Relevant Provider (QTRP). Releasing a final guidance yesterday, the ATO said: "Fees for ...

ASIC extends two advice instruments

KARREN VERGARA  |  WEDNESDAY, 25 SEP 2024
ASIC has extended the reportable situations relief and personal advice record keeping requirement instruments for another five years. The regulator has established ASIC Corporations and Credit (Breach Reporting-Reportable Situations) Instrument 2024/620 ...

Aged care costs begin to worry older Aussies

MATTHEW WAI  |  WEDNESDAY, 25 SEP 2024
Older Australians are increasingly seeking financial advice in relation to aged care costs, new research from Challenger and National Seniors Australia shows. According to the study, calculating aged care costs has become a dominant concern for older ...

Super for housing debate heats up

ANDREW MCKEAN  |  MONDAY, 23 SEP 2024
... rates. The rest is caused by Australia's massive net inward migration, restrictions on supply which at the moment include planning regulations, red tape, frontloading of infrastructure charges, shortages of manpower and materials caused by competition ...

More financially secure women seek advice: Survey

KARREN VERGARA  |  FRIDAY, 20 SEP 2024
Financially secure women in the second half of their lives prioritise living comfortably in retirement and travelling as their key goals and seek financial advice to maintain a level of prosperity, a new survey from Perpetual Private found. Canvassing ...

Advisers reveal hurdles preventing SMA adoption

ELIZA BAVIN  |  THURSDAY, 19 SEP 2024
State Street Global Advisors (SSGA) head of model portfolios EMEA and APAC Kathleen Gallagher revealed the main concerns financial advisers have with employing managed accounts in their business, at the 2024 Financial Standard Managed Accounts Forum. ...