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Showing 631 - 640 of 5371 results for "Association"

AFA posts $273,135 operational loss

ANDREW MCKEAN  |  TUESDAY, 8 NOV 2022
The Association of Financial Advisers (AFA) has reported an operating loss of $273,135, an improvement of $94,655 from last year's result, as it gears up for the vote on its proposed merger with the Financial Planning Association of Australia (FPA). ...

Government eyes crackdown on super tax concessions

CASSANDRA BALDINI  |  TUESDAY, 8 NOV 2022
... concessions have to be in the national conversation about fiscal sustainability, he's right," Jones said. "The Association of Superannuation Funds Australia has also identified the cost of high balance superannuation funds." Other voices emerging ...

Australian Retirement Trust names State Street as custodian

JAMIE WILLIAMSON  |  MONDAY, 7 NOV 2022
... in 2018, taking over the mandate State Street had held since 2012. According to the Australian Custodial Services Association, as at June end, State Street ranked as the fourth largest custodian in Australia with $625.4 billion; Northern Trust ranked ...

FPA membership declines, deficit materialises

ANDREW MCKEAN  |  THURSDAY, 3 NOV 2022
The Financial Planning Association of Australia's (FPA) membership has fallen to 10,954 members from 11,811 last year, and the association has recorded a before-tax deficit of $1.2 million for the year ended June 30. FPA member numbers decreased ...

FPA welcomes new board members

CASSANDRA BALDINI  |  WEDNESDAY, 2 NOV 2022
The Financial Planning Association of Australia (FPA) has re-elected William Johns to its board and welcomed Angela Martyn and Jade Khao as new members. All positions will be locked into a three-year term starting November 22. Johns has held a position ...

Hejaz receives RIAA fund certifications

CASSANDRA BALDINI  |  TUESDAY, 1 NOV 2022
Hejaz Financial Services received certification from the Responsible Investment Association Australasia (RIAA) on four of its funds. The funds include Hejaz Global Ethical Fund, Hejaz Equities Fund, the Hejaz Property Fund and the Hejaz Income Fund. ...

2022 Power50 advisers revealed

STAFF WRITER  |  MONDAY, 31 OCT 2022
... over 7542 votes received. All candidates were screened by the Financial Standard editorial and data team, and the Association of Financial Advisers and the Financial Planning Association of Australia. As to be expected given the immense change seen in ...

FPSB names new leader

CHLOE WALKER  |  FRIDAY, 28 OCT 2022
Former Financial Planning Association of Australia chief Dante De Gori has been named as the new head of the global Financial Planning Standards Board. The appointment is effective in January, following the departure of current chief executive Noel ...

Yarra Capital adds sustainability lead

JAMIE WILLIAMSON  |  THURSDAY, 27 OCT 2022
... measurement and social impact and has worked on projects for both the Victorian government and Responsible Investments Association of Australasia. "We are incredibly excited to be welcoming Erin to Yarra. There has never been greater focus on ESG and ...

Government scraps legacy tax, super measures

JAMIE WILLIAMSON  |  WEDNESDAY, 26 OCT 2022
... recipient category for providers of pastoral care or wellbeing services in schools. On the annual audit requirements, SMSF Association chief executive John Maroney said: "It was a controversial measure that contained a range of complexities and concerns ...