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Showing 631 - 640 of 10925 results for "Planning"

Hanson backs Dixon Advisory inquiry

KARREN VERGARA  |  WEDNESDAY, 18 SEP 2024
A public inquiry into the collapse of Dixon Advisory will soon launch after the Financial Advice Association Australia (FAAA) gained support from Senator Pauline Hanson in the senate yesterday. After pounding the pavement for months, the FAAA has successfully ...

Remara launches real estate strategy

KARREN VERGARA  |  WEDNESDAY, 18 SEP 2024
... which is property, without the substantial and concentrated capital costs and the exposure to interest rate uncertainty, planning, and they will likely meet the projected development return of 20%, given the housing shortages across the country," Remara ...

TelstraSuper picks Equip for merger partner

JAMIE WILLIAMSON  |  WEDNESDAY, 18 SEP 2024
... opportunity to create a larger fund continuing the focus on providing industry leading superannuation, retirement and financial planning solutions for members." TelstraSuper said a merger with Equip would "leverage their combined strengths in member ...

AMP BOLR litigants face lengthy payout process

KARREN VERGARA  |  TUESDAY, 17 SEP 2024
... $100,000 is a fair or reasonable result." In July 2023, the Federal Court determined that AMP's devaluation of AMP Financial Planning (AMPFP) practices from 4x to 2.5x recurring revenue was "unconscionable". AMP also changed the multiple for grandfathered ...

Scams prevention framework consultation released

ELIZA BAVIN  |  MONDAY, 16 SEP 2024
... consultation with harsh penalties proposed for financial services firms that don't do enough to prevent scams. The government is planning to introduce mandatory codes that would requires financial services firms, along with tech giants and telcos, to ...

The transferrable skills for advisers who changed careers

KARREN VERGARA  |  FRIDAY, 13 SEP 2024
... robust communication skills have helped them succeed in their careers as financial advisers. Forbes Fava Saville Financial Planning senior financial planner and chief executive Cameron Forbes, and Complete Financial Providence director and financial ...

Rising HNW numbers fuel need for specialist advice

JAMIE WILLIAMSON  |  THURSDAY, 12 SEP 2024
... in the number of high-net-worth (HNW) investors in Australia last year, bringing with it increased demand for estate planning, tax optimisation, and investment strategy advice. About 690,000 Australians are now considered HNWs, up from 635,000 last year ...

FAAA ramps up Dixon inquiry campaign

JAMIE WILLIAMSON  |  THURSDAY, 12 SEP 2024
The Financial Advice Association Australia (FAAA) is calling on all federal members of parliament to support a public inquiry into the collapse of Dixon Advisory and the flow-on effect on the Compensation Scheme of Last Resort (CSLR). The FAAA has written ...

SMSFA, Deakin University launch courses for advisers

KARREN VERGARA  |  WEDNESDAY, 11 SEP 2024
SMSF Association, Deakin University, and AccountantsIQ have partnered to deliver two courses for financial advisers. Deakin University is offering Ethics for Financial Services (Intensive), a compulsory bridging unit with 30 CPD hours. It runs across ...

Hostplus launches digital advice platform

ANDREW MCKEAN  |  MONDAY, 9 SEP 2024
... Fund Services (IFS) and financial services software provider Iress to develop the platform. Hostplus head of financial planning and advice Maurizio Lombardi said that SuperSmart takes the fund's offerings to the next level with its user-friendly, fully ...