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Showing 6571 - 6580 of 18271 results for "Plan"

Heffron acquires superannuation advice specialist

DARREN SNYDER  |  THURSDAY, 10 AUG 2017
Heffron SMSF Solutions acquired a Queensland firm that specialises in providing superannuation education to financial advisers. Joining the New South Wales and Hunter Valley-based SMSF service provider is McPherson Super Consulting - a firm that also ...

Aura appoints new head of distribution

ALEX BURKE  |  THURSDAY, 10 AUG 2017
Having recently boosted its financial planning network through an acquisition, Aura Group is also welcoming a new head of distribution. Chris Faddy joined Aura in May from Vantage Point Asset Management, where he was head of distribution and client ...

Major advice firm endorses first home super saver scheme

DARREN SNYDER  |  WEDNESDAY, 9 AUG 2017
... buyers continue to face immense affordability challenges. "Certainty about how to access support is important to help buyers plan out their finances for the year ahead," Cole said. The proposed First Home Super Saver Scheme offers tax concessions for ...

Intiger seeks global scale with leadership change

JAMIE WILLIAMSON  |  WEDNESDAY, 9 AUG 2017
A management reshuffle at financial planning software provider Intiger Group will see its managing director renew focus on the global business' expansion plans. Following the successful launch of its BOOM platform, Intiger has announced that founder ...

First home super scheme may not make it to parliament in 2018

EMMA RAPAPORT  |  TUESDAY, 8 AUG 2017
Bills to enact the First Home Super Savers Scheme, residential downsizing incentives, and a raft of additional superannuation and retirement policies announced following this years' Budget may not be introduced to Parliament before the end of the year. ...

FinaMetrica merges with global software provider

JAMIE WILLIAMSON  |  TUESDAY, 8 AUG 2017
Australian-based risk specialist FinaMetrica has merged with a Canadian investment and financial planning software provider. Having already collaborated for more than a decade, Toronto-based PlanPlus and FinaMetrica, under the umbrella of PlanPlus Global ...

Melbourne to host SMSF expo

KARREN VERGARA  |  MONDAY, 7 AUG 2017
Melbourne will host the Self-Managed Super Fund Expo next year, bringing together critical players in the SMSF space. New clients considering setting up an SMSF will have the chance to meet superannuation service providers, trustees and industry experts. ...

Advice too pricey for poor Australians

JAMIE WILLIAMSON  |  MONDAY, 7 AUG 2017
... their needs were more complicated, or if they earned more or had money to invest. But tackling debt or implementing a savings plan is actually the ideal time to engage a financial adviser," Bourguignon said. "We certainly need to start changing our view ...

Best practice drives Media Super appointments

JAMIE WILLIAMSON  |  FRIDAY, 4 AUG 2017
Media Super has expanded its leadership team with the addition of two superannuation experts. Joining as general manager, engagement is Jennifer McSpadden. She joins the $4.9 billion super fund from fintech SuperEd. Appointed in June, McSpadden replaces ...

Retirement advice will take hit from education reform

JAMIE WILLIAMSON  |  THURSDAY, 3 AUG 2017
Australian baby boomers will struggle to receive quality financial advice as experienced financial planners continue to offload practices at bargain prices in the face of regulatory reform. As more high-level advice needs grow for Australians facing ...