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Showing 51 - 60 of 4013 results for "Personal"

Former Berndale director pleads guilty

VINNY VUCAGO  |  MONDAY, 4 MAY 2026
... requirements. In the lead-up to, and immediately following, the licence cancellation, D'Amore transferred company funds for personal benefit and to related parties. Regulators later moved to freeze the company's assets, with Berndale and its ...

Evolution Trustees names chief executive

MATTHEW WAI  |  THURSDAY, 30 APR 2026
... a position he held for nearly a decade. Speaking to Financial Standard, Norman described the appointment as a "great personal honour". "I have been with the business for more than eight years, so this appointment is both a great personal honour and a ...

UBS Global Wealth Management wins mandate

KARREN VERGARA  |  WEDNESDAY, 29 APR 2026
UBS Global Wealth Management (UBS GWM) has been awarded an investment adviser mandate by the Peter MacCallum Cancer Foundation for the third time running. Peter MacCallum Cancer Foundation chief executive Craig Connelly said the long-standing partnership ...

BUSSQ to roll out personalised investment solution

JAMIE WILLIAMSON  |  THURSDAY, 23 APR 2026
BUSSQ is introducing a new offering to members that will enable them to design their investment strategy how they see fit. The new Foundation + Flex solution is BUSSQ's version of the 'Core and Satellite' approach, it explained, saying it provides flexibility ...

Baby boomers look to switch benefactors' advisers: Natixis

RIDDHIMA TALWANI  |  MONDAY, 20 APR 2026
Two-thirds of Australians don't plan to retain their parents' or spouse's financial adviser after they receive an inheritance. According to Natixis Investment Managers' (Natixis IM) Great Wealth Transfer report, baby boomers, Australians aged between ...

Digital advice spurring demand for full personal advice: Report

KARREN VERGARA  |  WEDNESDAY, 15 APR 2026
New research from the Financial Services Council (FSC) reveals digital advice is activating the demand for full personal advice and presents the opportunity for the industry to finally provide regulated digital advice at scale. The role and value of ...

Mutual Trust promotes executive to head of investment solutions

MATTHEW WAI  |  WEDNESDAY, 15 APR 2026
Family office Mutual Trust has promoted one of its directors to the newly created role to reinforce its contemporary wealth offering. Hemant Govan, previously head of research and portfolio management and stationed at the company for over nine years ...

Former super fund chief to steer new fund manager

JAMIE WILLIAMSON  |  FRIDAY, 10 APR 2026
... brings an exceptional track record, unmatched depth of institutional investment experience, and importantly, a genuine personal commitment to the values that underpin everything we do at Affinity," Affinity Capital Group founder and managing director ...

Div 296 requires fixing before finalisation: Industry

MATTHEW WAI  |  THURSDAY, 9 APR 2026
... "These are not marginal cases - they are real, foreseeable scenarios that undermine the integrity of the regime as a personal tax." Overall, Burgess said the discussion with Treasury was constructive, with a shared focus on ensuring the rules are workable ...

Treasury proposes lead generator, super switching reforms

KARREN VERGARA  |  WEDNESDAY, 8 APR 2026
... exemption so that hawking cannot be "cleansed through subsequent financial advice." This could be done via removing the personal advice exemption, restricting the exemption so that it only applies for advisers where they are offering products to existing ...