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Showing 721 - 730 of 4071 results for "Personal"

Greg Combet steps down as IFM Investors, ISA chair

ANDREW MCKEAN  |  WEDNESDAY, 14 JUN 2023
IFM Investors and Industry Super Australia (ISA) chair Greg Combet has relinquished his role to head the government's new Net Zero Agency. Recognised for his expertise in government, investment, climate policy, and industrial relations, as well ...

Pascoe Partners, OpenInvest launch online investing solution

CASSANDRA BALDINI  |  WEDNESDAY, 14 JUN 2023
... broader client base, filling a gap for those who want professional portfolio assistance, whilst not requiring the full personal advice service. "As a well-established firm with offices in Perth and the Wheatbelt region of Western Australia, we have helped ...

Industry bodies respond to QAR recommendations

KARREN VERGARA  |  TUESDAY, 13 JUN 2023
... Association of Superannuation Funds of Australia survey of trustees found that only the majority provide intra-fund and personal advice. "Superannuation funds are well placed to deliver the financial advice that consumers want and need. This can range ...

Treasury to scrap advice admin burdens, boosts intra-fund advice

KARREN VERGARA  |  TUESDAY, 13 JUN 2023
... to their members, as accepted in principle as part of Recommendation 6. Levy said trustees should be able to provide personal advice to their members about their interests in the fund, including when they are transitioning to retirement. "In doing so ...

Perth-based Ponzi scheme shut down by court

JAMIE WILLIAMSON  |  FRIDAY, 9 JUN 2023
... while much was lost. Kaur - which ASIC described as "an unlicensed financial adviser" - also used some of the money for personal expenses, while also collected more than $1 million in fees for the "advice". This occurred between March 2017 and December ...

NGS Super names chief executive

ELIZABETH FRY  |  WEDNESDAY, 7 JUN 2023
Natalie Previtera has been permanently appointed to the role of chief executive after acting in the role for nearly a year. Her appointment followed the retirement of Laura Wright. Previtera joined the $13 billion asset owner in 2019 and was appointed ...

Generation Life rolls out product enhancements

ANDREW MCKEAN  |  WEDNESDAY, 7 JUN 2023
... Generation Life is to empower Australians to live the retirement lifestyle they desire and deserve. Retirement is a deeply personal and emotional time, and we understand that Australians need investment options that give them flexibility and versatility ...

Australia-UK FTA a boon for local business

KARREN VERGARA  |  FRIDAY, 2 JUN 2023
... $66.8 billion in 2018. Iron ore, natural are also Australia's bread and butter, followed by education-related travel and personal travel services. As for imports, personal travel (excluding education) services top the list at $144.8 billion, followed ...

Family office goals at odds with reality: UBS

JAMIE WILLIAMSON  |  WEDNESDAY, 31 MAY 2023
... one chief executive said: "How easily does your family talk about inheritance and hopes and dreams? These things are so personal that it's very difficult. A few years ago, we had discussions with the family where we tried to articulate values. The result ...

Adviser registration extended to October

KARREN VERGARA  |  WEDNESDAY, 31 MAY 2023
... advice while unregistered. The legislation defines a relevant provider as "an individual who is authorised to provide personal advice to retail clients about relevant financial products." It is also a licensee; an authorised representative of a licensee ...