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Showing 721 - 730 of 11050 results for "Planning"

Down but not out: Busting defined benefit myths

ANDREW MCKEAN  |  WEDNESDAY, 23 OCT 2024
... far from straightforward. DB funds require complex actuarial work, tight regulatory oversight, and careful financial planning, she said. One key challenge is that, as the funds shrink over time-whether through payout obligations or mergers-the operational ...

ASIC cans timeshare company AFSL

KARREN VERGARA  |  WEDNESDAY, 23 OCT 2024
ASIC cancelled the AFS Licence (AFSL) of timeshare company Ultiqa Lifestyle Promotions, which has been in trouble in the past for providing bad financial advice. Ultiqa's failure to pay an Australian Financial Complaints Authority (AFCA) determination ...

APRA prioritises supervision of trustee spending

JAMIE WILLIAMSON  |  TUESDAY, 22 OCT 2024
... interest, and once in effect, attestations recommended under Superannuation Practice Guide 515 Strategic and Business Planning (SPG 515) and the role of accountable persons under the Financial Accountability Regime," APRA said. "Where deficiencies are ...

Shifting retirement intentions require super rule change: ASFA

MATTHEW WAI  |  TUESDAY, 22 OCT 2024
An increasing number of Australians are planning to remain in the workforce for longer, with the association calling for super rules to be changed in response. The Association of Superannuation Funds of Australia (ASFA) surveyed 1500 Australians across ...

My Dealer Services appoints head of strategy

MATTHEW WAI  |  MONDAY, 21 OCT 2024
... to the role of head of strategy. Mahadeea is experienced in advising fintech start-ups on launch strategies, strategic planning, competitive analysis, and business development. He is also currently the national deputy chair of the Financial Advice Association ...

GDG records highest quarterly FUM, inflows growth

MATTHEW WAI  |  MONDAY, 21 OCT 2024
... advisers to consider investment bonds as alternative to other investment structures due to the tax arbitrage and vast estate planning benefits," Hackett added. Further, Hackett said the business will continue to look at different channels to boost its ...

ACTU slams plans to Americanise the superannuation system

ANDREW MCKEAN  |  FRIDAY, 18 OCT 2024
... where super was just for the well off," he said. "The Liberals froze workers' super when they had the chance, are planning to force workers to raid their retirement savings just to get into the housing market, and just this week floated that women ...

VFMC investment team takes shape

ELIZABETH FRY  |  FRIDAY, 18 OCT 2024
... and will look after the non-investment decision-making specific aspects of the team, such as policies, procedures and planning. She joined VFMC in 2021 as a senior client account manager.

Perks announces new acquisition

ELIZA BAVIN  |  FRIDAY, 18 OCT 2024
Adelaide-based financial services and accounting firm Perks has acquired local accounting and business services company, GPK Holdich. Perks said the partnership will further strengthen the firm's position as one of Australia's largest independently ...

HUB24 share price, FUA skyrocket

KARREN VERGARA  |  TUESDAY, 15 OCT 2024
HUB24's funds under administration (FUA) hit $113 billion at the end of September while its share price jumped 400% in the last five years. Inflows and the current bull market continue to bolster the platforms business. It recorded net inflows of $4 ...