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Showing 731 - 740 of 3996 results for "Personal"

Funds SA chief executive to step down

JAMIE WILLIAMSON  |  WEDNESDAY, 1 FEB 2023
... of Funds SA, capping eight years in the role. Townsend said the decision was not easy and "is very much taken from a personal perspective." She will stay in the role until the board finds a suitable successor, Funds SA said. "It has been an absolute ...

Stop penalising women: HESTA

CASSANDRA BALDINI  |  WEDNESDAY, 1 FEB 2023
... the amount of superannuation balances to $5 million, where investment earnings exceeding this cap are taxed at the top personal income rate.

Fintech predictions for 2023: Finura

CASSANDRA BALDINI  |  TUESDAY, 31 JAN 2023
... 2024. "Building from this, we expect to see a proliferation of generative AI applications on Microsoft Azure tailored to personal financial management. AI will touch all aspects of the advice process, including data gathering, portfolio monitoring, transactions ...

ACCC blitzes social media influencers

ANDREW MCKEAN  |  MONDAY, 30 JAN 2023
... genuine understanding of asset classes, markets, economic drivers, and that products recommended need to address the personal objectives of the investor." According to Neiron, social media can play a key role in increasing financial literacy and getting ...

TPB bans PwC partner over breach

CHLOE WALKER  |  MONDAY, 23 JAN 2023
... trust or fail to act with integrity." "Many Australians and most businesses entrust their tax practitioner with sensitive personal, financial and tax information. Tax practitioners who breach this confidence will not be tolerated." Klug said that rules ...

Australians are unprepared for retirement: Fidelity

ANDREW MCKEAN  |  FRIDAY, 20 JAN 2023
... showed that a third of older Australians who planned their retirement did so earlier than anticipated, mainly due to personal health issues, caring responsibilities, or job loss. Australians plan on reducing work commitments and transition to retirement ...

ASIC commissioner to join Vanguard

JAMIE WILLIAMSON  |  TUESDAY, 17 JAN 2023
... business." "Following the recent launch of Vanguard Super and a successful three years since the business introduced Vanguard Personal Investor, a platform for investors to invest directly with Vanguard, we have progressed in our goal of providing Australians ...

Industry fund tops personal super tables

ANDREW MCKEAN  |  MONDAY, 16 JAN 2023
Research by Rainmaker Information shows that an industry fund has the best performing personal super investment option, as at 30 November 2022. Hostplus Personal - Balanced option ranked first in Rainmaker's last superannuation performance tables ...

Former fund manager employee permanently banned

CHLOE WALKER  |  MONDAY, 9 JAN 2023
... ASIC alleged that between 2019 and 2021 Kim caused the securities held in the managed accounts to trade with his various personal share trading accounts and other accounts he controlled in such a way to make profits on those accounts at the expense of ...

Managed accounts dominated by SMAs

ANDREW MCKEAN  |  WEDNESDAY, 21 DEC 2022
... growth," Dunnin commented. "Managed accounts are growing rapidly while other platform segments such as regular retail personal and corporate superannuation and retirement platforms are being constrained by the widespread disruption and heightened competition ...