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Showing 741 - 750 of 18240 results for "Plan"

Advice bodies want efficiency, long-term solutions from Mulino

KARREN VERGARA  |  WEDNESDAY, 14 MAY 2025
Australia's top advice associations are eagerly anticipating meaningful and swift changes to take place under new financial services minister Daniel Mulino, optimistic that critical reforms in the Compensation Scheme of Last Resort (CSLR) and Delivering ...

Vision Super defends new but 'archaic' policy

ELIZA BAVIN  |  TUESDAY, 13 MAY 2025
Vision Super has defended a policy not to share member information to anyone it believes are located offshore, however the way in which the fund allegedly determines the location of an individual has caused a stir. Lifestyle Solutions Financial Planning's ...

Daniel Mulino takes over financial services portfolio

JAMIE WILLIAMSON  |  TUESDAY, 13 MAY 2025
Daniel Mulino is the new minister for financial services and assistant treasurer. Mulino was named in the position by Prime Minister Anthony Albanese yesterday. He brings a great deal of relevant experience to the portfolio. With an extensive background ...

Former financial adviser charged in alleged $160k super fraud case

ANDREW MCKEAN  |  FRIDAY, 9 MAY 2025
Former financial adviser Abdullah Popal has been charged with alleged fraud offences in Sydney's north-west, accused of hoodwinking five individuals out of over $160,000 from their self-managed super funds (SMSFs). A statement from Police NSW said ...

Reducing super tax cap to $2m 'a concern': FAAA

ELIZA BAVIN  |  FRIDAY, 9 MAY 2025
Financial Advice Association Australia (FAAA) chief executive Sarah Abood has voiced concerns about the future of Div 296, given Labor's overwhelming victory at the federal election. The proposed 30% tax on superannuation balances above $3 million could ...

Super funds put foot down on Woodside

ELIZA BAVIN  |  FRIDAY, 9 MAY 2025
... Pickard, who also chairs the Energy Board's Sustainability Committee, with HESTA also voting against the broader remuneration plan. The super funds said the gas giant has failed to meet expectations on climate action and a transition to net-zero. "We ...

Global X recruits key executives

ELIZABETH FRY  |  THURSDAY, 8 MAY 2025
Global X ETFS Australia has appointed a head of operations and finance lead and will shortly hire a senior business development manager to boost growth efforts in Western Australia. The exchange-traded fund provider's operations lead, Steven Romei ...

FAAA calls for stronger consumer protections in advice reforms

ANDREW MCKEAN  |  WEDNESDAY, 7 MAY 2025
The Financial Advice Association of Australia (FAAA) has opposed collective charging for "always complex and costly" retirement planning advice and emphasised the need for consumer protection in the provision of super nudges in its submission to Treasury ...

Macquarie reprimanded again for derivatives compliance failures

KARREN VERGARA  |  WEDNESDAY, 7 MAY 2025
... understanding of its own processes and controls, including around data governance. The bank will now have to prepare a remediation plan to address its failures in the futures dealing business and OTC derivatives trade reporting functions and explain ...

Platinum to lose $1bn mandate

JAMIE WILLIAMSON  |  TUESDAY, 6 MAY 2025
Platinum Investment Management is set to lose a sizeable institutional mandate at the end of the week. The ASX-listed manager disclosed it received notice overnight that an institutional mandate worth about $958 million is to be terminated. The termination ...