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Showing 7611 - 7620 of 18273 results for "Plan"

AFA winner highlights retirement fears

ALEX BURKE  |  THURSDAY, 17 DEC 2015
... partnered with psychologist and Retirement Lifestyle Centre president Barry LaValley to understand how to better outline and plan retirees' goals. They wrote a book, 'So You Think You Are Ready To Retire?' in the process. "This is a new phenomenon we're ...

More CBA-aligned advisers under scrutiny

DARREN SNYDER  |  THURSDAY, 17 DEC 2015
Client files of an additional 17 advisers at Commonwealth Financial Planning (CFPL) and Financial Wisdom (FWL) are to be reviewed for potential inclusion in a compensation program. This is the key finding in KordaMentha Forensic's second report on past ...

OneVentures seeks super fund investment

DARREN SNYDER  |  THURSDAY, 17 DEC 2015
Following Malcolm Turnbull's innovation statement, OneVentures is exploring a potential opportunity to add superannuation funds as investors in its Innovation and Growth Fund II. With federal government plans to lift the tax free cap on early-stage ...

MYEFO writes down billions in super fund taxes

DARREN SNYDER  |  WEDNESDAY, 16 DEC 2015
... will climb from $5.9 billion in 2014-15 to $10.5 billion in 2018-19. Announcing the MYEFO, Morrison said the government's plan is to "responsibly restrain expenditure while supporting economic growth to lift revenues." "Despite revenue write downs of ...

FPA charity names new chair

MARK SMITH  |  WEDNESDAY, 16 DEC 2015
Future2, the charitable foundation of the Financial Planning Association of Australia (FPA), has appointed Matthew Rowe as chair and added three new directors/trustees. Rowe has been the Future2 chair elect since 2014. He joined the Future2 board in ...

Equip drops super fees

DARREN SNYDER  |  WEDNESDAY, 16 DEC 2015
Industry superannuation fund Equipsuper has presented members with an early Christmas present, announcing it will cut fees and costs for accumulation and pension members from February 2016. Fee and cost cuts at the $7 billion fund have come from investment ...

Omniwealth names new COO

MARK SMITH  |  TUESDAY, 15 DEC 2015
Diversified financial services group, Omniwealth, has named its new chief operating officer. Atle Crowe-Maxwell will also be director of the company's new business advisory service. In the role he will be responsible for building a business advisory ...

Paying women more super not the answer

DARREN SNYDER  |  TUESDAY, 15 DEC 2015
Senator Jenny McAllister believes many people don't feel comfortable with the idea of paying women more superannuation as a government response to fix the gender retirement savings gap. McAllister, who chairs the Senate enquiry in to economic security ...

Aussies don't want gift of super this Christmas

DARREN SNYDER  |  TUESDAY, 15 DEC 2015
Over the Christmas break about 30% of Australians would rather pay off debt than top up their superannuation balances according to the latest MLC Wealth Sentiment Survey. Interviewing more than 2000 people in its quarterly survey, MLC found investor's ...

AZ NGA acquires seventh practice

ALEX BURKE  |  TUESDAY, 15 DEC 2015
AZ Next Generation Advisory has made its seventh acquisition, purchasing a Toowoomba-based practice. Part of the RI Advice Group, RI Toowoomba was established in 1992 and has $260 million in funds under advice. As with AZ NGA's previous acquisition ...