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Showing 751 - 760 of 4071 results for "Personal"

Hostplus, IFS adopt 'mass-personalised' advice tool

JAMIE WILLIAMSON  |  FRIDAY, 28 APR 2023
Iress is rolling out a new tool providing simple, digital financial advice, with Hostplus and Industry Fund Services the first to take it up. The SuperSmart tool combines digital advice with member education, personalised via registry data, including ...

Lumiant acquires longevity app

KARREN VERGARA  |  FRIDAY, 28 APR 2023
Lumiant has acquired an app that helps financial advisers monitor clients' health, longevity and aged care risks that could impact retirement. Chicago-based Genivity, deemed a health analysis and longevity optimiser (HALO), will integrate into Lumiant's ...

Former adviser jailed for six years

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2023
... adviser was sentenced to six years behind bars for committing a $650,000 fraud, using clients' SMSF savings to pay off his personal debts. Appearing before the Maroochydore District Court, former adviser Brett Gordon faced nine counts of fraud relating ...

Former adviser jailed for nine years

KARREN VERGARA  |  MONDAY, 24 APR 2023
... company QBiotics and Gold Coast-based company Surf Lakes. In one example, Fineff dishonestly obtained $325,000 via a personal loan from Joyce Williams, who was 85 years old at the time. Fineff told Williams he would invest the funds in Sentinel shares ...

ATO keeping tabs on SMSF early access, tax avoidance

KARREN VERGARA  |  FRIDAY, 21 APR 2023
... their direct access to their SMSF bank account and they are using this money to pay for items such as business debts and personal expenses," he said. Illegal early access occurs in two ways. The first, new registrants enter the system purely to illegally ...

Illegal early release of super sees director banned

CHLOE WALKER  |  TUESDAY, 18 APR 2023
... who didn't meet the conditions for early release of super that they could access their super early to buy a home or pay personal debts. Edden-Brown also assisted consumers in doing so, despite not meeting the conditions, so they could repay personal ...

Why clients fire their financial adviser

KARREN VERGARA  |  MONDAY, 17 APR 2023
... The first is that the adviser failed to get to know the client as a person and did not take the time to find out their personal and financial goals. Some reasons related to a specific issue with an adviser's service began with not recognising the ...

Fraudster sentenced to eight years behind bars

CHLOE WALKER  |  MONDAY, 17 APR 2023
... year, Silver pleaded guilty to misappropriating $1.815 million from the scheme companies by transferring funds to his personal bank account, making payments to company employees and paying returns to other investors. Many of the investors were pensioners ...

Government divulges vision for superannuation

ANDREW MCKEAN  |  FRIDAY, 14 APR 2023
... whether it will adopt the Quality of Advice Review recommendation for a modified 'good advice' duty requiring personal advice to be both 'fit for purpose' and 'good'. However, with just 16,000 financial advisers and five million ...

Former Shaw and Partners adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 13 APR 2023
... his clients at significantly different prices. He then used the price margin for his own purposes, including paying off personal debts. ASIC said Ridgway also disguised that a related party was the true owner and seller of the shares he had arranged ...