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Showing 761 - 770 of 10926 results for "Planning"

ANZ transfers Will bank to Equity Trustees

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAY 2024
ANZ Bank will hand over its 6000-strong Will bank to Equity Trustees, following a decision to cease estate planning services from July. Equity Trustees will have one of the largest Will banks in the country as a result of the move, adding to the sizeable ...

Budget 2024: Stage 3 tax cuts to take effect July 1

ELIZA BAVIN  |  TUESDAY, 14 MAY 2024
The Stage 3 tax cuts will go ahead as planned after the Albanese government made some amendments due to the cost-of-living crisis. Coming into effect July 1, every taxpayer will benefit from a tax cut. However, those earning over $180,000 will see their ...

Budget 2024: Change to foreign investment rules

ELIZA BAVIN  |  TUESDAY, 14 MAY 2024
... adds discipline to investments in the national interest, and strengthen and streamline approvals - across environmental, planning, cultural heritage and foreign investment," Chalmers said. The government will strengthen the foreign resident capital gains ...

Budget 2024: Cost of living relief takes centre stage

ELIZA BAVIN  |  TUESDAY, 14 MAY 2024
Support will be boosted for Australians facing acute and urgent financial pressures with $138 million to meet sustained high demand for crisis support including emergency relief, food relief and financial support services. Treasurer Jim Chalmers announced ...

Wealth firms 'still have PTSD from the Royal Commission': Deloitte

ANDREW MCKEAN  |  TUESDAY, 14 MAY 2024
... uncertainty around governance and the impact on investment returns, it remains a high priority, with 50% of Australian firms planning to significantly expand their ESG offerings over the next three years. However, Deloitte's data suggests that younger ...

Wholesale investor test reform has several ramifications: SIAA

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
Proposed changes to the wholesale investor test potentially have sprawling ramifications for financial advisers and is something some experts say will need to be thoroughly nutted out before the government pushes any reforms over the line. Potentially ...

Advisers urgently call on Treasury to recognise degrees

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
... entrants and career changes. This includes undertaking a few bridging units rather than an entire unrelated financial planning degree or graduate diploma. Fox described the education pathway that recognises veteran advisers' experience that passed ...

Bell Financial Group launches Tandem Securities

ANDREW MCKEAN  |  TUESDAY, 14 MAY 2024
... to their clients. Concurrently, Bell Potter Capital, a sister company, was offering lending solutions internally and planning for external offerings. More recently, a third-party clearing capability was introduced, becoming fully operational in 2021. ...

Former super fund adviser receives permanent ban

JAMIE WILLIAMSON  |  TUESDAY, 14 MAY 2024
... According to the ASIC Financial Adviser Register, Dzawo held a Bachelor of Commerce (Accounting, Finance and Financial Planning) from Deakin University and held no industry association memberships.

FAAA calls for 'fairness' ahead of Budget

ELIZA BAVIN  |  TUESDAY, 14 MAY 2024
The Financial Advice Association of Australia (FAAA) has called on the Federal government to better manage costs across the Compensation Scheme of Last Resort (CSLR) and implement a fairer ASIC funding levy for advisers. In its pre-budget submission ...