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Showing 771 - 780 of 4061 results for "Financial planning"

Former AMP adviser sentenced

ELIZABETH MCARTHUR  |  FRIDAY, 27 MAR 2020
A former authorised representative of Charter Financial Planning has been charged over what the judge described as a betrayal of his clients. Trevor Martin from Kiama on the NSW south coast was hit with 750 hours of supervised community service as part ...

SMSFs in flashback to 2008

ELIZABETH MCARTHUR  |  FRIDAY, 27 MAR 2020
... low priced assets to pay a statutory pension amount that they didn't really need," Pinnell said. Verante Financial Planning SMSF specialist adviser Liam Shorte explained while the change may be small to some, it could be very significant to those ...

Australia to lean on super

HARRISON WORLEY  |  MONDAY, 23 MAR 2020
... and "similar products" by 50% for the rest of this financial year and 2020-21. The announcement comes after Financial Planning Association of Australia chief executive Dante De Gori called for the government to reduce the annual minimum payment amount ...

FPA advocates for reduced pension minimums

HARRISON WORLEY  |  FRIDAY, 20 MAR 2020
The Financial Planning Association of Australia is keeping itself busy amid COVID-19 uncertainty, with chief executive Dante De Gori urging the government to consider moves to ease the pressure on retirees, just weeks after he had an audience with the ...

Bridges acquires bank advice business

JAMIE WILLIAMSON  |  THURSDAY, 12 MAR 2020
Bridges Financial Services will take over the financial planning business of a 140-year-year old bank. Following a comprehensive review, IMB Bank has announced it will sell its financial planning business to Bridges, effective May 1. The sale sees Bridges ...

Mercer chief executive to step down

HARRISON WORLEY  |  TUESDAY, 10 MAR 2020
... public sector superannuation Jo-Anne Bloch will step into Walsh's vacant role in the interim, with the former Financial Planning Association of Australia chief executive to begin her new role on April 30. Bloch will also succeed Walsh as Mercer's Pacific ...

A man is not a plan: Rice Warner

ELIZA BAVIN  |  MONDAY, 9 MAR 2020
... super tax concessions, removing the $450 threshold for SG payments, consider providing tax deductibility of financial planning and allow joint super accounts for married couples, amongst other things. Rice Warner said it is not solely the responsibility ...

Banned advisers still working in advice: FPA

ELIZABETH MCARTHUR  |  MONDAY, 9 MAR 2020
The Financial Planning Association of Australia has revealed it is aware of banned financial advisers still working in the advice industry. As part of the government's proposed legislation to implement the recommendations from the Royal Commission ...

First State Super and WA Super in merger talks

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 MAR 2020
... WA Super is the default fund for local government employees in Western Australia. First State Super and its financial planning business StatePlus has had a presence in WA for many years with nearly 8000 members and clients in the State. The merger would ...

Stanford Brown hires Deloitte director, acquires firm

KANIKA SOOD  |  WEDNESDAY, 4 MAR 2020
... into accounting in October last year, as first reported by Financial Standard. The rationale was that having financial planning and accounting under the same roof is efficient and allow for concurrent planning (both use similar type of data), favored ...