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Showing 61 - 70 of 239 results for "Elder"

Outflows dent IOOF advice, funds businesses

KARREN VERGARA  |  MONDAY, 4 FEB 2019
IOOF recorded net outflows of $481 million in its financial advice and funds management businesses during the final quarter of 2018. The advice business suffered $295 million of net outflows despite completing the transition of 661 former ANZ-aligned ...

Curtain call for industry body after 96 years

JAMIE WILLIAMSON  |  MONDAY, 14 JAN 2019
... dealing with Centrelink, Age Pension eligibility, the National Disability Insurance Scheme, general healthcare, aged care and elder financial abuse. According to SCOA's 2018 annual report, the decline in membership substantially impacted its financial ...

Advice dealer group, fintech align

JAMIE WILLIAMSON  |  MONDAY, 7 JAN 2019
A national financial advice licensee partnered with an innovative investment platform. Advisers licensed by Elders Financial Planning can now access Cashwerkz, a term deposit administration service and cash management platform. Advice clients can access ...

Super fund and advice group create alliance

DARREN SNYDER  |  THURSDAY, 20 DEC 2018
An $8 billion industry superannuation fund recently established a partnership with a national financial planning group to expand its advice service to members. Statewide Super and Elders Financial Planning have formed the alliance to expand the super ...

MYEFO: Regulatory funding increases, Budget surplus doubles

DARREN SNYDER  |  MONDAY, 17 DEC 2018
... care packages to connect more older Australians with high-level support. The Government is also establishing a new National Elder Abuse Hotline to provide a point of access to state and territory-based services for older people and their families seeking ...

New initiatives ready advisers for the future

JAMIE WILLIAMSON  |  WEDNESDAY, 5 DEC 2018
Two new joint ventures and an innovative study hub aim to help financial advisers overcome the challenges they face in the wake of the Royal Commission, meeting new education standards and the growing demand for aged care advice. knowITdigital is looking ...

Tax treatment of granny flats under review

JAMIE WILLIAMSON  |  FRIDAY, 30 NOV 2018
... conduct a review of the tax treatment of granny flat arrangements and outline potential reforms to assist the prevention of elder abuse. Under existing tax laws, a homeowner may have to pay capital gains tax where there is a formal and legally enforceable ...

ClearView launches new business, reshuffles executive team

KARREN VERGARA  |  MONDAY, 19 NOV 2018
ClearView has made three executive promotions coinciding with the launch of a new business offering back-office and compliance services to financial advisers. LaVista Licensee Solutions, a licensing service, will be led by Mike Pope as its chief executive. ...

When aged care advice takes an emotional toll

KARREN VERGARA  |  TUESDAY, 13 NOV 2018
The emotionally taxing nature of aged care advice should be embraced with empathy. This was a key takeaway at yesterday's Financial Standard Best Practice Retirement Income Forum. After experiencing the highs and lows of transitioning her father ...

Advice group continues education standards preparation

DARREN SNYDER  |  WEDNESDAY, 31 OCT 2018
A financial advice dealer group has awarded its latest education scholarships aimed to help its advisers navigate upcoming education standards for the industry. Elders Financial Planning awarded a 16 education scholarships at their national conference ...