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Showing 61 - 70 of 4062 results for "Personal"

Financial services CSLR Levy hits $198m

MATTHEW WAI  |  THURSDAY, 2 JUL 2026
... schemes. In total, the CSLR has processed 1567 claims, up from 912 in the initial levy estimate, it said. As a result, the personal financial advice sub-sector will see its responsible levy skyrocket to $190.3 million, a $63.4 million increase for the ...

Tribunal shortens financial adviser's five-year ban

KARREN VERGARA  |  WEDNESDAY, 1 JUL 2026
Financial adviser Christian Henry has scored a partial win in reducing ASIC's five-year ban on providing personal financial advice to three years upon appeal. Henry was initially banned by ASIC while he worked at MWL Financial Services over advice ...

WA director admits investor deception

VINNY VUCAGO  |  TUESDAY, 30 JUN 2026
... trading. Instead, prosecutors allege Bowden dishonestly use his position as director to access and spend investor funds on personal expenses, payments to other investors and other non-trading purposes. The matter has been adjourned to the Perth District ...

Generation Life confirms personal information leaked in cyber incident

MATTHEW WAI  |  THURSDAY, 25 JUN 2026
... 17 May 2026. Following a detailed investigation and data review, Generation Life is now "notifying individuals whose personal information has been confirmed as impacted." It did not confirm the number of individuals affected. "This relates to a limited ...

Small fee increases cost nest eggs $77k: Vanguard

KARREN VERGARA  |  WEDNESDAY, 24 JUN 2026
... around 0.9% p.a., Vanguard found members may overpay without realising the long-term impact. Vanguard Australia chief of personal investor Renae Smith said rising inflation and cost-of-living pressures make it more important for retirement savings to ...

FEATURE | Member engagement | On the ball

KARREN VERGARA  |  TUESDAY, 23 JUN 2026
... found only one third of employees chose their own super fund. Young people were also three times less interested in their personal superannuation affairs compared to older people. Only one-fifth of young Australians were interested in such matters compared ...

HESTA launches campaign around super tax benefits

MATTHEW WAI  |  WEDNESDAY, 17 JUN 2026
... of tax benefits during the period. The survey revealed most understood the option to salary sacrifice (64%) or make a personal after-tax contribution into their super (70%), but awareness was well below 50% for all other options, including government ...

Product showcase: Reframing financial advice

THE FINANCIAL STANDARD TEAM  |  MONDAY, 15 JUN 2026
... 'tax-paid structure' where earnings are taxed internally within the product to help reduce the impact of higher personal marginal tax rates. If the investor keeps the investment bond for 10 years or more and it is not reset, it's considered ...

Super funds race to implement digital advice

VINNY VUCAGO  |  FRIDAY, 12 JUN 2026
Australian superannuation funds are increasingly turning to digital advice tools to bridge the longstanding gap between members needs and access to affordable financial guidance, according to executives at wealth technology Bravura Solutions. Speaking ...

Janus Henderson builds AI for investment teams

RIDDHIMA TALWANI  |  FRIDAY, 12 JUN 2026
Janus Henderson is building an artificial intelligence (AI) research management tool LIBROS for its investment teams in collaboration with Percepta, an enterprise AI transformation company. Powered by Claude, the tool will help the investment team's ...