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Showing 61 - 70 of 16825 results for "Plan"

Tranche one of advice reforms hits parliament

KARREN VERGARA  |  WEDNESDAY, 27 MAR 2024
The legislation housing the first tranche of financial advice reforms that promise to reduce red tape was introduced in parliament today. Some of the recommendations from the Quality of Advice Review (QAR) include amending ongoing fee arrangements (OFA) ...

New SMSF solution for Islamic Australians launched

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
An Islamic financial services provider has launched an Islamic self-managed super fund (SMSF) solution for members of the Australian Muslim community who want to invest in property for their retirement in a way that is compatible with their faith. Meezan ...

Australia's wealthiest women not getting the advice they need

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
The number of high-net-worth (HNW) women seeking increased engagement with financial services is growing in Australia, according to new research. JBWere and CoreData research found Australian woman are more highly educated, entrepreneurial and participating ...

Deloitte eyes more mergers and product innovation

ANDREW MCKEAN  |  FRIDAY, 22 MAR 2024
... aims to improve outcomes for members, but funds lack complete information on their members. As such, trustees must develop a plan to address the data gaps to "construct better segmented cohorts of members." The RIC also provides "real opportunities as ...

ACNC tightens screws on NFPs with complex corporate structures

JAMIE WILLIAMSON  |  THURSDAY, 21 MAR 2024
The Australian Charities and Not-for-profits Commission (ACNC) announced it will focus on the misuse of complex corporate structures this year. ACNC commissioner Sue Woodward said the commission is "becoming increasingly concerned about the misuse of ...

Chalmers expected to deliver Budget surplus

ELIZA BAVIN  |  THURSDAY, 21 MAR 2024
Treasurer Jim Chalmers is expected to deliver a surplus in the upcoming Federal Budget, but he warned iron ore prices and a softening labour market put a dent in how large it will be. Speaking at an event for the Committee for Economic Development of ...

Institutional investors shift gears amid 'new market regime'

ANDREW MCKEAN  |  THURSDAY, 21 MAR 2024
... equity being prioritised as well as growing allocations to alternatives. Over the next five years, 59% of investors in APAC plan to increase their allocations to private credit and private equity. Public pensions are leading the way, with the vast majority ...

ART adds heavyweights to board

ELIZABETH FRY  |  THURSDAY, 21 MAR 2024
Australian Retirement Trust has welcomed a former Treasury official and former APRA deputy chair to its board. Martin Parkinson and Helen Rowell will sign up as non executive directors of Australia's second-largest asset owner early next month. ...

UK advisers told to review retirement advice processes

JAMIE WILLIAMSON  |  THURSDAY, 21 MAR 2024
Financial advisers in the UK are being asked to examine their processes when providing retirement income advice, following a thematic review that found some "are not even getting the basics right." The Financial Conduct Authority (FCA) undertook the ...

Listed companies drive economy's momentum: ABDO

KARREN VERGARA  |  THURSDAY, 21 MAR 2024
Australian companies continue to defy odds and beat analysts' expectations to help keep the economy on its resilience streak. Perennial Partners lead portfolio manager Stephen Bruce, who presented at the Advisers Big Day Out (ABDO) Capital Cities in ...