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Showing 831 - 840 of 11048 results for "Planning"

AAT mitigates adviser's permanent ban

KARREN VERGARA  |  WEDNESDAY, 3 JUL 2024
The permanent banning of financial adviser Todd Karamian, who faked his exam result, has been slashed to seven years upon appeal. ASIC banned Todd Karamian in March 2023 after the Bluepoint Consulting chief executive and co-founder altered his Financial ...

AustralianSuper unleashes raft of investment and fee changes

ELIZA BAVIN  |  TUESDAY, 2 JUL 2024
... and Choice products. The section that has been removed said: "For advice fees, other than for over-the-phone retirement planning advice mentioned above, the fund claims Reduced Input Tax Credits (RITCs) of 55% on GST it pays and passes the benefit on ...

ASIC calls out sloppy adviser data

KARREN VERGARA  |  MONDAY, 1 JUL 2024
ASIC is reprimanding AFS licensees (AFSL) for submitting inaccurate information about their financial advisers and will ramp up its enforcement from August. AFSLs are making numerous errors when it comes to providing data on the Financial Advisers Register ...

Pacific Current names acting chief executive

KARREN VERGARA  |  MONDAY, 1 JUL 2024
... Clarke as a non-executive director of Pacific Current as of July 1. Her work experience includes leading the financial planning unit of NAB and serving as managing director of Executive Wealth Strategies. Among her numerous board roles, Dawson is a non-executive ...

DASH secures $20m investment from Bailador

ANDREW MCKEAN  |  MONDAY, 1 JUL 2024
... different advice model to give more Australians access to the advice they need to navigate the complex areas of financial planning and investment administration," he said. Meanwhile, Bailador Partner James Johnstone said: "Bailador seeks to make high ...

New recruits top advice industry priority: FAAA

KARREN VERGARA  |  FRIDAY, 28 JUN 2024
The industry is urgently prioritising the recruitment of new advisers as those who remain bear the brunt of paying heftier levies that aggravate the costs of running a business and puts financial advice further out of reach for Australians. The latest ...

APRA: RSE licensees show 'common areas of weakness'

ELIZA BAVIN  |  FRIDAY, 28 JUN 2024
... targeted thematic review of the superannuation industry's preparedness for Prudential Standard CPS 190 Recovery and Exit Planning (CPS 190). For RSE licensees, CPS 190 will come into effect from 1 January 2025 and the letter outlines opportunities ...

Nominations open for FS Power50

STAFF WRITER  |  TUESDAY, 25 JUN 2024
... outstanding advisers based on feature and profile stories we have published in FS Advice - The Australian Journal of Financial Planning. To nominate a worthy financial adviser, please submit a nomination form here. Nominations are open until Friday ...

Financial advice profession 'lacks consistent protocols'

ELIZA BAVIN  |  TUESDAY, 25 JUN 2024
The financial advice profession "lacks consistent protocols" for handling suspected financial abuse and there are insufficient whistleblower protections, according to the Financial Advice Association Australia (FAAA). In its submission to the Parliamentary ...

Super account advice fees a sticking point for advice bill: Senate inquiry

KARREN VERGARA  |  FRIDAY, 21 JUN 2024
The government committee tracking the implementation of the Delivering Better Financial Outcomes (DBFO) reforms emphasised in its final report it wants "greater legal clarity" to how advice fees are deducted from superannuation fund accounts. The Senate ...