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Showing 851 - 860 of 3997 results for "Personal"

ASIC freezes assets of unlicensed property mogul

CASSANDRA BALDINI  |  WEDNESDAY, 8 JUN 2022
... 24 months. ASIC further alleges Hopkins has been running a financial services business without a licence by providing personal advice to investors, which included advising investors to roll over their superannuation into self-managed superannuation funds ...

ASIC releases estimate cost recovery levies for 2021/22

ANDREW MCKEAN  |  TUESDAY, 7 JUN 2022
... recovery implementation statement, ASIC proposed a minimum levy of $1500 plus $1142 per adviser for licensees that provide personal advice to retail clients on relevant financial products. The $1500 flat per licensee charge remains unchanged after the ...

LGIAsuper to become Brighter Super

JAMIE WILLIAMSON  |  MONDAY, 6 JUN 2022
... Farrar said. "United, the funds under the Brighter Super banner will now expand nationally to provide the same level of personal service for which each fund has been known and trusted." Farrar also thanked the fund's members for their contribution ...

Lifespan partners with OpenInvest to launch advice solution

ANDREW MCKEAN  |  FRIDAY, 3 JUN 2022
... steps via a digital solution to address the needs of Australians who would like professional assistance at a level below personal advice. "In an ideal world, every Australian would be able to afford a personal financial adviser, however, the reality ...

BT answers advisers' top tax time questions

ANDREW MCKEAN  |  WEDNESDAY, 1 JUN 2022
... strategy are in a relationship where one person is in a high-income bracket and the other person has a lower level of personal income," Howard explained. The person with the higher income is generally better off maximising their personal contributions ...

APAC market to reach $811.5bn by 2030

ANDREW MCKEAN  |  WEDNESDAY, 1 JUN 2022
An Allied Market Research report has projected the Asia Pacific wealth management market to reach $811.5 billion by 2030. The Asia Pacific wealth management market size was $247.9 billion in 2020 and forecasts indicate a compound annual growth rate ...

Volatile crypto markets need better regulation: CHOICE

ANDREW MCKEAN  |  TUESDAY, 31 MAY 2022
CHOICE has made a submission to the federal government, providing a framework on how to better protect consumers from risks associated with cryptocurrency. According to the latest data from CHOICE's national consumer survey, one in five Australians ...

Calls for Indigenous super beneficiary changes renewed

ANDREW MCKEAN  |  MONDAY, 30 MAY 2022
... disproportionately, as the settings prevent the ATO from providing this information to anyone else other than the legal personal representative, creating a problem when the deceased person does not have one." Established in 2013, the Indigenous Superannuation ...

Spirit Super member data exposed after security attack

ANDREW MCKEAN  |  MONDAY, 30 MAY 2022
... continuing to investigate the extent of the breach and believes there was unauthorised access to a mailbox containing personal data. The personal data that may have been comprised is akin to the information found in an annual statement. It includes items ...

A mixed year for super: KPMG

ANDREW MCKEAN  |  MONDAY, 30 MAY 2022
The annual KPMG Super Insights report has called 2020 and 2021 a challenging period for the superannuation sector, the impact of which will be felt for some time to come. Over 2020/21 investment markets and the super sector rebounded from the initial ...