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Showing 71 - 80 of 3559 results for "Personal"

Super funds defend controversial weapons holdings

KARREN VERGARA  |  FRIDAY, 2 FEB 2024
... recognises that some of its members have concerns about ethical investments and that ethical investing "aims to integrate personal values with investment decisions - but that can mean different things to individual investors". UniSuper referred the member ...

Treasury details winners from tax concessions on super contributions

ANDREW MCKEAN  |  THURSDAY, 1 FEB 2024
... July 2025, is initially expected to impact less than 0.5% of Australians. Under the current system, while employer and personal contributions to super funds are usually taxed at 15%, individuals earning over $250,000 face a 30% rate on contributions ...

Interest rates drive adviser conversations in 2024

KARREN VERGARA  |  THURSDAY, 25 JAN 2024
... individuals to enter the market without facing significant stress. The urgency to secure a property, often driven by personal or familial circumstances, has led some to make decisions under pressure," he said. Navigating this environment, therefore ...

Aussies want advice from their super fund: CFS

CHLOE WALKER  |  TUESDAY, 23 JAN 2024
... respondents who currently have a financial adviser. It found that almost half (44%) of consumers who have never received personal advice want their super fund to provide it. The majority of those (60%) who already have an adviser also want this. The ...

Gen Zs now 'loud budgeting': Research

CHLOE WALKER  |  MONDAY, 22 JAN 2024
... entertainment ($64), car journeys to save on petrol ($70), food delivery services ($96), and streaming services ($30). NAB Personal Banking executive Paul Riley said that in 2024, being 'cash conscious' is officially cool with terms like 'loud ...

Adviser registration deadline moves to February 16

KARREN VERGARA  |  FRIDAY, 19 JAN 2024
... said failure to comply could incur significant consequences for unregistered financial advisers who continue to provide personal advice, together with their AFSL. "The provision of personal advice by unregistered advisers is prohibited and carries significant ...

Legalsuper investment strategy lead departs

ELIZABETH FRY  |  FRIDAY, 19 JAN 2024
The head of investment strategy at legalsuper has jumped ship for a chief investment officer role. Linda Trusler, who worked for the $5 billion superannuation fund dedicated to the legal community for almost five years, has joined Rajomon Asset Management ...

Advisers urged to check ASIC registration status

JAMIE WILLIAMSON  |  THURSDAY, 18 JAN 2024
... (Hayne Royal Commission Response - Better Advice) Act 2021, all relevant providers must be registered with ASIC to provide personal financial advice to retail clients from next month. This obligation is separate to the requirement to be listed on the ...

Former UniSuper chief appointed to CSLR board

ANDREW MCKEAN  |  TUESDAY, 16 JAN 2024
... April 2024, offers up to $150,000 in compensation for eligible claims against insolvent financial firms in areas such as personal advice and securities dealing for retail clients.

Court fines Linchpin, Endeavour directors

KARREN VERGARA  |  THURSDAY, 11 JAN 2024
... used their positions by receiving unsecured loans from the unregistered Investport Income Opportunity Fund for their personal use. Daly received loans totalling $130,000 while Raftery took a $40,000 loan. The money was also used to make loans to then-subsidiary ...