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Showing 911 - 920 of 18240 results for "Plan"

ASX reports 'record' revenue for 1H25, lags in listings

MATTHEW WAI  |  THURSDAY, 13 FEB 2025
The Australian Securities Exchange (ASX) has reported record operating revenue for its half-year result ending 31 December 2024. Following a turnaround year, the exchange saw its operating revenue surge 5.9% to $541.9 million from the previous corresponding ...

ASIC updates on SMSF advice review

ELIZA BAVIN  |  THURSDAY, 13 FEB 2025
... underway into why consumers are advised to establish an SMSF. Plans for the review were first announced in ASIC's Corporate Plan 2024-25 and the regulator has now confirmed two streams of work are now underway. "We will focus on why some consumers are ...

SMSFs outperform APRA funds over five years: Research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
New research shows that self-managed superannuation funds (SMSFs) outperformed APRA-regulated funds by 1.2 percentage points per annum in the five years to June 2023. According to research from the University of Adelaide's International Centre for ...

Local family office backs new venture to invest in climate tech

ANDREW MCKEAN  |  WEDNESDAY, 12 FEB 2025
The family office of Daniel Besen has become an anchor investor in new venture capital firm Climate Tech Partners, investing in "innovative software and hardware companies" accelerating decarbonisation. Climate Tech Partners was founded by Patrick Sieb ...

Lifespan Financial Planning names head of research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
The new appointee will strengthen the firm's investment management capabilities and its commitment to better deliver financial solutions, Lifespan Financial Planning said. Ian Holliday has been appointed head of research and managed accounts, bringing ...

FSCP deregisters adviser for two years

KARREN VERGARA  |  WEDNESDAY, 12 FEB 2025
A financial adviser who provided "incompetent" SMSF advice has been barred from practising in the industry for two years by the Financial Services and Credit Panel (FSCP). Glenn Paul Meilak helped clients set up SMSFs in a way that was "systemic" and ...

Australians don't trust politicians with their super: FSC

ANDREW MCKEAN  |  TUESDAY, 11 FEB 2025
... in the government when setting superannuation taxes was at -13 and dropped to -18% after respondents were informed of its plan to increase taxes on balances over $3 million. Then, when asked whether they believed the government would introduce further ...

Cbus faces fresh investigation over fund expenditure practices

ANDREW MCKEAN  |  TUESDAY, 11 FEB 2025
... program to address concerns around its risk management and "related issues," along with the publication of a rectification plan by the fund to address its weaknesses in governance and expenditure processes - as identified by the Deloitte review, which ...

Jones flags drafting of Tranche 2 legislation

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
Assistant treasurer Stephen Jones said Tranche 2 of the Delivering Better Financial Outcomes (DBFO) reforms remains a priority before he bows out of politics but fell short of confirming when the draft bill will see the light of day. Jones told a recent ...

Link Wealth expands into Tasmanian market

MATTHEW WAI  |  TUESDAY, 11 FEB 2025
... Levera's support, we can rapidly scale operations, increasing adviser productivity and enabling practices to expand. The plan is to triple Sky Advisers' business in the next year." Sky Advisers managing director Daniel McCarthy is excited to leverage ...