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Showing 921 - 930 of 18247 results for "Plan"

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 ...

MLC Life names chief risk officer

JAMIE WILLIAMSON  |  MONDAY, 10 FEB 2025
Melissa Ammon is taking over as MLC Life Insurance's chief risk officer on a permanent basis. Ammon has been acting in the role since September 2024 when Jane McGovern was appointed chief customer and strategy officer. She first joined MLC Life in 2024 ...

Government to scrap advisers' approved qualifications list

KARREN VERGARA  |  MONDAY, 10 FEB 2025
The federal government is backtracking on one key financial adviser education requirement by scrapping the list of approved qualifications and proposing to allow any bachelor's degree or higher. Assistant treasurer Stephen Jones this morning announced ...

Renewable energy company secures $160m from Macquarie

KARREN VERGARA  |  MONDAY, 10 FEB 2025
... commented: "The funds obtained with this financing will be used to accelerate and consolidate the deployment of the business plan in Spain which, together with our projects in operation and the projects currently under construction in the United States ...