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Showing 81 - 90 of 11030 results for "Planning"

FEATURE | Platforms | The investment supermarket

RIDDHIMA TALWANI  |  TUESDAY, 21 JUL 2026
Grab a shopping cart and enter the investment supermarket. The shelves are stacked - an Aussie large-cap fund here, an ETF there, a fixed-income fund somewhere near the back, past the alternatives nobody quite understands. There is an estimated $1 trillion ...

Family businesses turn to external chief executives: Deloitte

RIDDHIMA TALWANI  |  TUESDAY, 21 JUL 2026
... with more businesses preferring outside professionals to step into the chief executive roles. Family business succession planning and the next generation 2026 noted a shift towards appointing external professionals to the chief executive role after succession ...

Count rebrands Oracle to Count Wealth

RIDDHIMA TALWANI  |  MONDAY, 20 JUL 2026
Count Financial has rebranded Oracle Group as a new retail brand Count Wealth, after announcing the acquisition earlier in the year. The financial advisory firm also expects further cost synergies over the estimate provided earlier. Oracle Group is ...

NGS Super names head of strategy

MATTHEW WAI  |  FRIDAY, 17 JUL 2026
... spearhead the development and execution of NGS Super's enterprise-wide strategy, including its long-term business planning, retirement income strategy and major growth initiatives, the super fund said. He will also advise the fund's executive ...

AusFood Super looks to revitalise member engagement

MATTHEW WAI  |  WEDNESDAY, 15 JUL 2026
... understanding how RetireSmart+ works beneath the surface. The sophisticated modelling and calculations that underpin retirement planning have always existed, but for many members they've remained difficult to engage with, leaving valuable retirement ...

Entireti names former Perpetual chief as chair

RIDDHIMA TALWANI  |  TUESDAY, 14 JUL 2026
... build a digital ecosystem platform for advice businesses. For the past year, Lloyd has consulted Entireti on strategic planning, governance and strengthening the group's operating framework. "I've observed the evolution of Entireti with the greatest ...

Federal Court lifts Merhi's travel ban

KARREN VERGARA  |  MONDAY, 13 JUL 2026
Former financial adviser Ferras Merhi is now free to travel as the Federal Court lifted travel restraint orders imposed one year ago. Justice Moshinski lifted the Merhi's travel ban on July 9. The order stated the travel restraint handed down one year ...

ASIC levy estimates jump 19% as regulator ramps up funding

VINNY VUCAGO  |  MONDAY, 13 JUL 2026
... will be issued between January and March 2027 after actual costs and calculated. ASIC said the estimates are intended as planning guide only, with final levies to be published in December 2026. Under the industry's cost recovery framework, the cost of ...

Government consults on discretionary trust tax

MATTHEW WAI  |  THURSDAY, 9 JUL 2026
... discretionary trust, as the current tax framework defines discretionary trusts by exclusion, which provides "greater tax planning opportunities" than other types of trusts. "Since the 2026-27 Budget announcement, some stakeholders have provided feedback ...

Nominations open for the 2026 Power50

STAFF WRITER  |  THURSDAY, 9 JUL 2026
... 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 July 20 ...