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Showing 81 - 90 of 10914 results for "Planning"

Super moves: Future Fund, ART, First Super

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
... chief executive of the Superannuation Trustee Office for Guild Group, an executive of ESSSuper, and head of financial planning at Bendigo and Adelaide Bank. He will lead the fund while the board undertakes a formal recruitment process for the next chief ...

Geoff Lloyd to lead Perpetual wealth spin-off

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
... high-net-worth clients, charities, and private businesses through brands including Perpetual Private, Fordham, Jacaranda Financial Planning, and Priority Life.

Entireti taps AI to centralise advice data

RIDDHIMA TALWANI  |  THURSDAY, 19 MAR 2026
... platform will gather, analyse and organise data from an advice practice's existing technology, including emails, financial planning software and apps, to create a central knowledge base of information and insights. Entireti said this knowledge base will ...

FAAA urges inclusion of advisers on occupational shortage list

ELIZA BAVIN  |  THURSDAY, 19 MAR 2026
... and broader economic stability. "We welcome our ongoing engagement with JSA and other government agencies on workforce planning issues. However, we are concerned that the Stakeholder Survey methodology is heavily reliant upon advertised job vacancies ...

Senate report provides fuel for CGT discount tweak

JAMIE WILLIAMSON  |  THURSDAY, 19 MAR 2026
... in "a degree of concessional treatment relative to labour income which can distort decision making and incentivise tax planning." The current discount provides for a 50% reduction to the tax payable on an asset held for 12 months or more. The government ...

Arthur J. Gallagher & Co. acquires Asset Partners Private Wealth

KARREN VERGARA  |  WEDNESDAY, 18 MAR 2026
... under Godfrey Pembroke. David Just and Mark Raff founded Asset Partners in 2005, offering superannuation and retirement planning, estate planning and administration, portfolio structure and tax management, and home-lending solutions. With Raff retiring ...

Ironbark brings businesses under one national banner

RIDDHIMA TALWANI  |  WEDNESDAY, 18 MAR 2026
Ironbark will consolidate 15 businesses under a new single brand, Ironbark Financial Group. The parent company will operate sub-brands that include Ironbark Advice, Ironbark Private Wealth and Ironbark Investment Solutions. Ironbark Advice encompasses ...

Sequoia advances InterPrac takeover talks

KARREN VERGARA  |  WEDNESDAY, 18 MAR 2026
... Financial Group said it is in "advanced discussions" with an unnamed buyer interested in taking over InterPrac Financial Planning. Updating shareholders on the future of InterPrac, Sequoia said "discussions remain incomplete and there can be no certainty ...

AWAG appoints first head of advice

JAMIE WILLIAMSON  |  TUESDAY, 17 MAR 2026
... commitment to high-quality, compliant and client-focused advice as well as growth and strategic acquisitions in the financial planning, wealth management and accounting arenas." "His experience in governance, compliance oversight and strategic risk management ...

Treasury proposes advice education standard reforms

KARREN VERGARA  |  TUESDAY, 17 MAR 2026
... behaviour, and financial advice fundamentals. The proposed list of financial concepts study includes aged care advice, estate planning and estate law, accounting, banking and investments. "The current curriculum has 223 topics and learning outcomes across ...