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Showing 81 - 90 of 677 results for "expenditure"

UK advisers told to review retirement advice processes

JAMIE WILLIAMSON  |  THURSDAY, 21 MAR 2024
... understanding of risk was either recorded at a high level, inconsistently or not supported by the information on file expenditure analysis was not recorded or completed so it was not clear what the minimum income need was or what proportion were essential ...

Brighter Super signs David Koch as ambassador

JAMIE WILLIAMSON  |  MONDAY, 18 MAR 2024
... comment on the commercial aspects of the partnership. In a statement to Financial Standard, it said: "Our marketing expenditure will be released as part of our disclosures at the Annual Members' Meeting. Except through that disclosure, the contract ...

Australian Ethical, Infradebt to launch infrastructure debt fund

ANDREW MCKEAN  |  FRIDAY, 2 FEB 2024
... support Australia's renewable energy transition. "We estimate that debt capital will provide 50-60% of the total capital expenditure that's required to meet Australia's renewable energy transition targets," Theau said. "Given Australia is aiming to increase ...

Treasury details winners from tax concessions on super contributions

ANDREW MCKEAN  |  THURSDAY, 1 FEB 2024
Treasury analysis shows superannuation contributions in Australia, taxed at concessional rates, significantly favour those with high incomes, in its Tax Expenditures and Insights Statement. As per the Australian Taxation Office's (ATO) latest statistics ...

Retirement phase of superannuation consultation opens

KARREN VERGARA  |  MONDAY, 4 DEC 2023
... could be revising minimum rates to "achieve a smoother drawdown profile over retirement to better reflects retirees' expenditure needs, or providing clarification that they are not intended to be guidance on optimal drawdown rates." In terms of making ...

FCA mulls capital requirements for firms giving bad advice

ANDREW MCKEAN  |  THURSDAY, 30 NOV 2023
... (FSCS) paid out nearly £760 million for poor advice by insolvent personal investment firms between 2016 and 2022. This expenditure was primarily caused by 75 firms, accounting for 95% of the total compensation. The FCA's proposed measures are designed ...

Uniseed partners with major Aussie universities

CASSANDRA BALDINI  |  WEDNESDAY, 15 NOV 2023
... set of partners will allocate approximately $7.7 billion annually for research, including 60% of the total research expenditure by all research organisations in Australia. Through this expansion, Uniseed's representation will increase from 43% to ...

High-performing firms reveal strategies behind success

KARREN VERGARA  |  FRIDAY, 27 OCT 2023
... profit of $809,163. Top firms also boast clients achieving $2675 in profit on average while it costs them $1940 in expenditure per client. Advisers working in a high-performing firm have 10.9 client meets per week and service twice as many clients than ...

Best and worst ETFs of past 12 months

ANDREW MCKEAN  |  THURSDAY, 12 OCT 2023
... clean energy stocks have faced headwinds of rising interest rates which have increased borrowing costs and capital expenditure outlays." Taking the worst hit, the Global X Physical Palladium (ETPMPD), plummeted by 41.7%. The decline mirrors the broader ...

Ireland to create new sovereign wealth fund

JAMIE WILLIAMSON  |  WEDNESDAY, 11 OCT 2023
... intended to preserve the fund over a longer period and that the investment return would be used to support government expenditure. It will be a matter for the government of the day when the drawdown occurs to use the return from the fund appropriately," ...