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Showing 1 - 10 of 2294 results for "Budget"

Millions of Aussies want episodic advice: Research

MATTHEW WAI  |  FRIDAY, 6 DEC 2024
More than 10 million Australian adults are set to seek financial advice, with more than half wanting access to a more flexible offering, a new report from Investment Trends reveals. The 2024 Financial Advice Report indicates that, out of the 21 million ...

Equity Trustees completes AET integration

ELIZA BAVIN  |  THURSDAY, 5 DEC 2024
... director Mick O'Brien said the acquisition was exceeding expectations. "The integration was completed within the $22 million budget, delivering revenue synergies of $3.9 million in FY24, and the anticipated annual cost synergies of $3.5 million per annum ...

2025 economic outlook 'threatening': AMP

ELIZA BAVIN  |  THURSDAY, 5 DEC 2024
... China could escalate," Oliver said. "Political uncertainty will likely be high in Europe with issues around the French budget and another potential election and a German election in the first half; and the Australian election is due by May although it's ...

Super funds set renewables targets

ELIZA BAVIN  |  MONDAY, 25 NOV 2024
The Association of Superannuation Funds of Australia (ASFA) has welcomed the decision at a recent Treasury investor roundtable to progress work towards encouraging greater investment in Australia's renewables transition. The roundtable was for the Net ...

Magellan warns of staggering sovereign debt

KARREN VERGARA  |  WEDNESDAY, 6 NOV 2024
... with a worsening in growth outcome," Magellan portfolio managers Elisa Di Marco and Alan Pullen say. "With the US federal budget deficit expected to hit US$1.8 trillion in 2024 and both US presidential candidates promising billions more in spending ...

Retail super funds spend big on advice

KARREN VERGARA  |  FRIDAY, 1 NOV 2024
... spent a whopping amount on external financial advisers. Seventeen out of the top 20 super funds that had a massive advice budget were retail funds. AMP's Wealth Personal Superannuation and Pension Fund spent $294.5 million on external financial planning ...

Cbus rolls out Advice Essentials Plus

KARREN VERGARA  |  MONDAY, 28 OCT 2024
... super, but also on spending in retirement. "For things they want to do, like a holiday or a home renovation. Or how they budget for the retirement phase, understanding when they can be spending more or less," she said. Advice Essentials Plus charges ...

Making a splash: The economic impact of AUKUS

KARREN VERGARA  |  WEDNESDAY, 23 OCT 2024
... 32.4%, and has done so in the last three years. As Australia beefs up its war chest, pledging $55.7 billion in the 2024-25 Budget, a sum that is projected to grow to $100 billion in 10 years' time, it is beset by tensions in the Middle East nearing ...

Harvard endowment delivers 9.6% return, hits $53.2bn

ANDREW MCKEAN  |  FRIDAY, 18 OCT 2024
Harvard University's endowment has delivered a 9.6% return for the fiscal year ending September 30, bringing its total value to $53.2 billion. The endowment, which targets an 8% annual return, has achieved an annual return of 9.3% over the seven years ...

Harris vs Trump: Key economic policy differences

ELIZA BAVIN  |  TUESDAY, 15 OCT 2024
MLC senior economist Bob Cunneen has said the US budget deficit is expected to soar over the next 10 years no matter who wins the upcoming US presidential election. Cunneen said the US people will once again "be making profound choices" come November ...
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