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Showing 1 - 10 of 99 results for "Budgeting"

Auditor referral threshold test troubling: SMSFA

ANNABELLE DICKSON  |  MONDAY, 13 SEP 2021
... at the start of a new financial year. Although fees, including referral fees, for the previous year may assist in a budgeting or planning process, there are no guarantees that the same level of work will be received the following year." The association ...

NZ Super Fund hires asset allocation head

ANNABELLE DICKSON  |  WEDNESDAY, 23 JUN 2021
... investment strategist to head of asset allocation. Charles Hyde joined the Guardians in 2015 and has since chaired a risk budgeting team and been involved in the 2020 review of the reference portfolio, reviews of investment hurdles and proxies and climate ...

HESTA awards mandate

ELIZABETH MCARTHUR  |  TUESDAY, 8 JUN 2021
... funds on this important digital transformation journey." TechnologyOne will also migrate HESTA's finance and enterprise budgeting as part of the project, which is expected to be completed in late 2021.

Limited advice overdue for disruption

KARREN VERGARA  |  THURSDAY, 18 FEB 2021
... manager of Link Advice at Link Group Duncan McPherson saw a spike in the number of super fund members seeking help around budgeting, cash-flow planning and bill prioritisation during COVID-19. Applying for government incentives like the early release ...

The barriers to limited advice: Licensees

ANNABELLE DICKSON  |  MONDAY, 11 JAN 2021
... could be provided without it. Simple personal advice is advice that deals with superannuation, life insurance, debt and budgeting and whereas complex personal advice specifically includes more complex and or risky products or topics. Alexander said strategic ...

The case for an overhaul of advice: Rice Warner, FSC

ANNABELLE DICKSON  |  TUESDAY, 20 OCT 2020
... simple or complex advice. Simple personal advice is advice that deals with superannuation, life insurance, debt and budgeting and whereas complex personal advice specifically includes more complex and or risky products or topics. The report noted the ...

Demand for advice rises

KARREN VERGARA  |  TUESDAY, 8 SEP 2020
... this group. The key areas the younger generation wants help with include investments outside super, tax strategies and budgeting assistance. "Further, advice via super funds can lead to planner referrals, with 55% of members open to being transferred ...

Super remains grossly inequitable: Per Capita

ELIZA BAVIN  |  WEDNESDAY, 2 SEP 2020
... in Super, praised policy makers who are growing more vocal in their calls for the reinstatement of gender responsive budgeting, and of the application of a "gender lens" to economic and social policy decisions. "The need to apply a gender lens to policy ...

Aussies reevaluate retirement prospects

ALLY SELBY  |  MONDAY, 3 AUG 2020
... half of those surveyed said they plan to change their lifestyle financially, including reducing spending and better budgeting, in the wake of the pandemic. The research also found that younger Australians (aged 35-49) are feeling more underprepared for ...

Land tax, not stamp duty: Report

JAMIE WILLIAMSON  |  FRIDAY, 3 JUL 2020
... 14% the following year, showing volatility of revenue collections presents a challenge to governments when it comes to budgeting. "A discussion spanning close to two decades through a series of tax reviews has laid the groundwork for broad community ...
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