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Showing 1 - 10 of 244 results for "Charity"

Rising HNW numbers fuel need for specialist advice

JAMIE WILLIAMSON  |  THURSDAY, 12 SEP 2024
... be transferred to the next generation, while 40% of HNWs have indicated a desire to leave a portion of their wealth to charity. "Key areas that HNWs say they require advice include estate planning, tax optimisation, and investment strategy reviews... ...

Financial Standard wins Impact Award

STAFF WRITER  |  FRIDAY, 6 SEP 2024
... Publication of the Year at the inaugural Impact Awards. The award was presented at Activam Group's 2024 act Conference Charity Gala Dinner this week. The Impact Awards aim to "highlight those who make a meaningful difference by encouraging growth ...

Australians urged to consider bequests amid $5.4tn wealth transfer

MATTHEW WAI  |  THURSDAY, 8 AUG 2024
... found that only $1.3 billion, which is equivalent to 1% of the estimated $150 billion in inheritance, will be donated to charity this year. This compares to 1% ($229m) in New Zealand, 3.7% ($7.6bn) in the UK, and 4.4% ($69bn) in the US. Pointing to Australia's ...

FICAP RockStar raises over $100k for charity partners

JAMIE WILLIAMSON  |  FRIDAY, 26 JUL 2024
... top prize at the Finance Industry Community Aid Program's annual RockStar event, which raised more than $100,000 for charity. Performing at The Beresford in Sydney's Surry Hills last night, KPMG senior audit analyst Lessleen Makoni was named ...

Government urged to overhaul gift tax system

ELIZA BAVIN  |  FRIDAY, 19 JUL 2024
... regulatory framework for charities, supporting the role of the Australian Charities and Not-for-profits Commission's (ACNC) charity register in providing further useful information for donors. "This report has been informed by consultation and submissions ...

FICAP to support Aussie icon in 2024

JAMIE WILLIAMSON  |  THURSDAY, 18 JUL 2024
The Financial Industry Community Aid Program (FICAP) will raise funds for Life Ed, the charity behind Healthy Harold, at its annual RockStar event next week. FICAP has selected Life Ed as its new charity partner in 2024, providing funding for the Healthy ...

Frontier promotes four staff members

ELIZABETH FRY  |  FRIDAY, 5 APR 2024
... Frontier's entry-level analyst pool. James Damicoucas joined as a senior consultant working with investors in the university, charity and foundation sectors, along with wealth managers hungry for institutional-grade asset consulting support. At Zenith ...

ACNC tightens screws on NFPs with complex corporate structures

JAMIE WILLIAMSON  |  THURSDAY, 21 MAR 2024
The Australian Charities and Not-for-profits Commission (ACNC) announced it will focus on the misuse of complex corporate structures this year. ACNC commissioner Sue Woodward said the commission is "becoming increasingly concerned about the misuse of ...

FICAP RockStar slated for July

JAMIE WILLIAMSON  |  MONDAY, 11 MAR 2024
... with FICAP in 2024 and will close at the end of April. "We're excited to embark on another three-year journey with a new charity in 2024 and we encourage our sponsors to put their favourite charities forward," FICAP charity selection committee lead Ashleigh ...

CSLR chief executive named

JAMIE WILLIAMSON  |  FRIDAY, 8 DEC 2023
... David Berry has been appointed chief executive of the CSLR, effective December 11. Berry is currently chief executive at charity Way Forward Debt Solutions, and a non-executive director at the Consumer Action Law Centre. He has also previously held role ...
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