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Showing 1 - 10 of 74 results for "Financial Affairs"

Super funds continue to fail vulnerable members: UNSW

MATTHEW WAI  |  THURSDAY, 27 NOV 2025
... financial future. However, challenges persist involving incomplete and unavailable data about relevant life or financial affairs accessible by super funds, to which, Hanewald alluded to the Super Members Council's report that targeted government data ...

DBFO reforms package 'pretty disappointing': FAAA

ANDREW MCKEAN  |  TUESDAY, 25 MAR 2025
... advice safely, and that by saying these are no longer required for such an important facet of consumers' financial affairs would undermine the whole point of professionalising financial advice. Abood also raised concerns that the draft legislation ...

Cost-of-living worries drain retirement confidence: MFS

KARREN VERGARA  |  TUESDAY, 17 DEC 2024
... Zealand Josh Barton said it is concerning to see how few Australians rely on financial advice to manage their financial affairs. "Whilst it is encouraging to see the government trying to address this blind spot and enable more advice to be provided within ...

Super performance test needs personal rate of return: Adviser

KARREN VERGARA  |  THURSDAY, 15 AUG 2024
... should be sensitive to the role financial advisers play in taking a total-portfolio approach to a consumer's financial affairs. "The FSC supports performance testing for default products, where a consumer is not engaged and trustees have complete ...

Two Brisbane advice firms merge

KARREN VERGARA  |  WEDNESDAY, 17 APR 2024
... very excited about our future. Our mission is to be our clients' trusted adviser and the ringmaster of their financial affairs, which is a key driver behind our growth strategy and recent decision to establish a mortgage and lending business," Cook said. ...

Advisers boost client portfolios 5.9%

KARREN VERGARA  |  MONDAY, 25 SEP 2023
... advisers help boost client assets, but they can also help navigate the practical and emotional burdens of their financial affairs. Using five key metrics, the 5.9% premium was calculated based on behavioural coaching (3.4%), asset allocation (1.2%) ...

Australia sees modest uptick in HNWIs: Study

CHLOE WALKER  |  MONDAY, 18 SEP 2023
... given for not seeking advice were that they prefer to only seek advice when they need it; can manage their own financial affairs; and lack of confidence in advisers' expertise. "There remains demand for several key advice areas among HNWIs - including ...

Ad hoc changes to super scare self-funded retirees: ASA

CHLOE WALKER  |  MONDAY, 24 APR 2023
... index the $3 million threshold for inflation will not provide certainty to people when arranging their tax and financial affairs. "Inflation and the time value of money is a crucial determinant for the successful planning of a long-term investment such ...

Advisers put on notice: HLB Mann Judd

CASSANDRA BALDINI  |  TUESDAY, 7 FEB 2023
... reaching and intended to also put advisers on notice and encourage them to dig deeper with clients and their financial affairs. Otherwise, advisers could be unwillingly supporting mischaracterised amounts coming in, which carries the risk of prosecution," ...

HNWs shunning professional advice: Research

CHLOE WALKER  |  TUESDAY, 20 SEP 2022
... advice were that they prefer to seek advice only when they need it (39%) and believe they can manage their own financial affairs. As well as this, HNWs cited the cost of advisers (31%, up from 26%), a lack of confidence in advisers' expertise (30%, up ...
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