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Showing 1 - 10 of 240 results for "Planning for"

ART appoints two to board

ELIZA BAVIN | TUESDAY, 26 MAY 2026

... appointed, initially as an adviser to the board's Investment and Valuation Oversight Committees, facilitating succession planning for the role of chair of the Investment Committee when current chair and director Mark Burgess retires from the ART board ...

ASIC acts against another former FSGA adviser

JAMIE WILLIAMSON | MONDAY, 13 APR 2026

... them and the third party referrer. He first provided advice in 2010 and was authorised by Commonwealth Financial Planning for about 10 years until December 2021 before moving to Count for less than a year. He then joined Priority1 Wealth Management Group ...

Albanese stresses importance of 'economic sovereignty'

ELIZA BAVIN | THURSDAY, 2 APR 2026

... feel like the economy is not working for them, if they're putting in the effort but not seeing the reward, if planning for the future feels like a luxury, then government cannot provide stability, just by keeping things as they are," he said. "There ...

Sequoia offloads InterPrac in $50k fire sale

KARREN VERGARA | MONDAY, 23 MAR 2026

Sequoia Financial Group has offloaded InterPrac Financial Planning for $50,000 to Conquest Investment Partners. Sequoia said the "increasing platform withdrawals for new business for remaining advisers, despite their not being involved whatsoever with ...

Acenda enters retirement market with new solution

MATTHEW WAI | MONDAY, 16 FEB 2026

... McCormack urged the government to fast-track the Delivering Better Financial Outcomes reforms to improve accessibility. "Planning for retirement is one of the most important financial decisions Australians will make and it's important they can also get ...

Family offices hunt opportunities in AI: Report

KARREN VERGARA | THURSDAY, 5 FEB 2026

... unprecedented complexity, our role is to help them transform ambition into enduring impact." Notably, succession planning for family office management is a frequent challenge and concern as 86% do not have a plan in place. Many of the family offices ...

Big tech has "inconsequential" carbon emissions planning: Research

RIDDHIMA TALWANI | WEDNESDAY, 14 JAN 2026

... details under a recognised methodology. The research gives these companies a score of "C", representing inconsequential planning for transition to lower emissions. Other names such as Amazon and Tesla have an even lower score, reflecting a non-commitment ...

Chalmers flags pension, super spending in Budget update

ELIZA BAVIN | TUESDAY, 16 DEC 2025

... likely to continue to gather momentum. "An important feature of this is the private sector recovery that we've been planning for and preparing for, which is really starting to take shape," he said. "The mid-year update forecasts a further pick up in ...

ASIC sues Diversa for First Guardian failures

KARREN VERGARA | TUESDAY, 9 DEC 2025

... less liquid or illiquid", and that underlying funds may have lock-in periods. ASIC is also suing Interprac Financial Planning for funnelling clients into Shield and First Guardian. On taking action against Diversa, ASIC deputy chair Sarah Court said ...

Chalmers spurs on private sector investment

ELIZA BAVIN | TUESDAY, 9 DEC 2025

... "Private demand drove all of the growth in our economy over the past year. The private sector recovery we've been planning for and preparing for is gathering pace," he said. "In just a year, annual private demand growth has lifted more than five-fold ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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