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Showing 1 - 10 of 20 results for "Sufficient Funds"

Inconsistencies abound in Future Fund mandate change: Deloitte

JAMIE WILLIAMSON  |  TUESDAY, 26 NOV 2024
... and global capital markets broadly coupled with a demonstrated track record of success show there is already sufficient funds available to invest in the areas highlighted by Treasury without the need for the Future Fund to "tip in extra." "Further, in ...

How super funds could better support members: Research

ELIZA BAVIN  |  MONDAY, 27 MAY 2024
... pre-retirees had yet to take steps to prepare for life after work and 38% were concerned they would not have sufficient funds to either cover basic costs or maintain a comfortable retirement lifestyle. "Pre-retirees want more information about how much ...

Inaugural FAAA award winners named

CASSANDRA BALDINI  |  WEDNESDAY, 22 NOV 2023
... well as his tireless commitment to professionalism." The FAAA Inspire Women Excellence in Advice Award went to Sufficient Funds senior financial adviser Cara Williams. Williams conveyed to the judges how her value propositions significantly enhanced ...

FAAA names inaugural awards finalists

CASSANDRA BALDINI  |  WEDNESDAY, 11 OCT 2023
... Adviser of the Year. Kathy Havers of Viridian Advisory, Iconic Wealth's Kelly King, and Carla Williams of Sufficient Funds are finalists for the FAAA Inspire Women Excellence in Advice Award. Boutique Advisers, Future Gen Solutions, and Warr Hunt ...

Female Excellence in Advice Award winner named

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2022
... Advisory, Magdeline Jacovides from Mazi Wealth, Kathryn McDonald from Boutique Advisers, and Cara Williams of Sufficient Funds.

AFA Thrive Conference kicks off

CASSANDRA BALDINI  |  WEDNESDAY, 21 SEP 2022
... years, taking place on the Gold Coast. Delegates were welcomed to the conference by hosts Cara Williams from Sufficient Funds and Tim Ross from Henderson Ross and Co. "Our conference carries a theme 'Thrive' which means to prosper, flourish and ...

AFA award finalists named

CHLOE WALKER  |  TUESDAY, 13 SEP 2022
... Advisory, Madeline Jacovides from Mazi Wealth, Kathryn McDonald from Boutique Advisers and Cara Williams from Sufficient Funds. TAL general manager, retail distribution, Niall McConville said: "Now in its 10th year, the Female Excellence in Advice award ...

ASIC revokes AFSL suspension, cancels another

ELIZA BAVIN  |  TUESDAY, 19 MAY 2020
... by failing to maintain sufficient financial resources. "In response to the suspension order, Ausfunds raised sufficient funds to rectify its net tangible assets deficiency," ASIC said. "In light of this, ASIC revoked the AFS licence suspension on April ...

Top adviser queries revealed

ALLY SELBY  |  THURSDAY, 30 APR 2020
... may have seen a significant drop in member's super savings, Day said, so members need to ensure they have sufficient funds to draw down on. "Depending on a fund's reporting, the MyGov website will provide individuals with their account balance ...

Industry butt heads over super guarantee

ALLY SELBY  |  THURSDAY, 13 FEB 2020
... longitudinal research" to assist the government and private sector in understanding whether Australians have sufficient funds to drawdown on during their retirement. "There is little evidence on the adequacy of retirement income in Australia because ...
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