Craig Roberts of Elston Private Wealth in Queensland has been awarded the Gwen Fletcher Memorial Award for the second semester of 2024 by the Financial Advice Association.
Pitcher Partners Sydney is selling various operational aspects to long-standing financial adviser Charlie Viola who will launch his own high-net-worth focused firm, Viola Private Wealth.
HUB24 has taken a minority equity holding in Reach Alternative Investments, an alternatives-focused platform that provides access to global private equity and credit funds.
The Australian Taxation Office has established in its final determination regarding the tax deductibility of advice fees that advice fees relating to tax advice can be deductible, if the advice is provided by a qualified tax relevant provider.
The Federal Court has dismissed ASIC’s case against REST Super for alleged misleading representations of members’ rights to transfer money out of the fund.
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