Equity Trustees hit with APRA fine over data reporting failure
APRA has fined Equity Trustees $782,500 for failing to meet its legal obligations to report data to the regulator.
June 05, 2024
Retirees keen to support children, but not at the cost of their lifestyle
More than two in three Australians aged 65 and over said they were unwilling to compromise their retirement lifestyle to provide financial assistance for their children, according to a AMP research.
June 03, 2024
Super Members Council appoints inaugural chair
The Super Members Council has appointed business leader Ann Sherry as its chair, replacing interim chair Nicola Roxon who will continue to serve on the SMC board as a nominee of HESTA.
June 03, 2024
HESTA sees increasing member interest in digital tools
Health industry fund HESTA said its members are increasingly adopting digital tools for retirement planning purposes.
June 03, 2024
Esencia Wealth opens Sydney office post-merger
Financial advice firm Esencia Wealth has opened a new Sydney office at Governor Phillip Tower, following the merger of four advice businesses: Advise Wise, Insight Private Wealth, Sovereign Wealth Partners and Randle Advisory.
June 03, 2024
FAAA names winner of Gwen Fletcher Memorial Award
The Financial Advice Association has announced Nathan Purnell of SWA Financial Planning as the recipient of the Gwen Fletcher Memorial Award for the first semester of 2024.
May 31, 2024
Former Westpac adviser launches HNW practice
Advice practice Freshwater Wealth has launched with an offering for high-net-worth individuals, including retiring baby-boomers and single and widowed women.
May 28, 2024
Mercer Super hit with additional licence conditions
APRA has ordered Mercer Super to meet additional licence conditions after “risk management and compliance management deficiencies” were identified by the regulator.
May 28, 2024
CFA Institute launches private equity certificate
The CFA Institute has launched a new Private Equity Certificate, tailored to private equity professionals with one to three years of experience.
May 23, 2024
Aware Super wins top categories at Chant West Awards
Aware Super has taken home ‘super fund of the year’ and ‘pension fund of the year’ titles at the Chant West Awards 2024.
May 23, 2024
ASIC issues DDO stop orders against CFD provider Trademax
ASIC has made two interim stop orders preventing Trademax Australia from opening trading accounts or dealing in contracts for difference (CFDs) or margin foreign exchange contracts (margin FX) to retail investors.
May 23, 2024
Former Millennium3 CEO to lead advice firm Nestworth
Advisory firm Nestworth Financial Strategists has appointed former Millennium3, Lonsdale and IOOF Alliances chief executive Helen Blackford as CEO.
May 23, 2024
