FPA releases new cybersecurity guidance to members

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The Financial Planning Association of Australia (FPA) has released new guidance to members about cybersecurity, amid greater pressure on advice firms to protect their business and client data from potential... Read more continue reading

Global fintech Ebury appoints Queensland State Manager

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The Australian arm of global foreign exchange (FX) and trade finance fintech Ebury has appointed experienced foreign exchange and account management executive Callum Box as its Queensland State Manager. The... Read more continue reading

2022 Adviser and Advice Technology Report – Falling adviser numbers and a move to an IFA driven marketplace is fuelling innovation by tech providers

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Leading research firm Investment Trends has released its 2022 Adviser and Advice Technology Report, the most comprehensive study of Advice Tech Providers in Australia. The benchmark survey of five ‘end-to-end’... Read more continue reading

Westpac announces new initiatives to back more women business leaders

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Westpac has announced new measures to help more female-led small businesses to get started or to grow with dedicated start-up and scale-up loans.  These support measures are part of a... Read more continue reading

ASX earning season analysis: Datt Capital on standouts that catch the eye

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The current earning season points to a rocky road ahead for the Australian economy, according to Datt Capital, an Australian equities investment manager. Datt Capital chief investment officer Emanuel Datt... Read more continue reading

QAR and the future of Limited Advice

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QAR – are we closer to solving the limited advice conundrum? One of the most longstanding and contentious issues within financial advice is that of limited (or scaled, or episodic)... Read more continue reading

Weekly economic and market update – week ending 3 March, 2023

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Investment markets and key developments Global share markets rose over the last week with hopes that interest rates won’t rise any more than already priced in. For the week US... Read more continue reading

Peak inflation: a plateau or a turning point? That is the question for the RBA

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The Reserve Bank of Australia (RBA) will almost certainly lift the policy rate by 25 basis points (bp) to 3.60 per cent when it meets on 7 March. The RBA... Read more continue reading

Australian Retirement Trust announces changes to leadership team, including creation of Chief of Retirement role

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Australian Retirement Trust (ART) has announced changes to its executive structure to best position the $240 billion fund to deliver on its vision to be Australia’s most chosen and trusted... Read more continue reading

Mixed blessings as high balance earnings tax calculation unveiled

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The Federal Treasury’s Fact Sheet explaining how the tax on earnings on balances exceeding $3 million will be calculated is a mixed blessing for self-managed super funds, says SMSF Association... Read more continue reading