Ecstra Foundation Summit: Momentum builds for national approach to financial wellbeing 

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Ecstra Foundation’s inaugural National Financial Wellbeing Summit last week highlighted the growing support for a nationally coordinated financial strategy as way of improving Australians’ financial and overall wellbeing. The event... Read more continue reading

FAAA responds to ASIC report 824 on SMSF establishment advice

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The FAAA welcomes the release of ASIC Report 824. The report has highlighted some concerning instances of SMSF advice, and it’s an important reminder that while SMSFs can be a... Read more continue reading

Ongoing tensions in the US, RBA decision and Bank of England meeting

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Structural versus macro: flying (a little bit) blind The US government shutdown has made for a paucity of data with which to analyse how the US economy is evolving. That... Read more continue reading

ASIC review raises fresh concerns over risks to retirement savings from poor SMSF advice

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Poor financial advice related to the establishment of self-managed super funds (SMSFs) could be putting some Australians’ retirement savings at risk, an ASIC review has found. ASIC’s risk-based review of... Read more continue reading

SMSF Association reaffirms need for higher standards in SMSF advice after ASIC findings

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ASIC’s latest Review of SMSF Establishment Advice (Report 824) serves as a critical reminder of the need for the SMSF sector to maintain a strong focus on professional advice standards, says... Read more continue reading

Bell Financial Group announces inaugural Chief Investment Officer

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Bell Financial Group Limited (ASX:BFG) has announced the appointment of Will Riggall as its inaugural Chief Investment Officer. This appointment is an important milestone in the company’s expansion into a... Read more continue reading

Australia’s safety net frays as mental health and money pressures hit

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Australians of all ages are feeling the squeeze of rising costs, mental health pressures, and uncertainty about their financial futures, according to new independent research commissioned by the Council of... Read more continue reading

Schroders Australia leadership update: Simon Doyle to retire, Alison Telfer appointed CEO

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Schroders Australia has announced that Simon Doyle, Chief Executive Officer, will retire from the business in early 2026 following an outstanding 22-year career with the company and more than 38... Read more continue reading

AZ NGA and Oreon Partners enter strategic partnership

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Advice platform, AZ NGA, has entered a strategic partnership with Adelaide-based accounting and financial planning firm, Oreon Partners, marking a significant step forward in expanding AZ NGA’s presence in South... Read more continue reading

National listings lift sharply in October as Spring selling heats up

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Key points National residential listings surged 10.9% month-on-month in October, reaching 252,557, but remain 0.3% lower year-on-year. Sydney and Melbourne led the monthly lift, up 13.2% and 15.4% respectively, reflecting... Read more continue reading