All Articles tagged with 'Natasha Panagis'

You are in Posts tagged 'Natasha Panagis'

The Institute of Financial Professionals Australia disapprove of Treasury’s proposed NALE rules for superannuation funds

From The Institute of Financial Professionals Australia

The Institute of Financial Professionals Australia do not believe that a factor-based approach which leads to an effective tax rate of 90% is the correct way to deal with a

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12 Jul 2023

Strategy Steps strengthens its team and service offering

From Strategy Steps

Strategy Steps strengthens its team and service offering Leading financial services group Strategy Steps has strengthened its ability to provide practical strategy opportunities to financial services professionals with the appointment

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05 Mar 2015

Centric Wealth says estate planning central issue for same sex couples

From Centric Wealth

Financial planning and estate planning just as important for same sex couples as it is for more traditional unions. Centric Wealth has said that even without recognised gay marriage, there

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03 Mar 2014

Self control of Super not the answer for all; says Centric Wealth

From Centric Wealth

Implications for retirees and government if SMSF trustees get it wrong Leading Wealth Management firm, Centric Wealth, today said the growth of self managed super funds (SMSFs) could cause problems for retirees

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20 Aug 2013

SMSF trustees bearing increased risk burden

From Centric Wealth

Centric Wealth today said the burden on self managed super investors was becoming unwieldy and leaving many at risk of being underinsured. According to Centric Wealth, one of Australia’s leading

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28 Nov 2012

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]