Powered by MOMENTUM MEDIA
lawyers weekly logo
Advertisement
Superannuation
05 September 2025 by Maja Garaca Djurdjevic

APRA funds, party dissent behind Labor’s alleged Div 296 pause

APRA-regulated funds have reportedly raised concerns with the government over Division 296, as news of potential policy tweaks makes headlines
icon

Fed credibility erosion may propel gold above US$5k/oz, Goldman Sachs says

Goldman Sachs has warned threats to the Fed’s independence could lift gold above forecasts, shattering previous records

icon

Market pundits divided on availability of ‘reliable diversifiers’

While some believe reliable diversifiers are becoming increasingly rare, others disagree – citing several assets that ...

icon

AMP eyes portable alpha expansion as strategy makes quiet comeback

Portable alpha, long considered complex and costly, is experiencing a quiet resurgence as investors navigate ...

icon

Ten Cap remains bullish on equities as RBA eases policy

The investment management firm’s latest monthly update has cited rate cuts, labour strength and China’s recovery as key ...

icon

Super funds can handle tax tweaks, but not political meddling

The CEO of one of Australia’s largest super funds says his outfit has become an expert at rolling with regulatory ...

VIEW ALL

Westpac head sets up own shop

  •  
By Christine St Anne
  •  
2 minute read

Financial planning practice will operate on a fee-for-service model.

Westpac Financial Planning's head of offer and design, Kate McCallum has left the company to start her own practice.

The new financial planning practice is called Multiforte Financial Services and will operate on a fee for service basis.

"Our focus will be on providing intelligent solutions for our clients," McCallum said.

Multiforte Financial Services has three principals including McCallum. The other two principals are Tony Clark and Terry Downing.

 
 

Downing has worked for NZI Insurance and Clark worked with NRMA Financial Services.

Both Downing and Clarke ran their own consultancy businesses for eight years.

The practice is signed on with the dealer group, Charter Financial Planning.