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Editor's Choice

CFS launches retirement income optimiser

VINNY VUCAGO
Colonial First State (CFS) has launched a new retirement feature designed to give eligible super members greater flexibility in preparing for retirement and accessing future income options.

Perpetual names insto relationship, funds services lead

MATTHEW WAI
Perpetual Corporate Trust, the corporate trustee, custody and digital infrastructure services arm of Perpetual, has welcomed an executive to oversee its institutional relationships and managed funds services.

Woodbridge loans $100m for Brisbane residential development

RIDDHIMA TALWANI
Woodbridge Capital has provided a new $100 million loan for a residential development in Brisbane, delivering 150 apartments close to the CBD.

Chalmers applauds $22bn Budget deficit

ELIZA BAVIN
In the government's Final Budget Outcome, Treasurer Jim Chalmers said the $22.6 billion deficit is still $6 billion better than forecasts.

Financial Planning

TAL launches new campaign focused on mental health

VINNY VUCAGO   TAL has launched a new campaign, working with youth media group The Daily Aus, and partners with the AFLW, aimed at promoting mental wellbeing.

Selfwealth expands into full-fledged wealth platform

RIDDHIMA TALWANI   Trading platform Selfwealth has launched three managed portfolios, expanding from online brokerage into a wealth platform.

Investment

FEATURE | Nature risk | Paved paradise

KARREN VERGARA   The financial, operational and reputational risks associated with nature loss can no longer be ignored and there is no question that it belongs in financial reporting. So, what's holding companies back?

Woodbridge loans $100m for Brisbane residential development

RIDDHIMA TALWANI   Woodbridge Capital has provided a new $100 million loan for a residential development in Brisbane, delivering 150 apartments close to the CBD.

Insurance

Australian life insurers lag global peers: Capgemini

MATTHEW WAI   A new survey from Capgemini found that Australian life insurers are stowed behind the global average when it comes to member engagement and educational efforts.

AIA Australia rolls out TPD CORE

KARREN VERGARA   AIA Australia has launched TPD CORE, a new retail product that charges lower premiums and provides clearer claim assessment criteria for total and permanent disability (TPD).

Retirement

Longevity gap exposes retirement divide

VINNY VUCAGO   Australian's life expectancy can vary by more than a decade depending on their socio-economic circumstances, highlighting significant differences in how long people may need their retirement savings to last, new research from Actuaries Institute found.

CFS launches retirement income optimiser

VINNY VUCAGO   Colonial First State (CFS) has launched a new retirement feature designed to give eligible super members greater flexibility in preparing for retirement and accessing future income options.

Economics

Chalmers applauds $22bn Budget deficit

ELIZA BAVIN   In the government's Final Budget Outcome, Treasurer Jim Chalmers said the $22.6 billion deficit is still $6 billion better than forecasts.

Global X urges investment education as property values fall

RIDDHIMA TALWANI   The surge in Australian household wealth driven by superannuation and financial assets rather than property, builds the case for an urgent need for Australians to improve their investment knowledge, Global X said.

Regulatory

FSU calls for universal PPL

ELIZA BAVIN   The Finance Sector Union is calling for universal paid parental leave allowing all parents equal access to parental leave regardless of their caring role with full wage replacement.

Former Big Un chief escapes prison time for insider trading

MATTHEW WAI   The former chief executive of Big Un Richard Evans has learned his fate after the District Court of New South Wales handed down its verdict, with Evans escaping imprisonment.

Executive Appointments

HLB Mann Judd appoints four directors

MATTHEW WAI   HLB Mann Judd has promoted three managers across its business advisory, wealth management, and corporate tax to director level, while welcoming a new tax consulting director from EY.

Bravura unveils APAC leaders, secures $100m for global push

MATTHEW WAI   The ASX-listed technology solutions provider has appointed two new Asia Pacific directors, while securing a $100 million senior facility from HSBC to continue its global push.

Superannuation

Equity Trustees pushes bidders for better price

RIDDHIMA TALWANI   Equity Trustees' parent company EQT Holdings' board confirmed it is engaging with its two bidders - TPG Global and BGH Capital - and has pushed for an improved offer from both.

Australian Ethical, Bloomberg join ASFA

VINNY VUCAGO   Stakeholders in the superannuation industry are becoming increasingly diverse despite continued consolidation among funds, with the Association of Superannuation Funds of Australia (ASFA) expanding its membership to include organisations spanning responsible investment, technology, banking and workplace health.

Technology

AI overtakes superfunds for investor education

VINNY VUCAGO   Artificial intelligence (AI) has overtaken superannuation funds as a source of investment information among younger, highly knowledgeable Australian investors, according to new research from Global X.

New digital asset trading platform targets HNWs, instos

VINNY VUCAGO   CloudTech Group has launched a digital asset trading platform in Australia giving institutional, high-net-worth and individual investors access to aggregated liquidity, institutional-grade pricing and advanced trading tools.

Family Office

Australia's family offices surpass $323bn in assets

RIDDHIMA TALWANI   Family offices in Australia have surpassed $323 billion in assets, according to data from Rainmaker Information.

Mining, property fuel Aussie billionaires' wealth

KARREN VERGARA   Australian billionaires' riches are highly concentrated in mining, financial services, technology and property, accounting for 0.7% of the total US$15.1 trillion in global wealth studied by the 2026 Billionaire Census.