Editor's Choice
Deficit to reach $26bn: Deloitte
The federal government's pre-election budget is expected to unveil an underlying cash deficit of $26.1 billion for the 2025 financial year, while revenues will deteriorate by $11.3 billion over four years, a new report from Deloitte shows.
Navigator takes stake in 1315 Capital
ASX-listed Navigator Global Investments (NGI) has acquired a stake in the US private equity firm that has US$1 billion in assets under management (AUM).
Underperforming managers in China could see pay halved
The markets regulator in China is threatening to slash the pay of fund managers by 50% if they underperform their benchmarks as part of a shake-up of the US$4.6 trillion mutual fund industry, according to a report.
Fixing retirement system an election priority: Grattan
The Grattan Institute is once again calling for the simplification of Australia's retirement income system, saying it should be a policy priority for whoever wins this year's federal election.
Products
Expert Feed
The gatekeeper fallacy: A critical analysis of financial advice regulation in Australia
The current regulatory framework for financial advice in Australia rests on a fundamental misconception that threatens both consumer protection and industry ...
How family shapes our financial futures
It doesn't take our 100+ years of collective wealth management experience to know that intergenerational wealth is a hard problem.
A tale of two conflicting PBRs
What happens if a spouse survives the death of the member but dies before payment has been made?
From red tape to results? DBFO's potential
With only around 15,480 financial advisers in the country at last count, and 800 Australians retiring every day, the profession is facing a severe shortage ...
Featured Profile
Jelena Stevanovic
CHIEF EXECUTIVE OFFICER
PLATYPUS ASSET MANAGEMENT HOLDINGS PTY LTD
PLATYPUS ASSET MANAGEMENT HOLDINGS PTY LTD
As the new chief executive of Platypus Asset Management, Jelena Stevanovic hopes to continue the fund manager's long tradition of outperformance with patience and by fostering meaningful relationships with clients and staff. Karren Vergara writes.
Despite objections from advisers to the Trustees that the ClearView fund is a Master Trust and HUB24 a Wrap. The two funds are in no way comparable. Clients chose the ClearView fund for its simplicity and lower fees and are now having to deal with a far more complex and costly product in HUB24.