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| | | A financial adviser that did not properly supervise a provisional relevant provider (PRP) is now banned from the industry for five years. Ian Wailes Potter of Superannuation Advice Australia has been banned from providing any financial services, controlling ... |
| | | | ... chief investment officer at Rajomon Asset Management, a Melbourne-based fund manager. She also held roles at Mercer, Legal Super and CCI Asset Management. "In recent years, JANA has significantly expanded our support for the NFP sector - both in the ... |
| | | | ... it had some $3.5 billion in funds under management. Burke attributed the decision to pressure from the Your Future, Your Super legislation, institutions' efforts to in-house investments, and a weak asset raising environment. However, he added: "There ... |
| | | | ... DBFO proposed several changes, such as replacing Statements of Advice with Client Advice Records and clarifying what topics super funds can collectively charge for, only to fall through the cracks in the lead up to the federal election. "What I'm ... |
| | | | Custodians are stepping up as regulators target super funds' $3.5 trillion private asset rush. Australia's super funds face mounting scrutiny over their rapid shift into private markets, as concerns grow about transparency, valuations and liquidity ... |
| | | | ... economist Stephen Halmarick will join its investment committee as an independent (non-director) member. The $149 billion super fund said Halmarick will commence his tenure on 1 August 2025. "Given Stephen's experience and excellent reputation in the ... |
| | | | ... is an essential reform to encourage investment in economy-enhancing local businesses and infrastructure," Rest said. The super fund added that the government should ensure that any future reform to the regulation of private markets does not unduly hinder ... |
| | | | Morningstar has revised its forecasts for HUB24 and Netwealth, with continued strong performance from the pair pushing their valuations higher. Total shareholder returns for HUB24 and Netwealth since the start of the year to 24 July 2025 were around ... |
| | | | A new $50 million mandate will see Queensland Investment Corporation (QIC) invest Brighter Super members' retirement savings back into the state's economy through high-growth, innovative businesses. The mandate will invest in businesses delivering strong ... |
| | | | Cbus deputy chief executive and chief member officer Marianne Walker has stepped down from the super fund. A Cbus spokesperson told Financial Standard Walker will depart in September. "Marianne Walker has decided to leave the fund in early September ... |
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