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Showing 111 - 120 of 5850 results for "July"

Treasury seeks feedback on major super tax reform

KARREN VERGARA | FRIDAY, 19 DEC 2025

... superannuation earnings related to balances that exceed these thresholds. Treasury wants the changes to take effect on 1 July 2026. Furthermore, Treasury said the bill will include an additional schedule giving effect to the previously announced changes ...

Perpetual extends exclusive talks for wealth management sale

MATTHEW WAI | THURSDAY, 18 DEC 2025

... Bain Capital decided to back out of the bidding war against CC Capital before Insignia accepted CC Capital's offer in July, valued at $3.3 billion.

Increases coming for veterans' superannuation

ELIZA BAVIN | THURSDAY, 18 DEC 2025

... Pension. Treasury also gave further details of how the Low Income Superannuation Tax Offset (LISTO) will be boosted. From 1 July 2027, the LISTO threshold will increase from $37,000 to $45,000 to match the top of the second income tax bracket. The maximum ...

Why a single insto client is a massive business risk

KARREN VERGARA | TUESDAY, 16 DEC 2025

... hoping to manage a piece of the $4.5 trillion superannuation pool and attract the country's growing wealthy population. In July, alternatives fund manager Blue Owl Capital launched a private credit fund to local investors in partnership with Koda ...

Centrepoint Alliance expects core profit to top guidance

RIDDHIMA TALWANI | TUESDAY, 16 DEC 2025

... earnings in the first half of the year. Centrepoint has a total of 588 licensed advisers, with a net growth of 15 advisers since July 2025. It is currently onboarding an additional 40 advisers for the business and forecasts attrition of less than six ...

ASIC welcomes support for simplifying guidance on conflicts of interest

MATTHEW WAI | TUESDAY, 16 DEC 2025

... obligations inform your compliance." The revised RG 181 replaces the 2004 guidance, and follows a consultation period between July and September, which attracted 26 submissions including responses from the Association of Superannuation Funds of Australia ...

ASIC suspends MW Planning AFSL over missing responsible manager

MATTHEW WAI | FRIDAY, 12 DEC 2025

... about $155 million, ASIC said. Further, five MWL advisers were banned for recommending the doomed investment scheme between July and October. Last month, ASIC took legal action against MWL Financial Services and lead generator Imperial Capital Group ...

Dexus doubles stake in Brisbane shopping centre to 50%

RIDDHIMA TALWANI | FRIDAY, 12 DEC 2025

... market capitalisation of 5%. This follows Dexus Wholesale Shopping Centre Fund's acquisition of 25% in Westfield Chermside in July for the same amount, taking Dexus' total stake in the asset to 50%. Dexus executive general manager for retail Kirrily ...

Australian Ethical adds trader and BDM

ELIZABETH FRY | THURSDAY, 11 DEC 2025

... investment capability. It is the second appointment in the equities team this year, following Parkin's own appointment in July. "The equities team manages more than $7 billion in FUM across active and systematic portfolios for both retail and middle ...

AMP to pay $29m to settle class action

RIDDHIMA TALWANI | THURSDAY, 11 DEC 2025

... commissions paid on products and ongoing service fees charged to group members for services they did not receive between July 2014 to February 2021. The settlement is subject to the finalisation and execution of a deed of settlement and approval by the ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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