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InvestSense marks 10th birthday

STAFF WRITER  |  FRIDAY, 29 NOV 2024
... pandemic, and a shifting economy, we've continued to grow alongside our clients," the group said in marking the milestone. It is now eyeing further growth, including with a new educational video series with economist Andrew Hunt called 10 Critical Themes ...

Objective of super enshrined in law

JAMIE WILLIAMSON  |  FRIDAY, 29 NOV 2024
... a decade in the making, an objective of superannuation has been legislated, with the bill passed in parliament yesterday. Now enshrined in legislation following the passage of the Superannuation (Objective) Bill 2023, the objective of superannuation ...

Australian Retirement Trust primed for growth: Morningstar

JAMIE WILLIAMSON  |  FRIDAY, 29 NOV 2024
... AvSuper, and CBA Group Super, to name a few. It is also planning a merger with Qantas Super. Morningstar said the focus is now on future growth, and it expects ART will manage at least $500 billion by 2030. The research house gave ART's MySuper option ...

Swan hits back at Bragg: 'That's wrong of you'

ELIZA BAVIN  |  FRIDAY, 29 NOV 2024
... the magnitude of this problem, [the board] set out to rectify this problem, and something like 80% of unresolved cases have now been dealt with," Swan said. "But we are also engaged in a very substantial uplift in our fund across the whole area of risk ...

Self-regulation on the cards: FAAA

KARREN VERGARA  |  THURSDAY, 28 NOV 2024
... beholden to those outside of our profession to determine our fate, to determine our standards, and we believe that we are now ready and most qualified to take control of education and training, code of ethics, and disciplinary regime," he told the annual ...

Advisers put faith in global equities, small caps in 2025

MATTHEW WAI  |  THURSDAY, 28 NOV 2024
... to capitalise the opportunities. "Led by the US, global equities have driven significant outperformance for several years now, and our research shows that advisers expect this trend to continue as we enter 2025," Rodriguez said. "Specifically, AI and ...

SMSFs surpass $1tn milestone

MATTHEW WAI  |  WEDNESDAY, 27 NOV 2024
... come to the realisation that they don't have the support of the Senate cross bench to get this bill through, and they now have other priorities," Burgess said.

Inconsistencies abound in Future Fund mandate change: Deloitte

JAMIE WILLIAMSON  |  TUESDAY, 26 NOV 2024
... high." Deloitte said it is not clear the changes meet that threshold, saying they raise more questions than they answer. Until now, Deloitte noted, the Future Fund Board of Guardians has been tasked with determining investment strategy and asset allocation. ...

Top asset owners return to growth: Study

JAMIE WILLIAMSON  |  TUESDAY, 26 NOV 2024
... move the furthest up the ranks, jumping 21 places to 32 nd place. This was followed by Future Fund which rose six places to now rank 39 th. Elsewhere, Australian Retirement Trust ranked 45 th, Aware Super came in at 70 th, and UniSuper ranked 96 th. ...

Insignia completes MLC, NAB separation

JAMIE WILLIAMSON  |  TUESDAY, 26 NOV 2024
... being Insignia Financial's separation of the Pensions and Investments business from ANZ in 2022." He added that Insignia can now simplify its Master Trust capabilities and shift its focus to FY26 priorities, including its goal to save $200 million per ...