Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 121 - 130 of 2253 results for "Roll"

Section 899 ditched but companies face tax uncertainties

KARREN VERGARA  |  MONDAY, 14 JUL 2025
... note to clients. "How would the US entity exclusion play out at the global and Australian domestic level, and will there be roll-back of the legislation, given the intention of these laws is predominantly to target US multinationals?" the Melbourne-based ...

TelstraSuper Balanced option makes 9.3%

KARREN VERGARA  |  FRIDAY, 11 JUL 2025
TelstraSuper's Balanced option reported 9.3% p.a. for the last financial year, lagging the median of 10.1% p.a. For the TelstraSuper's members in the Personal/Corporate Plus and TTR Income stream, the Balanced option made 6.9% p.a. over a 10-year period. ...

ASIC bans advisers for dodgy Shield Master Fund advice

KARREN VERGARA  |  WEDNESDAY, 9 JUL 2025
... potential investors were called by lead generators and referred to personal financial advice providers who advised investors to roll their superannuation assets into a retail choice superannuation fund and then to invest part or all of their superannuation ...

GQG assets hit record high despite underperformance

KARREN VERGARA  |  WEDNESDAY, 9 JUL 2025
GQG Partners' assets jumped $4 billion to reach a record high of US$172.4 billion for the 2025 financial year despite experiencing "short-term relative underperformance". "We have continued to position our portfolios defensively, and as a result ...

Microsoft flips AI switch on for MUFG

MATTHEW WAI  |  TUESDAY, 8 JUL 2025
MUFG Pension and Market Services (MPMS) has collaborated with Microsoft to adopt AI-powered solutions across its MUFG Retirement Solutions and MUFG Corporate Markets business divisions. The five-year strategic partnership is built on a co-investment ...

ASIC targets advisers, platforms, research houses in super switching scams

KARREN VERGARA  |  THURSDAY, 3 JUL 2025
... environment," Court said. "Ultimately, the financial advisers are the ones that are providing the advice to people to say you should roll your funds into something like the Shield Master Fund or First Guardian Master Fund." Many investors assumed that ...

Banned director sentenced for running financial services firm

JAMIE WILLIAMSON  |  THURSDAY, 3 JUL 2025
A former company director has received a prison sentence after he was found to have continued to run a financial services business despite having been banned from doing so. In 2018, Joshua Fuoco was found to have engaged in misleading and deceptive ...

ClearView welcomes underwriting head

MATTHEW WAI  |  MONDAY, 30 JUN 2025
ClearView has hired from NobleOak to fill the position of head of underwriting. The life insurer also rolled out a slew of underwriting updates across its medical requirements and trauma definitions. Peter Tilocca has joined as the new head of underwriting ...

Rest pilots Payday Super tech, moves to implement

JAMIE WILLIAMSON  |  TUESDAY, 17 JUN 2025
... participating employers, and we look forward to working closely with Wrkr and MUFG Retirement Solutions on the next steps to roll out the platform in the coming months." Wrkr, which is an ASX-listed provider of digital workforce compliance services ...

Trade war threat sparks allocation rethink by asset owners

ANDREW MCKEAN  |  THURSDAY, 12 JUN 2025
Geopolitical uncertainty, particularly the spectre of a global trade war and its ensuing market fallout, was top of mind for asset owners surveyed in part one of Morningstar's annual Voice of the Asset Owner Survey. Of the asset owners surveyed, nearly ...