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Showing 131 - 140 of 18432 results for "Plan"

ATO issues guidance on new LRBA rules for SMSFs

KARREN VERGARA  |  WEDNESDAY, 29 JUL 2026
... acted in good faith without the protection they expected. "The guidance is also helpful in confirming that genuine off-the-plan contracts exchanged before August 10 will be protected, even where finance is approved, settlement occurs, or the LRBA is ...

Perpetual rejects EQT bid again as growth continues

VINNY VUCAGO  |  WEDNESDAY, 29 JUL 2026
Perpetual has rejected EQT's latest $22.50 share takeover proposal, saying it does not reflect the value of the business, while agreeing to provide the private equity group with limited access to non-public information to determine whether it can ...

InvestStream, MUFG partner to enhance digital advice in super

MATTHEW WAI  |  WEDNESDAY, 29 JUL 2026
InvestStream is aiming to lead the delivery and expansion of personalised digital advice across super funds in a new partnership with MUFG Retirement Solutions. The strategic partnership aims to simplify the member engagement experience by combining ...

Pengana threatens legal action against PIA

KARREN VERGARA  |  TUESDAY, 28 JUL 2026
... to broaden the LIC's investment universe, namely borrowing money to invest in private credit to boost performance. The plan was subsequently rejected by shareholders. Among its concerns, Pengana argues shareholders were not provided with sufficient ...

The advice opportunity for medical professionals: NAB

MATTHEW WAI  |  TUESDAY, 28 JUL 2026
... planned to practice for as long as they can, while only a third (34%) have a specific retirement age in mind. Six percent don't plan on retiring at all. The report said the trend is unsurprising and continues to be influenced by mix of financial, professional ...

LRBA ban raises questions as new details emerge

MATTHEW WAI  |  MONDAY, 27 JUL 2026
... government to provide urgent clarification ahead of the commencement date on the treatment of exchanged contracts, off-the-plan purchases and refinancing arrangements, to ensure an orderly transition.

Special Feature: Beyond safekeeping

BRENDAN SWIFT  |  MONDAY, 27 JUL 2026
Bigger funds demand bigger capabilities. As Australia's super sector moves towards the trillion-dollar era, custodians are stepping out of the shadows and into a more strategic role, with data stewardship, private markets expertise and AI capability ...

Advisers lean on AQF7 to meet education standards: Rainmaker

MATTHEW WAI  |  FRIDAY, 24 JUL 2026
A new report indicates that Australian Qualifications Framework (AQF) 7 qualifications are the most common forms of qualification among financial advisers, held by 85% of the population. Taking into account the new professional standards reforms, which ...

Labor commits to compulsory super for under-18 workers

RIDDHIMA TALWANI  |  FRIDAY, 24 JUL 2026
... Labor Party adding this reform to their policy platform and encourage the government to take the next step and outline a plan to implement this change." Rest's analysis has shown that a typical 15-year-old super member could benefit from an estimated ...

State Street IM Australian investments lead to retire

KARREN VERGARA  |  FRIDAY, 24 JUL 2026
... him continued success in his next chapter," a State Street spokesperson said, adding that "we have a thoughtful transition plan in place" and "remain focused on delivering for clients in Australia." Shead has also retired from his directorship duties ...