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Showing 141 - 150 of 9264 results for "Benefit"

FSC questions SMC's claim on younger members' super switches

RIDDHIMA TALWANI  |  MONDAY, 23 MAR 2026
The Financial Services Council (FSC) has questioned Super Members Council's (SMC) recent research which found a spike in younger members switching out of industry funds into self managed super funds (SMSF) and platform products. FSC data to the ...

Fidelity expands ESG role

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
Fidelity International has expanded the role of its Australian sustainability lead to oversee client initiatives. Daniela Jaramillo will continue to lead Fidelity's sustainability positioning while also helping deliver the firm's broader priorities ...

Senate report provides fuel for CGT discount tweak

JAMIE WILLIAMSON  |  THURSDAY, 19 MAR 2026
... allocation of investment across the economy, with existing homes making up a significant amount of capital gains that benefit from the discount. Perhaps most damning, though not surprising, was the committee's statement that although there are several ...

First Super switches out group insurer

JAMIE WILLIAMSON  |  THURSDAY, 19 MAR 2026
First Super has negotiated a mandate with a new group insurer that will see most of its members pay less for their cover. From April 1, group insurance for First Super members will be provided by TAL. The mandate sat with MetLife for the past 14 years ...

Arthur J. Gallagher & Co. acquires Asset Partners Private Wealth

KARREN VERGARA  |  WEDNESDAY, 18 MAR 2026
Arthur J. Gallagher & Co. (AJG) has acquired Queensland financial advice firm Asset Partners Private Wealth. Robina-based Asset Partners Private Wealth was acquired for an undisclosed amount by Illinois-headquartered AJG. The advice firm previously ...

Rest 'diversifies its diversifiers' with US neighbourhood malls

RIDDHIMA TALWANI  |  WEDNESDAY, 18 MAR 2026
... portfolio scales." Bambrook said since majority of Rest's members are decades away from retirement, the investment will benefit from long-term demographic shifts, particularly millennials entering their peak spending years and the growth of higher-density ...

Treasury opens Div 296 tax regulation consultation

KARREN VERGARA  |  WEDNESDAY, 18 MAR 2026
... covers how super funds will attribute fund earnings to individuals and sets out how to calculate earnings for defined benefit interests. Furthermore, it explains how the tax applies in a person's final year and sets the adjustment factors for capital ...

Treasury proposes advice education standard reforms

KARREN VERGARA  |  TUESDAY, 17 MAR 2026
Treasury is proposing to overhaul the curriculum and learning outcomes for new entrants in financial advice, admitting that current requirements are "excessive compared to other professions". The new consultation proposes the pathway to becoming a financial ...

Aware, TelstraSuper take final steps towards merger

JAMIE WILLIAMSON  |  MONDAY, 16 MAR 2026
With a signed successor fund transfer deed, Aware Super and TelstraSuper are now just a couple of months out from merging. The two funds said they will look to transfer all TelstraSuper members to Aware in the next two months. A limited service period ...

Clime offloads advice business, keeps 10% stake

KARREN VERGARA  |  MONDAY, 16 MAR 2026
... practise it. This transaction places Clime Private Wealth in the hands of practitioners while ensuring clients continue to benefit from Clime's investment capability and capital allocation expertise, supported by our ongoing equity ownership in the ...