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Showing 141 - 150 of 2253 results for "Roll"

Inside Colonial First State's fund manager selection overhaul

ANDREW MCKEAN  |  FRIDAY, 16 MAY 2025
Colonial First State (CFS) managed the two best-performing MySuper options over the year to March 31. The wealth management and superannuation provider's head of equities Ben Lam explains the "art and science" behind its recently evolved manager ...

AMP, intelliflo introduce dashboard enhancements for advisers

MATTHEW WAI  |  TUESDAY, 13 MAY 2025
AMP and intelliflo have announced a suite of enhancements on their respective systems to offer better efficiency for advisers. Following the introduction of the AI FileNote assistant in March, AMP has brought a newly-enhanced Actively Management Dashboard ...

Daniel Mulino takes over financial services portfolio

JAMIE WILLIAMSON  |  TUESDAY, 13 MAY 2025
Daniel Mulino is the new minister for financial services and assistant treasurer. Mulino was named in the position by Prime Minister Anthony Albanese yesterday. He brings a great deal of relevant experience to the portfolio. With an extensive background ...

Vista Equity Partners, S64 to bring strategy to APAC

MATTHEW WAI  |  FRIDAY, 9 MAY 2025
The new fund, VistaOne, will provide APAC investors with access to a balanced portfolio of 'mission-critical' software solutions via Vista's private equity platform. VistaOne invests across the lifecycle of large, mid, and small cap private software ...

Global economic uncertainty the main priority: Chalmers

ELIZA BAVIN  |  MONDAY, 5 MAY 2025
... Chalmers said. "... we need to have the ability, and we will have the ability, to manage that uncertainty at the same time as we roll out our domestic agenda, Future Made in Australia, housing, energy, technology, human capital, competition policy." ...

AFCA highlights 'pattern of delays' in super

ELIZA BAVIN  |  TUESDAY, 29 APR 2025
The Australian Financial Complaints Authority (AFCA) has released its bi-annual System Issues Insight Report, to address industry practices and reduce consumer complaints. In the first half of 2024-25, 235 matters were reported affecting 187,855 consumers ...

Federal Court hammers defunct advice firm with $11m penalty

ANDREW MCKEAN  |  MONDAY, 28 APR 2025
... Equiti Financial Services paid $130,250 in bonuses to three financial advisers who provided template advice to clients to roll over their superannuation into self-managed super funds (SMSFs) and use those funds to purchase property through a related ...

Coalition targets 'ambitious' goal of 30k advisers

ELIZA BAVIN  |  TUESDAY, 15 APR 2025
Shadow Treasurer Angus Taylor and Shadow Assistant Treasurer Luke Howarth have announced a range of measures the Coalition would be looking to prioritise for the financial advice industry if elected on May 3. Among these policies, Taylor and Howarth ...

Taxes and housing dominate election race

ELIZA BAVIN  |  MONDAY, 14 APR 2025
... deduction is costly to the budget, arbitrary in terms of who it helps, creates financial stability risks, and is hard to roll back. "The Labor party's '5% deposit' policy raises many questions. Since the government is essentially providing mortgage ...

Falcon Capital, First Guardian fund to be wound up

MATTHEW WAI  |  FRIDAY, 11 APR 2025
... not able to access their funds. Following an ASIC investigation thereafter, it found that many investors were advised to roll their superannuation assets into a retail choice superannuation fund and then invest into the First Guardian Master Fund. Some ...