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Showing 161 - 170 of 4537 results for "Holding"

Vast majority of advised Australians "tangibly" better off: FAAA

RIDDHIMA TALWANI  |  THURSDAY, 2 OCT 2025
... an online survey of 1226 respondents from Australia, each of whom was over 25 years and earning over $90,000 a year or holding over $50,000 in investable assets. Ninety-six percent of advised Australians felt that having a financial adviser has helped ...

Centuria Bass names new chief executive

RIDDHIMA TALWANI  |  TUESDAY, 30 SEP 2025
... executive role. Giffin joined the business in mid-2024 and has more than 20 years of experience in private lending markets, holding senior positions with a number of financial services firms including Grant Samuel and Commonwealth Bank of Australia. ...

Super funds must improve reporting, audits: ASIC

JAMIE WILLIAMSON  |  TUESDAY, 30 SEP 2025
Registrable superannuation entities (RSEs) must do more to ensure asset valuations in financial reports are reliable and improve disclosure of sponsorship and advertising expenses. Those are two key outcomes of an ASIC review into the financial reporting ...

Hostplus slams Lendlease over $2bn fund

ELIZA BAVIN  |  TUESDAY, 30 SEP 2025
... avoidance." Hostplus said it has a fiduciary duty to hold managers to account on behalf of its 1.9 million members. "That means holding managers to account when governance frameworks are weak, when decision-making is opaque, and when investor voices ...

Macquarie to pay Shield victims in full

JAMIE WILLIAMSON  |  THURSDAY, 25 SEP 2025
Macquarie is heading to court with ASIC over its role in the Shield Master Fund collapse but has committed to reimbursing investors' retirement savings by September 30. ASIC commenced proceedings in the Federal Court against Macquarie Investment ...

Former Income Asset Management staffer embezzles $1.5m

KARREN VERGARA  |  TUESDAY, 23 SEP 2025
... reconciled and reported upon any transaction being entered into, coupon or maturity payment being made, and a monthly portfolio holding report is sent for each account holder. IAM reconciles the cash versus security/asset settlement daily with PCT," ...

ASIC issues interim stop orders to La Trobe Financial

JAMIE WILLIAMSON  |  FRIDAY, 19 SEP 2025
La Trobe Financial has been told by ASIC to stop offering its 12 Month Term Account and 2 Year Account products offered under the La Trobe Australian Credit Fund, as well as its US Private Credit Fund. The regulator said it is concerned that the target ...

Rest invests $390m in US REIT

ELIZA BAVIN  |  WEDNESDAY, 17 SEP 2025
Rest has made a $390 million (US$250m) contribution as part of a co-investment with funds managed by Blue Owl Capital into US-based real estate investment trust STORE Capital. The super fund said the property investment shows how growing demand for ...

RBA's Hauser warns super funds of $1tn FX risk

ELIZA BAVIN  |  WEDNESDAY, 17 SEP 2025
Reserve Bank of Australia deputy governor Andrew Hauser has issued a stark warning about the superannuation sector's growing foreign currency exposure, which he said is tipped to reach $1 trillion in value over the next decade. Hauser noted Australian ...

Family offices up equities, dial down alternatives: Goldman Sachs

KARREN VERGARA  |  FRIDAY, 12 SEP 2025
New research from Goldman Sachs shows that family offices have upped investments in equities at the expense of alternatives. Goldman Sachs' survey of 245 family offices, including about one quarter based in Asia Pacific, found equities have become favoured ...