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Showing 161 - 170 of 4937 results for "fees"

AMP lifts advisers' efficiency game with Grow

MATTHEW WAI  |  MONDAY, 1 SEP 2025
... launched a new investment menu, offering a plethora of features designed to deliver efficiencies, including cutting account fees, and the ability to mix and match investments from other menus. The new North Grow allows advisers to simplify pricing, with ...

AMP, Insignia, Bendigo products fail super performance test

KARREN VERGARA  |  FRIDAY, 29 AUG 2025
... the 2025 performance test." Of the products that failed, five of them did so due to a combination of high administration fees and costs and relatively poor investment strategy implementation. Overall, median fees and costs for members were lower across ...

K2 Asset Management seeks M&A partners

KARREN VERGARA  |  FRIDAY, 29 AUG 2025
... wealth management and family office clients. The RE and administration unit services 17 managers across over 30 products. Fees received from ongoing RE and trustee services, including licensing, rose by 30% during the period. As a pathway to accelerate ...

Loftus Peak to launch hedged Global Disruption active ETF

JAMIE WILLIAMSON  |  FRIDAY, 29 AUG 2025
... The ETF is a currency hedged version of its existing Loftus Peak Global Disruption Active ETF, which returned 27.56% net of fees in the year to July end. It will be listed on the ASX and will also be available as a managed fund on some platforms. The ...

Trust key to client satisfaction in advice: Report

MATTHEW WAI  |  FRIDAY, 29 AUG 2025
... filled overnight; it's built over time," Morris said. "And that also does piece with having transparent and easy-to-understand fees. This was where we saw the biggest difference. "These two elements came through quite strongly to complement the five ...

Platinum banks on merger positives amid dismal FY25 result

JAMIE WILLIAMSON  |  THURSDAY, 28 AUG 2025
... statutory net profit before tax was down more than 60% to $27.5 million. Platinum said it earned "negligible" performance fees for the year. In the year, Platinum saw retail net outflows of $3.16 billion and net institutional outflows of $2.38 billion. ...

Montgomery to distribute digital assets fund

JAMIE WILLIAMSON  |  WEDNESDAY, 27 AUG 2025
... relative to Bitcoin's returns. Since launching in May 2021, the Digital Income Class has delivered 22.72% per annum net of fees, achieving 50 positive months out of 51, Montgomery said. Montgomery said the fund stands out as an opportunity for investors ...

Revolution private credit trust to launch on ASX

KARREN VERGARA  |  WEDNESDAY, 27 AUG 2025
... 536 basis points. The average credit rating of the portfolio is BB+. REV targets a return of RBA cash rate + 4% p.a. net of fees. It charges a 0.95% management fee and no performance fees. Equity Trustees acts as the responsible entity. "The trust represents ...

ATO bares teeth at dentists pushing early super access

JAMIE WILLIAMSON  |  TUESDAY, 26 AUG 2025
... practitioners encouraging or advising patients to access their super to pay for health treatments without an AFSL. Some are charging fees to assist patients with submitting their hardship applications to the ATO without being a registered tax agent ...

Liquidity issues hurting Healthbridge Capital investors

KARREN VERGARA  |  FRIDAY, 22 AUG 2025
... doubt over this. According to its 2024 annual report, the fund invests in health service businesses and made 9% p.a. net of fees. At the time, directors flagged concerns around the fund's liquidity and that it was not sustainable. They recommended a ...