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Showing 171 - 180 of 11208 results for "Account"

MST Financial broadens services to Alder & Partners

KARREN VERGARA  |  TUESDAY, 14 JUL 2026
... AUSIEX. After acquiring FIIG in May 2025, AUSIEX transferred the former's income managed funds and individually managed account (IMA) portfolio management service to MST Financial for an undisclosed figure. Investment management responsibility of ...

Aware hikes fees for former TelstraSuper members

ELIZA BAVIN  |  TUESDAY, 14 JUL 2026
... the cost of insurance." Recent data from the Council of Australian Life Insurers (CALI) showed mental health claims now account for one in three claims paid and these claims for people in their 30s have risen by more than 700% over the past decade. This ...

KKR injects $400m into Ampol

RIDDHIMA TALWANI  |  MONDAY, 13 JUL 2026
KKR has provided Ampol with $400 million in funding through a subordinated notes facility, to help the energy retailer with its refinancing initiatives. The transaction was supported by KKR's private credit and insurance platforms. KKR partner and ...

HeirWealth launches AI integration

VINNY VUCAGO  |  FRIDAY, 10 JUL 2026
HeirWealth has launched a Model Context Protocol (MCP) server allowing financial advisers, accountants and family offices to query consolidated client wealth data through artificial intelligence assistants such as ChatGPT and Claude. The Australian ...

FAAA urges insolvency crackdown to curb soaring CSLR costs

VINNY VUCAGO  |  THURSDAY, 9 JUL 2026
... important that liquidators are empowered to pursue phoenixing activity and that those who are responsible are held to account," Anderson said. The FAAA acknowledged the financial advice licensing process can be lengthy, noting ASIC aims to determine ...

SMSFA backs review of ATO's regulatory approach

VINNY VUCAGO  |  THURSDAY, 9 JUL 2026
... sector, but rather as a chance to ensure the regulatory framework is operating efficiently and consistently. "SMSFs now account for more than $1 trillion in retirement savings, so it is critical that the regulatory framework is robust, targeted and trusted," ...

Focus Partners Australia appoints head of wealth advisory

RIDDHIMA TALWANI  |  THURSDAY, 9 JUL 2026
Focus Partners Australia has appointed a head of wealth advisory, hiring from Ord Minnett. David Lane will take on the role with Focus Partners saying the appointment comes as demand continues to grow for advice that brings together wealth management ...

ASIC consolidates compliance rules for platforms

RIDDHIMA TALWANI  |  WEDNESDAY, 8 JUL 2026
... instruments. ASIC also removed and updated requirements, including replacing quarterly reporting with electronic access to account information and giving investors timely access to their investment details. It noted it has also improved and simplified ...

Future Generation returns top 20%

VINNY VUCAGO  |  WEDNESDAY, 8 JUL 2026
Future Generation Australia has increased its fully franked interim dividend after it delivered a 20.1% total shareholder return over the past year. The company lifted its interim dividend to 3.8 cents per share, fully franked, taking the annualised ...

arcpoint OCIO scores more mandates, Larapinta Private launches

KARREN VERGARA  |  TUESDAY, 7 JUL 2026
Recently launched arcpoint OCIO has won three mandates including securing wealth manager and family office Larapinta Private, a new venture set up by a former Koda Capital partner. Founded by Troy Armstrong, Larapinta Private caters to Australia's ...