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Showing 201 - 210 of 3994 results for "Personal"

AMP North launches model portfolio solution with BlackRock, Lonsec

ANDREW MCKEAN  |  MONDAY, 30 JUN 2025
AMP North has partnered with BlackRock and Lonsec to launch a model portfolio offering. North introduced its "market first" 'Blend' capability today, which enables advice practices to customise assets within model portfolios. The latest model portfolios ...

SMSFs' risk appetite to change under Division 296: Wilson

MATTHEW WAI  |  MONDAY, 30 JUN 2025
... than $2.0 million there are approximately 611,823 small companies (2,447,295 * 25%) that would require SMSF funding or personal contributions. "As personal contributions come from the individual where they would be liable for taxation costs on unrealised ...

Legalsuper celebrates double digit returns

JAMIE WILLIAMSON  |  FRIDAY, 27 JUN 2025
Legalsuper expects to close out the financial year with a return of more than 11% for its MySuper product. The super fund predicts FY25 will see a return of at least 11% for its MySuper Balanced option, while the High Growth option should return about ...

First Super deputy CEO jumps ship

ELIZABETH FRY  |  THURSDAY, 26 JUN 2025
First Super has bid farewell to its deputy chief executive and is now on the hunt for a successor. After four years with the industry fund that serves people in the furniture and joinery, pulp and paper and timber industries, Michelle Boucher has taken ...

Desktop Broker to deliver direct indexing via partnership

MATTHEW WAI  |  THURSDAY, 26 JUN 2025
Desktop Broker, part of Bell Financial Group, has partnered with direct indexing platform Briefcase to deliver direct indexing capabilities and institutional-grade ETF model portfolios to financial advisers and wholesale investors. With direct indexing ...

Old challenges push asset managers to inflection point: Citi

KARREN VERGARA  |  WEDNESDAY, 25 JUN 2025
Asset managers continue to face existential challenges amid the rise of passive funds, fee compression and difficulty in generating alpha, a new report from Citi shows, forcing them to rethink their business models and value propositions in the future. ...

Super a 'taxpayer subsidised inheritance scheme': Grattan

ELIZA BAVIN  |  TUESDAY, 24 JUN 2025
... unprecedented to have unindexed thresholds in our tax system," Moloney said. "The most important tax thresholds there are the personal income tax scales. They're not indexed, right? And we have recurring debates about whether they should be reset." Moloney ...

4600 relevant providers yet to meet qualification standards: ASIC

KARREN VERGARA  |  TUESDAY, 24 JUN 2025
... meet the qualifications standard looms, and it remains unclear how many advisers will be properly qualified to provide personal financial advice on 1 January 2026," ASIC commissioner Alan Kirkland said. "It's possible that some of these relevant providers ...

ASIC calls on AFS licensees to 'step up'

ELIZA BAVIN  |  TUESDAY, 24 JUN 2025
... requests or newly opened accounts are observed; and conducting further due diligence when clients add or request changes to personal information such as postal/email addresses and bank accounts, including, where possible, checking that bank accounts ...

SMC backs principles-based approach to corporate governance

ANDREW MCKEAN  |  MONDAY, 23 JUN 2025
... director candidates and opposed the inclusion of highly subjective terms such as reputational risk, perceived conflicts, and personal affiliations, in the prudential standard on fitness and propriety assessments. SMC chief executive Misha Schubert said ...