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Showing 211 - 220 of 9141 results for "Broad"

WAM active strategy delivers 75.5%

MATTHEW WAI  |  TUESDAY, 14 JUL 2026
WAM Active (ASX: WAA), one of Wilson Asset Management's (WAM) active listed investment companies (LICs), has recorded 75.5% in investment performance in the 12 months to 30 June 2026. Outperforming the Bloomberg AusBond Bank Bill Index (Cash) and the ...

Entireti names former Perpetual chief as chair

RIDDHIMA TALWANI  |  TUESDAY, 14 JUL 2026
Entireti has named a former chief executive of Perpetual as chair of its board. Geoff Lloyd will replace Ray Miles who has served as chair since 2009 and will remain on the board as a non-executive director. Lloyd previously served as chief executive ...

Evidentia appoints head of product

RIDDHIMA TALWANI  |  TUESDAY, 14 JUL 2026
Evidentia Group has named Mark Spring as head of product for strategy and managed funds. Spring has deep expertise in product development and management, having helped grow several large asset managers including Citigroup, Legg Mason, and NAB/MLC. Prior ...

LRBA ban requires immediate clarity: SMSFA

MATTHEW WAI  |  TUESDAY, 14 JUL 2026
The SMSF Association (SMSFA) is urging the government to provide immediate clarity and guidance with the upcoming change on the limited recourse borrowing arrangements (LRBAs) access for self-managed superannuation funds (SMSFs). The Australian government ...

Traditional investing principles unsuitable in decumulation: Research

KARREN VERGARA  |  MONDAY, 13 JUL 2026
New research from Milford Asset Management challenges widely accepted investment principles, arguing retirement portfolios require a fundamentally different approach from those built during the accumulation phase. The paper, When Timing Becomes the ...

Australian ETF industry closes in on $400bn

VINNY VUCAGO  |  MONDAY, 13 JUL 2026
Australia's exchange traded fund (ETF) industry is on track to surpass $400 billion in assets under management (AUM) after delivering a record first half of 2026. The growth was fuelled by surging investor inflows and continued demand for passive ...

Start-ups carve out confirms tax reforms are 'flawed': WAM

MATTHEW WAI  |  MONDAY, 13 JUL 2026
Wilson Asset Management (WAM) believes the recent capital gains tax (CGT) reform carve out for small businesses and start-ups confirmed the change is not correctly executed for its initial intention. In its submission to a Treasury consultation, WAM ...

ASIC cancels Trive Financial's AFSL as review into CFDs continues

VINNY VUCAGO  |  FRIDAY, 10 JUL 2026
ASIC has cancelled the Australian financial services licence (AFSL) of contracts for difference (CFD) issuer Trive Financial Services Australia, after determining the company was no longer carrying on a financial services business in Australia. The ...

FAAA urges insolvency crackdown to curb soaring CSLR costs

VINNY VUCAGO  |  THURSDAY, 9 JUL 2026
The Financial Advice Association Australia (FAAA) has called for tougher insolvency rules to prevent "phoenixing" activity. The FAAA said loopholes which shift costs of failed financial advice businesses onto the broader profession through the Compensation ...

Government consults on discretionary trust tax

MATTHEW WAI  |  THURSDAY, 9 JUL 2026
The government is consulting on the minimum tax on discretionary trusts set to come into effect 1 July 2028. Announced during the 2026 Federal Budget, Treasury is now seeking industry feedback on the incoming tax around the expanded rollover relief ...