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Showing 231 - 240 of 10359 results for "Trust"

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 ...

Government consults on discretionary trust tax

MATTHEW WAI  |  THURSDAY, 9 JUL 2026
... consultation period ends July 30. The change will apply a 30% minimum tax on discretionary trusts to better align the tax rate on trust income with the tax rates paid by workers, Treasury said. The announcement was made alongside other changes, including ...

SMSFA backs review of ATO's regulatory approach

VINNY VUCAGO  |  THURSDAY, 9 JUL 2026
The SMSF Association (SMSFA) has welcomed the Australian National Audit Office's (ANAO) review of the Australian Taxation Office's regulation of self-managed super funds, describing it as a timely opportunity to assess whether the regulatory framework ...

ASFA makes suggestions for performance test overhaul

VINNY VUCAGO  |  THURSDAY, 9 JUL 2026
The Association of Superannuation Funds of Australia (ASFA) has called for the federal governments annual superannuation performance test to be modernised, arguing the current framework is discouraging long-term investment assets such as housing, infrastructure ...

AutralianSuper injects $500m in Indian infrastructure

MATTHEW WAI  |  THURSDAY, 9 JUL 2026
AustralianSuper will increase its commitment to India's National Investment and Infrastructure Fund (NIIF) with a further $500 million, taking the fund's overall holdings in India across all asset classes to $3.3 billion. The new investment ...

Advice veteran's exit creates $1bn Tassie wealth group

KARREN VERGARA  |  WEDNESDAY, 8 JUL 2026
Mancell Financial Group (MFG) founder Peter Mancell has retired as a financial adviser after 46 years, selling the business he built to pave the way for a $1 billion wealth management firm in Tasmania. Mancell officially stepped away as an adviser and ...

UniSuper, Aware Super deliver positive returns

RIDDHIMA TALWANI  |  WEDNESDAY, 8 JUL 2026
... financial year despite global uncertainty, attributing it to their diversification strategy. Last week, Australian Retirement Trust (ART) and AustralianSuper also reported solid investment returns, with both funds crediting diversified portfolios and ...

ASFA strengthens cyber security with new hire

MATTHEW WAI  |  WEDNESDAY, 8 JUL 2026
The Association of Superannuation Funds of Australia (ASFA) has named its head of cyber and financial crime, bringing relevant experience from a super fund. Michael Collins has joined ASFA, stepping into the role with over 20 years of experience in ...

BNP Paribas Asset Management ANZ chief exits

KARREN VERGARA  |  TUESDAY, 7 JUL 2026
The long-serving chief executive of BNP Paribas Asset Management's local business has left the company. After leading BNP AM's Australia and New Zealand operations for more than 14 years, David Grybas is no longer with the company. BNP Paribas ...

arcpoint OCIO scores more mandates, Larapinta Private launches

KARREN VERGARA  |  TUESDAY, 7 JUL 2026
... I will make the long drive or the flight to a remote property, because that is where deep conversations happen and real trust is built," he said. arcpoint OCIO also scored clients in Heritage Capital Group and Sherlock Wealth. Melbourne-based Heritage ...