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Showing 241 - 250 of 5735 results for "Small"

ASIC funding levy to charge advisers $46.2m

KARREN VERGARA  |  FRIDAY, 4 JUL 2025
... financial year, it is still a significant impost on the shrinking financial advice sector, which is primarily made up of small businesses. "It is yet another cost on advisers, the vast majority of those who are doing the right thing but must pay for ...

CSLR releases revised levy estimate

ELIZA BAVIN  |  FRIDAY, 4 JUL 2025
... substantially worse if urgent action is not taken, putting the ongoing existence of the scheme at risk." Abood said the small reduction of $2.8 million in the total estimated CSLR cost for the financial advice sector is because of a delay in the processing ...

AMP North launches model portfolio solution with BlackRock, Lonsec

ANDREW MCKEAN  |  MONDAY, 30 JUN 2025
... practices have been 'forgotten' by platforms," Hutchison said. "We're really excited to support advice practices large and small with a tailored entry point into managed accounts, by providing them with the capability to tailor portfolios without a full ...

MLC AM delivers real returns for members in FY25

KARREN VERGARA  |  MONDAY, 30 JUN 2025
Staying the course on listed equities amid tariff-induced market turbulence has led to MLC Asset Management achieving double-digit returns for the 2025 financial year and, more importantly, real returns for members, according to its investments chief. ...

SMSFs' risk appetite to change under Division 296: Wilson

MATTHEW WAI  |  MONDAY, 30 JUN 2025
... creating an "enforced shift" in risk appetite, as liquidity becomes a "paramount concern" due to the illiquid nature of small and venture capital investments. This creates a hurdle for SMSFs holding onto these assets to pay the unrealised gains tax ...

Old challenges push asset managers to inflection point: Citi

KARREN VERGARA  |  WEDNESDAY, 25 JUN 2025
... providing personalised portfolios and improved client experience facilitated by the rising adoption of AI and GenAI (57%). Small and medium-sized asset managers in private and public markets alike are revamping their operating models to retain and enhance ...

ART makes sweeping changes to corporate super plans

ELIZA BAVIN  |  MONDAY, 23 JUN 2025
... income protection rates. The change will vary based on a members' gender and age. Members under the age of 50 will receive a small reduction, whereas members 50 and older will incur a small increase. Domino's Pizza Enterprises Ltd Superannuation Plan ...

Perennial Partners buys Melior stake

MATTHEW WAI  |  MONDAY, 23 JUN 2025
... Fund's investment strategy, investment process or name. The strategy will be offered alongside Perennial's Better Future small and mid-cap focused fund, it said. Meantime, Melior chief executive Lucy Steed will take on an advisory role at Perennial and ...

Airlie calls time on Concentrated Share Fund

KARREN VERGARA  |  FRIDAY, 20 JUN 2025
... Concentrated Share Fund next week following a review. Magellan Asset Management as responsible entity said: "Given the Fund's small size, which impacts the expense ratio charged to unitholders in the fund, as well as the modest anticipated future ...

Chalmers champions productivity, urges tax reform

ANDREW MCKEAN  |  THURSDAY, 19 JUN 2025
... problem-solving middle ground." But he also said that he wants to encourage its participants, which will be drawn from a "small and focused" group, to "build broad coalitions on changes that cross the aisle."