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| | | Brought to you by La Trobe Financial. Despite a constantly shifting political landscape, US private credit is still an attractive option for investors looking to break into the sector, according to La Trobe Financial chief investment officer Chris Paton. ... |
| | | | To thrive in providing SMSF advice, financial advisers must gain specialist skills, technical competencies and work on strengthening their professional judgement, according to the SMSF Association. Advisers are urged to do better particularly in the ... |
| | | | With the Division 296 superannuation tax soon becoming a reality, members with large sums of wealth must consider their tax planning and retirement strategies and act with urgency, according to an SMSF expert. At the SMSFA National Conference this morning ... |
| | | | Two years on from a review into cold calling and lead generators, ASIC is launching another into the advice licensees that use them. ASIC said the aim of the review is to address practices that inappropriately or unnecessarily encourage consumers to ... |
| | | | HESTA has called on the government to modernise the super system, to better cater to members in the retirement phase. In its 2026-27 pre-budget submission, HESTA called for funds to be given the ability to actively prompt members to transition to appropriate ... |
| | | | Fiducian Group said it kept the business steady and took in positive net inflows in the first half of the 2026 reporting period amid a turbulent backdrop. According to Fiducian chief executive Indy Singh, the ASX-listed financial services firm kept ... |
| | | | ASIC has cancelled the Australian financial services licence (AFSL) of Pulse Markets, a wholly owned subsidiary of BIR Financial, for providing incompetent financial services, including inadequate supervision of its corporate authorised representatives ... |
| | | | JBWere has lost a high-profile leader from its executive team, with Andrew Bird resigning after almost a decade with the firm. Over the past ten years, he led JBWere, National Australia Bank's wealth management arm, overseeing teams serving high-net-worth ... |
| | | | Boutique fixed income manager Alexander Funds is searching for a new chief executive as the incumbent prepares to depart. Rachel Shirley, who is also the firm's co-founder, was appointed to the top job in 2022 after serving as chief operating officer ... |
| | | | Commonwealth Bank of Australia (CBA) released its half year results today, seeing profits rise to $5.4 billion. As part of is H1 report, the major bank gave an update on its ongoing superannuation and advice-related class actions. CBA said it still ... |
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