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Showing 11 - 20 of 2953 results for "Merge"

New law tightens foreign resident CGT rules on Australian property assets

KARREN VERGARA  |  FRIDAY, 11 SEP 2026
New laws that toughen the rules around capital gains tax (CGT) to ensure foreign residents pay their fair share of tax on Australian real property have passed both houses of parliament. Treasury Laws Amendment (Strengthening Accountability for Tax Adviser ...

Five V taps Barrenjoey finance lead

MATTHEW WAI  |  WEDNESDAY, 9 SEP 2026
Five V Capital has named its chief financial officer, who most recently served as the head of finance for private markets and regulations at Barrenjoey. Keith Veitch has commenced in the role at the boutique investment firm, bringing 25 years of experience ...

CareSuper earns place among pension fund giants, ART breaks into top 20

KARREN VERGARA  |  TUESDAY, 8 SEP 2026
Australian Retirement Trust (ART) has cracked the top 20 ranking of the world's largest pension funds, while CareSuper has debuted on WTW's annual Global Top 300 Pension Funds report. This year's Thinking Ahead Institute and Pensions & Investments ...

Integro expands further into Western Australia with merger

RIDDHIMA TALWANI  |  MONDAY, 7 SEP 2026
Integro Private Wealth has merged with West Australian advice firm Coastline Private Wealth, strengthening its presence across the region. The expansion is part of the advice firm's strategy to expand its national footprint, while integrating its ...

Superannuation assets inch to nearly $4.8tn

KARREN VERGARA  |  TUESDAY, 1 SEP 2026
Total superannuation assets hit nearly $4.8 trillion in the last financial year, marking a 9% rise, namely driven by the rise of industry funds. APRA's newly released statistics for the year ending June 30 showed Australians' retirement savings ...

Kaplan winds up pooled super trust

KARREN VERGARA  |  MONDAY, 31 AUG 2026
... investors the move reflects the rising costs and compliance obligations of running the PST and the intention by APRA to close or merge smaller funds. Kaplan Funds Management, as investment manager, applied an absolute-return and income-focused approach ...

MFG profit falls 47% as Barrenjoey lifts combined earnings

VINNY VUCAGO  |  THURSDAY, 27 AUG 2026
Magellan Financial Group's (MFG) statutory net profit has fallen 47% to $88 million in FY26, despite stronger earnings from Barrenjoey helping lift the combined group's operating profit. MFG reported a 9% decline in operating profit after tax ...

Australian Unity names chief of staff, marketing lead

KARREN VERGARA  |  WEDNESDAY, 26 AUG 2026
Australian Unity made two new senior hires, one of whom is the chief of staff while the other will lead the customer and marketing division. Antony Strong is the new chief of staff as well as general manager for strategy and alignment. Strong worked ...

Phil Anderson to retire at the upcoming FAAA Congress

MATTHEW WAI  |  WEDNESDAY, 26 AUG 2026
The industry stalwart is closing the curtains on a stellar career in the financial services industry at the conclusion of the upcoming FAAA Congress in Melbourne. FAAA general manager, policy, advocacy and standards Phil Anderson will retire on November ...

Zurich completes ClearView takeover

VINNY VUCAGO  |  FRIDAY, 21 AUG 2026
Zurich Financial Services Australia has completed its acquisition of ClearView Wealth, with the insurer now the registered holder of all ClearView shares. The scheme of arrangement was approved by ClearView shareholders on 27 July 2026 and by the Supreme ...