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Showing 11 - 20 of 1575 results for "Offset"

Growth assets drive recovery for super in latest quarter: Morningstar

MATTHEW WAI  |  THURSDAY, 6 AUG 2026
... also came from emerging-market equities (MSCI Emerging Markets gained 22.64%, powered by Taiwan and South Korea). The main offset was the Australian dollar's continued appreciation (up 1.15% against the US dollar), which trimmed returns from unhedged ...

smartMonday tweaks fees, MySuper structure

MATTHEW WAI  |  THURSDAY, 6 AUG 2026
... while fees for the cash option will decrease, smartMonday said. For many members, lower administration fees are expected to offset some or all increases. The overall impact will vary depending on the account balance and investment option, it said. "We're ...

FAAA calls for rethink on trust tax overhaul

VINNY VUCAGO  |  TUESDAY, 4 AUG 2026
The Financial Advice Association (FAAA) has urged the federal government to reconsider its proposed minimum tax on discretionary trusts, warning the reforms could impose significant costs on small businesses, financial advisers and lower income Australians ...

ASIC simplifies compliance with beneficial ownership reforms

RIDDHIMA TALWANI  |  THURSDAY, 30 JUL 2026
ASIC has simplified compliance with its beneficial ownership reforms that will improve transparency about who ultimately owns, controls or has significant economic exposure to listed entities in Australia. From December 4, entities listed on Australian ...

Perpetual rejects EQT bid again as growth continues

VINNY VUCAGO  |  WEDNESDAY, 29 JUL 2026
... three of its business divisions in the June quarter, with strong gains in Corporate Trust and Wealth Management helping offset continued net outflows in its Asset Management business. Perpetual chief executive and managing director Bernard Reilly said ...

Macquarie chair provides 'cautious' outlook at AGM

ELIZA BAVIN  |  THURSDAY, 23 JUL 2026
... billion of capital to deploy at 30 June 2026. Macquarie Capital had higher investment-related and brokerage income, partially offset by lower advisory fees on a strong pcp. As at 30 June 2026, the Private Credit portfolio of $27.2 billion was in line ...

Middle East conflict, inflation continues to weigh on confidence

MATTHEW WAI  |  WEDNESDAY, 22 JUL 2026
... Consumer Confidence rose just 0.3 points last week. A jump in the 'time to buy a major household item' subindex was largely offset by weaker confidence in personal finances and the economic outlook," Angala said. "The re-escalation of conflict in the ...

HUB24 FUA soars over $164bn

MATTHEW WAI  |  TUESDAY, 21 JUL 2026
... the previous corresponding period when excluding large migrations, with year-on-year growth in superannuation net inflows offset by lower net inflows into investor directed portfolio services (IDPS)," HUB24 explained. During the quarter, the platform ...

FAAA warns adviser levies could exceed $5k as ASIC costs climb

VINNY VUCAGO  |  FRIDAY, 17 JUL 2026
... association reiterated its longstanding position that court-imposed penalties secured through ASIC enforcement should be used to offset both the ASIC funding levy and CSLR costs, noting more than $800 million in fines had recently been awarded. "It is ...

Australian Ethical adds $1bn to FUM in three months

MATTHEW WAI  |  THURSDAY, 16 JUL 2026
... recorded positive retail and wholesale net flows of $491 million and institutional net flows of $173 million, partially offset by the previously disclosed inorganic institutional outflow associated with the Australian Unity Bank mandate.