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Showing 11 - 20 of 52 results for "Portfolio Holdings Disclosure"

Super funds handed holdings disclosure win

JAMIE WILLIAMSON  |  FRIDAY, 12 NOV 2021
The superannuation portfolio holdings disclosure legislation has been finalised, with the government delivering a significant victory to super funds when it comes to unlisted assets and derivatives. Released yesterday, the final legislation shows a ...

Industry slams Future Fund disclosure exemption

JAMIE WILLIAMSON  |  FRIDAY, 15 OCT 2021
The super industry is calling for mandated consistency on portfolio holdings disclosure after it was recommended the Future Fund be exempt from disclosing commercially sensitive information. The Senate Committee report released this week on disclosure ...

AustralianSuper skewers draft disclosure laws

JAMIE WILLIAMSON  |  MONDAY, 6 SEP 2021
The draft legislation on superannuation portfolio holdings disclosure is not in the best financial interests of members and only stands to serve rival fund managers to whom the reforms don't apply, according to AustralianSuper. In its submission to ...

Super fund portfolio disclosure consultation reopens

KARREN VERGARA  |  WEDNESDAY, 18 AUG 2021
... consultations. The second round of consultation ends on August 31. Under the Corporations Amendment (Portfolio Holdings Disclosure) Regulations 2021, the main changes the government is proposing includes trustees organising investment option data in ...

Government releases final YFYS regulations

KANIKA SOOD  |  FRIDAY, 6 AUG 2021
... retirement savings outcomes," Fahy said. The government has extended the consultation period of portfolio holdings disclosure and expects to finalise it in coming weeks. "The decision to consult further reflects the government's willingness to balance ...

Australia bottoms out on fund disclosure

ANNABELLE DICKSON  |  TUESDAY, 15 DEC 2020
... a research house for being the only mutual fund market in the world that does not have regulated portfolio holdings disclosure. Morningstar's biannual Global Investor Experience (GIE) report gave Australia a bottom rating for not adapting to increasing ...

ASIC defers portfolio holdings disclosure deadline

KARREN VERGARA  |  WEDNESDAY, 9 DEC 2020
... April this year, the pandemic reoriented several of ASIC's priorities, flagging that the first portfolio holdings disclosure reporting date could be delayed.

Super funds lag on disclosure

JAMIE WILLIAMSON  |  FRIDAY, 2 OCT 2020
... growing demand for it, Australia's superannuation funds are dragging their feet when it comes to portfolio holdings disclosure. A recent study by Rainmaker found just 27 major super funds publish holdings data; about one quarter of all funds. Of ...

New ASIC guidance on active ETFs

KANIKA SOOD  |  THURSDAY, 16 APR 2020
... net asset value (iNAV) be as accurate and as frequently published as practicably possible, full portfolio holdings disclosure should be delayed only to the extent necessary to protect the fund's intellectual property, and internal market making arrangements ...

ASIC called out over super fund disclosures

ELIZA BAVIN  |  FRIDAY, 1 NOV 2019
... commencement date and time to finalise their reporting processes and disclosures," ASIC said. The portfolio holdings disclosure requires most Registrable Superannuation Entities licensees to publish information about their fund's portfolio holdings ...