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Showing 11 - 20 of 4937 results for "fees"

Feature: Private credit | The fine print

RIDDHIMA TALWANI  |  FRIDAY, 22 MAY 2026
... "materially so". Its review pushed for transparency across the sector on investment strategy, exposures, valuations, risks and fees. It said this would support comparability and informed decision-making by investors. While related party transactions ...

Buyer beware: Private credit as a defensive play

KARREN VERGARA  |  TUESDAY, 19 MAY 2026
... which regulator ASIC has put product providers on notice for opaque practices and transparency issues, particularly around fees. To help address this, Danieli said advisers should consider the "first layer of the onion" to be the portfolio composition ...

Super funds get ahead of proposed minimum service standards: KPMG

KARREN VERGARA  |  TUESDAY, 19 MAY 2026
... out $1727. BT, Netwealth and Macquarie superannuation members pay nearly $1000. For MySuper fund members, administration fees charged on a $50,000 balance remained stable at 0.26%. Industry funds continue to charge the lowest amount for default products ...

InterPrac targets First Guardian victim, disputes AFCA ruling

KARREN VERGARA  |  FRIDAY, 15 MAY 2026
... conclusion." InterPrac said there was no basis to recommend Kee switch from her Macquarie product to AusPrac and a reduction in fees is not sufficient to recommend a switch. It also did not agree with AFCA determining Kee's investments into the FG ...

Low fees a strong indicator of fund survivorship: Morningstar

RIDDHIMA TALWANI  |  FRIDAY, 15 MAY 2026
The latest research by Morningstar found lower fees played a major factor in a fund's chance of survival and outperformance compared to more expensive peers. "Across nearly all major categories examined in this study, the lowest fee quintile achieved ...

ART overhauls death and TPD insurance fees

RIDDHIMA TALWANI  |  FRIDAY, 15 MAY 2026
... average by 16.6% for all members. However, if a member holds insurance cover through their ART accounts, a new insurance fees of 7% of insurance premium will start applying. "This fee is included in your insurance premium amount and is only charged to ...

WAM offers global real assets exposure via new offering

MATTHEW WAI  |  FRIDAY, 15 MAY 2026
... evergreen strategy available to wholesale and retail advised clients, WAM said. The portfolio is targeting returns of 9% net of fees including a 5% distribution yield once the portfolio is mature. It has an investment horizon of minimum five years. The ...

Product showcase: A guaranteed future

THE FINANCIAL STANDARD TEAM  |  MONDAY, 11 MAY 2026
... Retire+ made enhancements to AGILE on the back of direct adviser and client feedback. This included a significant reduction in fees, halving the product fee to 0.3% per annum, which also applies on a go-forward basis to existing investors. "For advisers ...

Perpetual to wind up fixed income fund

KARREN VERGARA  |  MONDAY, 11 MAY 2026
... provide capital stability and regular income by investing in a range of income-generating assets, and a positive return before fees and taxes irrespective of market conditions over a rolling three-year period. The fund returned 4.78% p.a. in three years ...

Macquarie Asset Management earnings soar to $2.6bn

KARREN VERGARA  |  FRIDAY, 8 MAY 2026
Macquarie Asset Management's (MAM) earnings soared to $2.6 billion largely driven by bumper performance fees charged on its private markets transactions. MAM's net profit jumped 27% in its full-year reporting period ending March thanks to private ...