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Showing 291 - 300 of 16365 results for "Client"

Looming Div 296 tax prompts urgent tax, retirement planning

KARREN VERGARA  |  THURSDAY, 19 FEB 2026
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 ...

Advisers lose lead in SMSF establishments: Panel

KARREN VERGARA  |  WEDNESDAY, 18 FEB 2026
Several forces are fuelling the unprecedented rise in SMSF establishments, and while financial advisers used to be the driving force behind this, they are now getting left behind, according to industry experts - but they can reclaim their lead. New ...

Magellan profits fall, focuses on 'progress'

ELIZA BAVIN  |  WEDNESDAY, 18 FEB 2026
... capital-disciplined business with a strong balance sheet and stabilising flows, positioning the group well to continue delivering for client and creating long-term value for shareholders." Magellan has been working towards turning the business around ...

MA Financial, Dimensional launch new offerings

RIDDHIMA TALWANI  |  WEDNESDAY, 18 FEB 2026
MA Financial has launched an Asia Pacific private credit fund as part of a strategic partnership with China Merchants Bank (CMB), while Dimensional is launching a new fund focused on highly profitable companies. The MA CMBI APAC Credit Opportunities ...

Netwealth reports HY loss after $100m payment to First Guardian victims

ELIZA BAVIN  |  WEDNESDAY, 18 FEB 2026
Netwealth has reported a half year net loss of $2.2 million after refunding more than $100 million to victims of the First Guardian Master Fund collapse. Excluding the First Guardian expense, Netwealth said net profit after tax would have grown 19.9% ...

Challenger results a 'headline miss'

ELIZA BAVIN  |  TUESDAY, 17 FEB 2026
Challenger reported a statutory net profit after tax (NPAT) of $339 million, a massive 369% increase, in the first half of 2026. Normalised NPAT came increased 2% to $229 million and assets under management increased 3% to $128 billion. Despite the ...

Kapstream launches ASX-listed investment trust

RIDDHIMA TALWANI  |  TUESDAY, 17 FEB 2026
Kapstream Capital, the subsidiary of Janus Henderson Investors, will launch a listed investment trust on the ASX to meet growing demand for income products. Kapstream Investment Trust (KIT) is expected to be listed under the ticker 'KIT' in ...

DWS appoints Australian real estate head, steps up living sector push

RIDDHIMA TALWANI  |  MONDAY, 16 FEB 2026
DWS Group, the EUR 1.05 trillion ($1.76tn) European asset manager, has appointed Ben Taylor as the Australian head of its real estate business. He will also head its Australian transactions function. DWS said Taylor's deep expertise in the residential ...

HNWs, retirees key battlegrounds for platforms: SuitabilityHub

KARREN VERGARA  |  MONDAY, 16 FEB 2026
... first half of 2026. SuitabilityHub managing director Recep Peker said platforms are stepping up to service more complex client needs while maintaining the efficiency advantages of the platform environment. "Together with expanding menus of wholesale ...

Acenda enters retirement market with new solution

MATTHEW WAI  |  MONDAY, 16 FEB 2026
... "Professional advice helps translate complexity into clarity, aligning retirement income with what matters most to the client. People who work with a planner are significantly more likely to understand their retirement needs," the report said. "From ...