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Showing 321 - 330 of 7135 results for "SMA"

ASIC funding levy to charge advisers $46.2m

KARREN VERGARA  |  FRIDAY, 4 JUL 2025
The financial advice sector can expect to contribute $46.2 million to ASIC's industry funding levy for the 2025 financial year, new estimates show. ASIC's Cost Recovery Implementation Statement (CRIS) report shows that advisers who provide personal ...

CSLR releases revised levy estimate

ELIZA BAVIN  |  FRIDAY, 4 JUL 2025
The Compensation Scheme of Last Resort (CSLR) has released a FY26 revised levy estimate, coming down slightly from the figure estimated in January. The CSLR said the need for a revised estimate was triggered due to the initial levy estimate, issued ...

AMP North launches model portfolio solution with BlackRock, Lonsec

ANDREW MCKEAN  |  MONDAY, 30 JUN 2025
AMP North has partnered with BlackRock and Lonsec to launch a model portfolio offering. North introduced its "market first" 'Blend' capability today, which enables advice practices to customise assets within model portfolios. The latest model portfolios ...

TA Associates invests in Viridian Financial Group

KARREN VERGARA  |  MONDAY, 30 JUN 2025
TA Associates announced it will make an undisclosed investment in Viridian Financial Group to help the latter accelerate its next phase of growth. Viridian chair James Joughin said: "By combining the strengths of both companies, the Viridian board anticipates ...

MLC AM delivers real returns for members in FY25

KARREN VERGARA  |  MONDAY, 30 JUN 2025
Staying the course on listed equities amid tariff-induced market turbulence has led to MLC Asset Management achieving double-digit returns for the 2025 financial year and, more importantly, real returns for members, according to its investments chief. ...

SMSFs' risk appetite to change under Division 296: Wilson

MATTHEW WAI  |  MONDAY, 30 JUN 2025
The controversial superannuation tax will likely see an exodus of SMSF capital from emerging companies as they look to avoid growth companies, a discussion paper says. Following its initial discussion paper and petition on Division 296, Wilson Asset ...

APRA dissects retirement products for the first time

KARREN VERGARA  |  FRIDAY, 27 JUN 2025
More than 200 retirement products managing $490 billion in members' retirement savings have come under the watchful eye of prudential regulator APRA for the first time. APRA's latest statistics for the March 2025 period breaks down the state ...

Old challenges push asset managers to inflection point: Citi

KARREN VERGARA  |  WEDNESDAY, 25 JUN 2025
Asset managers continue to face existential challenges amid the rise of passive funds, fee compression and difficulty in generating alpha, a new report from Citi shows, forcing them to rethink their business models and value propositions in the future. ...

Dodgy dentist defrauds members after draining super for medical procedures

KARREN VERGARA  |  TUESDAY, 24 JUN 2025
As more Australians drain their superannuation to pay for medical procedures, Slater and Gordon Lawyers is warning members to think twice about doing so after a Perth dentist left patients in limbo. Slater and Gordon Lawyers medical law practice leader ...

ART makes sweeping changes to corporate super plans

ELIZA BAVIN  |  MONDAY, 23 JUN 2025
Australian Retirement Trust (ART) has made an array of changes to several corporate superannuation plans it manages, including shuttering one. The Tiffany & Co. Superannuation Plan has closed as of June 20 with members transferred to a Super Savings ...