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Showing 351 - 360 of 8407 results for "June"

Prevention of Shield, First Guardian-like events the focus from here on: Mulino

MATTHEW WAI  |  THURSDAY, 20 NOV 2025
... estimate for FY27 is $137.5 million. A revised estimate of the personal financial advice sector's levy will be provided in June 2026 as it exceeds the $20 million sector cap, which may well be higher. A special levy will likely be required, the design ...

CalPERS adopts total portfolio approach

JAMIE WILLIAMSON  |  TUESDAY, 18 NOV 2025
... Super Fund. He also used it at Future Fund. Late last year, he became chief investment officer at CalPERS. In the 20 years to June 2024, NZ Super Fund achieved an average annualised return of 10.03%. The average return among pension funds was 6.8%. In ...

Former ASIC chair, FASEA chief launch trustee

JAMIE WILLIAMSON  |  MONDAY, 17 NOV 2025
... Australia currently oversees the SPSL Pooled Superannuation Trust, previously part of Brighter Super and acquired by the group in June 2025. Under the acquisition, Super Trustees Australia took over the extended public offer licence attached to the trust ...

Estimated CSLR levy comes in at $127m for FY27

JAMIE WILLIAMSON  |  MONDAY, 17 NOV 2025
... for the current financial year. A revised estimate of the personal financial advice sector's levy will be provided in June 2026 as it exceeds the $20 million sector cap, the CSLR said. It warned that it may well be higher. CSLR chief executive David ...

Passive strategies show 'higher survivorship' over active: Morningstar

RIDDHIMA TALWANI  |  FRIDAY, 14 NOV 2025
... of active funds against a composite of passive fund performance across trailing three-, five-, and 10-year periods ending June 2025. Passive strategies demonstrated consistently higher survivorship rates when compared with active peers, it found. "Even ...

MST Financial acquires FIIG Securities' unit, boosts assets

KARREN VERGARA  |  FRIDAY, 14 NOV 2025
... Australian Bond Fund and the FIIG Monthly Income Fund were also taken over by MST Financial. Upon finalising the acquisition in June, FIIG staffers moved under MST's income division, which was founded by Cameron Duncan and Steve Anagnos. Kieran Quaine ...

SQM Research faces court over 'favourable' rating of Shield

MATTHEW WAI  |  THURSDAY, 13 NOV 2025
... BDO - the auditor of Shield - confirmed that Keystone had complied with the compliance plan for the financial year ended 30 June 2022, and it continued to meet the requirements of Part 5C.4 of the Corporations Act 2001. However, in FY23, BDO noted that ...

Interprac sued over Shield, First Guardian failures

JAMIE WILLIAMSON  |  THURSDAY, 13 NOV 2025
... when calling potential investors. It also included a chart that demonstrated Shield outperformed top super funds between June 2016 and June 2021, despite Shield only being registered in May 2021. While this was not approved by Interprac, ASIC said this ...

HUB24, TAL to launch retirement income product

KARREN VERGARA  |  WEDNESDAY, 12 NOV 2025
... and the advisers using their platform to provide clear and accessible retirement options for their clients." At the end of June, APRA data shows there was a total of 200 retirement income products and 109 transition to retirement products on offer. They ...

Perennial snaps up 50% of Balmoral, hands over microcap mandate

RIDDHIMA TALWANI  |  TUESDAY, 11 NOV 2025
... recently acquired stakes in boutique Ziller Fund Management, aiming to further develop its flagship Ziller Global Fund. In June this year it also acquired a majority stake in Melior Investment Management, taking over management of its flagship impact ...