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Showing 21 - 30 of 583 results for "Directed"

ASIC considers changes to net asset requirements

ELIZA BAVIN  |  WEDNESDAY, 18 MAR 2026
... ASIC is looking at increasing the NTA requirements that apply to other fund operators, such as operators of investor directed portfolio services (IDPSs) and corporate directors of retail corporate collective investment schemes (CCIVs); and the NTA requirements ...

ETFs grow in popularity for SMSF investors

JAMIE WILLIAMSON  |  TUESDAY, 17 MAR 2026
... SMSFs on the AUSIEX platform, about 44% of advised SMSF portfolios were allocated to ETFs in 2025. This compares to self-directed investors' allocation of just 9.3% of a portfolio. The top holdings of advised SMSFs include multiple ETFs and a range of ...

ETFs continue to drive managed accounts adoption: Research

MATTHEW WAI  |  TUESDAY, 20 JAN 2026
... 1505 financial advisers, expressing their confidence in ETFs. Approximately 25% of new client flows outside super were directed into ETFs over the past year, reflecting the use of ETFs as "core building blocks" in advised portfolios. Within managed accounts ...

Most read in 2025: Superannuation

ELIZA BAVIN  |  MONDAY, 22 DEC 2025
... test AMP, Insignia Financial and Bendigo SmartStart were the only superannuation fund providers whose platform trustee-directed products (TDP) failed APRA's August performance test. Only seven out of the 563 products that APRA tested failed in its ...

Boman Group scores licence to expand China investments

RIDDHIMA TALWANI  |  TUESDAY, 9 DEC 2025
... around $200 million (RMB $1 billion) of overseas institutional capital in its initial phase. It said this capital will be directed to fast-growing Chinese companies, including those preparing to list on public markets, as well as undervalued local businesses. ...

T. Rowe and Oak Hill launch flexible credit income fund

RIDDHIMA TALWANI  |  MONDAY, 24 NOV 2025
... maintaining a disciplined risk framework." The fund will be distributed by T. Rowe Price and be available to both Investor Directed Portfolio Service (IDPS) and superannuation accounts. T. Rowe Price country head for Australia and New Zealand Darren ...

Betashares expands platform offering with JPMAM partnership

RIDDHIMA TALWANI  |  MONDAY, 17 NOV 2025
... capital growth through diversified exposure. The new portfolios will be automatically rebalanced on the platform for self-directed retail investors. Betashares chief executive Alex Vynokur said partnering with JPMAM reinforces its commitment to bringing ...

'We won't bet against the US', but 'China is not a foe': Elia

ELIZA BAVIN  |  THURSDAY, 13 NOV 2025
... ASX... a lot of the miners, coal, iron ore, is largely a China play. Approximately 30-40% of Australia's exports are directed towards China. So, China is not a foe in that context," Elia said. "So, we have got to continue to work on that relationship. ...

Morningstar calls out platform TDPs' use of rebates

KARREN VERGARA  |  MONDAY, 13 OCT 2025
Analysis by Morningstar calls out a significant number of platform trustee-directed products (TDPs) were able to pass the recent superannuation performance test by tweaking rebates. Morningstar's report Putting the performance test to the test shows ...

La Trobe appoints new liquidity chief

ANGELIQUE MINAS  |  THURSDAY, 9 OCT 2025
... hires, including deputy chief financial officer Travis Goudie, head of distribution James Waterworth, and head of self-directed clients John Iliakopoulos. Baker said: "La Trobe Financial's disciplined approach to liquidity management is a key reason ...