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Showing 21 - 30 of 1749 results for "Minimum"

Advisers lean on AQF7 to meet education standards: Rainmaker

MATTHEW WAI  |  FRIDAY, 24 JUL 2026
... beginning of the year, Rainmaker found that an AQF 7 or higher qualification were the most popular. AQF 7 stood as the minimum requirement for advisers to continue practising, unless qualified through the experience provider pathway, which recognises ...

Warakirri, LongView launch home equity strategy

MATTHEW WAI  |  THURSDAY, 16 JUL 2026
... Value Index and targets an investment return rate (IRR) of 12% to 16% per annum, net of all fees and costs. It requires a minimum investment of $100,000, with a distribution frequency of every six months. LongView operates by co-investing with homeowners ...

Super funds fail customer service test: SCA

KARREN VERGARA  |  TUESDAY, 14 JUL 2026
... by public reporting, independent benchmarking and better staff training. In early 2025, Treasury floated new mandatory minimum service standards for all large APRA-regulated superannuation funds, forced to take action on poor and widespread administration ...

Start-ups carve out confirms tax reforms are 'flawed': WAM

MATTHEW WAI  |  MONDAY, 13 JUL 2026
... is welcomed with intent but cannot repair the damage caused by replacing the 50% CGT discount with indexation and a 30% minimum tax. Under the proposed concession, eligible investors would retain access to the 50% CGT discount under strict conditions ...

Government consults on discretionary trust tax

MATTHEW WAI  |  THURSDAY, 9 JUL 2026
The government is consulting on the minimum tax on discretionary trusts set to come into effect 1 July 2028. Announced during the 2026 Federal Budget, Treasury is now seeking industry feedback on the incoming tax around the expanded rollover relief ...

Advice fee spike raises super concerns: SMC

VINNY VUCAGO  |  MONDAY, 29 JUN 2026
... advice fee deductions. It is calling for fee caps, enhanced trustee oversight, greater transparency across super products, minimum balance thresholds and warning mechanisms for SMSFs, and faster implementation of the Delivering Better Financial Outcomes ...

ASIC calls out platform trustees: 'Clear breach of trust'

RIDDHIMA TALWANI  |  MONDAY, 29 JUN 2026
... breach of trust." The report urged trustees to monitor fee caps based on an appropriate cost of advice, set appropriate minimum balance requirements to deduct advice fees, review prompts or thresholds for risk-based checks, incorporate questions and ...

CGT, negative gearing changes to become a law

RIDDHIMA TALWANI  |  FRIDAY, 26 JUN 2026
... 2027. The 50% CGT discount for individuals, trusts and partnerships will be replaced with cost base indexation and a 30% minimum tax rate. It also reforms future negative gearing so it only applies to new builds from 1 July 2027, with grandfathering ...

Pendal shutters Global Select Fund

KARREN VERGARA  |  WEDNESDAY, 24 JUN 2026
... be managed in a cost-efficient way." The fund was incepted on 30 July 2021 and held between 30-60 stocks and required a minimum investment amount of $25,000. It returned 15.9% p.a. before fees over three years while the benchmark made 18.1% p.a. After ...

Bell Asset Management launches small-caps fund

KARREN VERGARA  |  TUESDAY, 23 JUN 2026
... earlier in the growth lifecycle and therefore have the potential to compound earnings over time." The fund requires a minimum investment amount of $20,000. There will be between 30 to 70 stocks in the portfolio, with up to 10% allocated to cash, and ...