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Showing 21 - 30 of 978 results for "Notes"

ASIC levy estimates jump 19% as regulator ramps up funding

VINNY VUCAGO  |  MONDAY, 13 JUL 2026
... education and industry engagement, while fees apply to entity specific services as licensing and relief applications. ASIC also notes it has simplified its CRIS webpages to make estimated costs and levy information easier for industry participants to ...

KKR injects $400m into Ampol

RIDDHIMA TALWANI  |  MONDAY, 13 JUL 2026
KKR has provided Ampol with $400 million in funding through a subordinated notes facility, to help the energy retailer with its refinancing initiatives. The transaction was supported by KKR's private credit and insurance platforms. KKR partner and ...

FAAA urges insolvency crackdown to curb soaring CSLR costs

VINNY VUCAGO  |  THURSDAY, 9 JUL 2026
... cost of outstanding complaints to be picked up by other innocent operators in the profession through the CSLR," he said. He notes reforms to Australia's insolvency regime should make phoenix activity more difficult and give liquidators stronger powers ...

Advisers expect growth despite uphill challenges

MATTHEW WAI  |  THURSDAY, 25 JUN 2026
... practice. Overall, 85% say AI can free up more time to spend with clients, while 74% are using it to write emails, take meeting notes and distribute educational materials. However, 65% said integrating AI into existing workflows has been more challenging ...

Small fee increases cost nest eggs $77k: Vanguard

KARREN VERGARA  |  WEDNESDAY, 24 JUN 2026
... workers paying an extra 0.5 percentage points in fees each year can cost $77,000 by the time they reach retirement, Vanguard notes, calculating this to be equivalent to 12.5% of their total balance. The modelling compared two hypothetical MySuper scenarios ...

ASIC slaps adviser with 10-year ban, strips AFSL

MATTHEW WAI  |  FRIDAY, 19 JUN 2026
... According to ASIC, Newbound was found to have forged client signatures on service agreements and provided inaccurate file notes to "justify charging ongoing service fees" on at least three occasions. As a result, ASIC determined Newbound is not a fit ...

We don't always vote in complainants' favour: AFCA

MATTHEW WAI  |  MONDAY, 1 JUN 2026
... of bias." Additionally, he highlighted the importance of providing additional information, including documents like file notes, in a complaint process. Although many advisers are reluctant to share them as they are sometimes not receivable or recorded ...

Scarcity Partners takes minority stake in Infocus

VINNY VUCAGO  |  WEDNESDAY, 27 MAY 2026
... in Infocus Wealth Management (Infocus). The financial terms and percentage holding remain undisclosed. Scarcity Partners notes the deal reflects growing demand for strategic capital among advice businesses as advisers contend with rising compliance obligations ...

Feature: Private credit | The fine print

RIDDHIMA TALWANI  |  FRIDAY, 22 MAY 2026
... are the same is not correct." While the US private credit players loan to corporate balance sheets for expansion, Lockhart notes most of Australia's private credit is backed by hard real estate assets. Real estate private credit manager MaxCap's ...

Aware Super dashboard not flashing red just yet

RIDDHIMA TALWANI  |  FRIDAY, 22 MAY 2026
... Super is tracking three channels in which the conflict could translate into changes in the capital market. The first one he notes is stagflation. "We don't have a very rich data set in terms of our stress tests. How do you scenario test that?" he ...