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Showing 21 - 30 of 17531 results for "Report"

MPC Markets partners with HeirWealth

VINNY VUCAGO  |  TUESDAY, 26 MAY 2026
MPC Markets has selected HeirWealth Atlas to power the portfolio reporting capabilities within its Mosaic client platform. The partnership will provide MPC Markets advisers with consolidated multi-asset reporting, automated branded review documents ...

APRA funding levy rises to $253m

KARREN VERGARA  |  TUESDAY, 26 MAY 2026
APRA's funding levy will rise by 4.2% to $253.3 million for the 2027 financial year, Treasury estimates show, with superannuation funds expected to cover one third of this charge. Split across the sectors it regulates, APRA apportioned $81.2 million ...

ATO sounds alarm as Payday Super deadline nears

VINNY VUCAGO  |  MONDAY, 25 MAY 2026
The Australian Taxation Office has urged employers to act immediately ahead of the introduction of Payday Super on July 1, warning businesses have just five weeks remaining to prepare for one of the biggest changes to the superannuation system in years. ...

AFCA appoints lead superannuation ombudsman

VINNY VUCAGO  |  MONDAY, 25 MAY 2026
... financial firms implement consumer protection and hardship frameworks in practice. In its latest Systemic Issues Insight Report released last week, AFCA warned that while many financial services firms had established sound hardship and vulnerability ...

Unit trusts FUM 'plateaued': Rainmaker

MATTHEW WAI  |  MONDAY, 25 MAY 2026
... trusts only made gains through positive market returns over the 12 months to March end. In the Managed Funds Net Flows Report, which tracks 160 investment managers' performances over the period, 77 had net inflows and 83 had net outflows. The overall ...

ASIC backs Australia's fintech edge as AI reshapes financial services

VINNY VUCAGO  |  FRIDAY, 22 MAY 2026
... and regulators will need to work together to ensure that Australia not only keeps up but stays ahead," Longo said. The report forms part of ASIC's broader push to support responsible innovation while maintaining consumer protections and market integrity ...

Super fund-backed AFSL adviser numbers drop: Rainmaker

RIDDHIMA TALWANI  |  FRIDAY, 22 MAY 2026
... March 2026. "This contraction contrasts sharply with the expansion in both membership and funds under management," the report said. "The financial advice workforce continues to contract, limiting the capacity of traditional, in-person models to meet ...

AMP new boss overhauls executive team

KARREN VERGARA  |  FRIDAY, 22 MAY 2026
AMP, under its new chief executive, has rejigged the leadership team that now includes the appointment of a new chief operating officer, and human resources and finance leads. Rob Jarrett was promoted to the role of chief operating officer in May, finishing ...

Financial services failing to provide consistent outcomes: AFCA

MATTHEW WAI  |  FRIDAY, 22 MAY 2026
... weaknesses arise in how those policies were implemented in practice. The eighth edition of the Systemic Issues Insight Report, which accounts for the complaints received and processed in the first half of FY26, noted that financial services businesses ...

Proposed CGT reforms could upend HNW low advice demand

KARREN VERGARA  |  FRIDAY, 22 MAY 2026
The high-net-worth (HNW) population's vast pool of wealth estimated to be worth a whopping $4.4 trillion, yet only one quarter employ the services of a financial adviser, new research finds, but Labor's proposed tax reforms could change this. ...