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Showing 21 - 30 of 10560 results for "SET"

Super funds fail customer service test: SCA

KARREN VERGARA  |  TUESDAY, 14 JUL 2026
... and audit trails and carry out mandatory processes replacing discretionary practices. The first tranche of the standards is set to go live in July 2028. AustralianSuper also stood out in the new report, failing to answer 90% of calls. Team Super answered ...

LRBA ban requires immediate clarity: SMSFA

MATTHEW WAI  |  TUESDAY, 14 JUL 2026
The SMSF Association (SMSFA) is urging the government to provide immediate clarity and guidance with the upcoming change on the limited recourse borrowing arrangements (LRBAs) access for self-managed superannuation funds (SMSFs). The Australian government ...

Traditional investing principles unsuitable in decumulation: Research

KARREN VERGARA  |  MONDAY, 13 JUL 2026
... worlds apart." Furthermore, financial advisers traditionally focus on sequencing risk in retirement but overlooked a broader set of interconnected threats, including loss asymmetry, volatility drag and what the research coins as "dollar-cost ravaging". ...

HeirWealth launches AI integration

VINNY VUCAGO  |  FRIDAY, 10 JUL 2026
HeirWealth has launched a Model Context Protocol (MCP) server allowing financial advisers, accountants and family offices to query consolidated client wealth data through artificial intelligence assistants such as ChatGPT and Claude. The Australian ...

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 ...

SS&C to accept digital cash for tokenised investments

MATTHEW WAI  |  THURSDAY, 9 JUL 2026
SS&C Technologies Holdings is planning to adopt digital cash such as stablecoins and tokenised commercial bank deposits during the transactions of tokenised investments. The planned capabilities are designed to support future atomic settlement, SS&C ...

Advice veteran's exit creates $1bn Tassie wealth group

KARREN VERGARA  |  WEDNESDAY, 8 JUL 2026
... became "frustrated with the training focus on selling products", he told Financial Standard in 2023, adding years later he set off to shed institutional influence and charter his own course. "Today, the firm still has my very first client, and our single ...

TCorp chief investment officer retires

KARREN VERGARA  |  WEDNESDAY, 8 JUL 2026
... Financial Group, QIC, Goldman Sachs and Schroders. TCorp is now looking for Brentnall's successor with the appointment set to be finalised in the first half of 2027. Brentnall continues to lead the investment team during this period. TCorp recently ...

arcpoint OCIO scores more mandates, Larapinta Private launches

KARREN VERGARA  |  TUESDAY, 7 JUL 2026
... arcpoint OCIO has won three mandates including securing wealth manager and family office Larapinta Private, a new venture set up by a former Koda Capital partner. Founded by Troy Armstrong, Larapinta Private caters to Australia's regional, agricultural ...

AUSIEX launches cash account for advisers

RIDDHIMA TALWANI  |  TUESDAY, 7 JUL 2026
... deploy when markets move, while still supporting efficient settlement and portfolio implementation. "Cash should not simply be set and forget, nor treated as a passive and disconnected portfolio holding," Grant said. "An efficient integrated cash management ...