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Showing 411 - 420 of 12283 results for "General"

Industry groups hammer out guidance on tax-deductible advice fees

ANDREW MCKEAN  |  MONDAY, 26 MAY 2025
The Financial Advice Association Australia (FAAA), in consultation with leading accounting bodies, has released new guidance on tax-deductible advice fees. The guidance follows the release of the ATO Tax Determination in September last year, which the ...

Challenger adds to board director lineup

MATTHEW WAI  |  MONDAY, 26 MAY 2025
... customer needs across a broader range of channels." Somerville and Whittle will stand for election at Challenger's Annual General Meeting on October 30. Meantime, Challenger also confirmed the retirement of Stephenson, leaving the firm in June. She ...

Why emotions, cash derail good investments

KARREN VERGARA  |  FRIDAY, 23 MAY 2025
While we know that during turbulent times it is critical not to let emotions get in the way of investing, an investment expert and former policymaker says it is equally important to remain active and not lean in on cash. Amid the volatility and frenetic ...

ASIC accuses Kalkine of providing unlicensed advice

ELIZA BAVIN  |  FRIDAY, 23 MAY 2025
... provided personal advice as part of the sale of subscription services when Kalkine's AFSL only authorised it to provide general financial product advice. Additionally, the regulator said Kalkine's representatives may have misrepresented to customers ...

Australian Unity offloads property fund

ELIZA BAVIN  |  THURSDAY, 22 MAY 2025
... manager Andrew McLeod will join Newmark and continue to manage the fund on behalf of investors. Australian Unity executive general manager - finance and commercial Jenny Saliba said PIF unitholders will benefit from access to a highly specialised team ...

Rest lands new chief investment officer

ANDREW MCKEAN  |  WEDNESDAY, 21 MAY 2025
... (NAB), serving as chief executive of MLC's asset management business before ultimately taking on the role of executive general manager for investment platforms in NAB's wealth division. Rest chief executive Vicky Doyle said Clancy brings a rare blend ...

CSC, Future Fund, RBA pay data released

ELIZA BAVIN  |  WEDNESDAY, 21 MAY 2025
The Workplace Gender Equality Agency (WGEA) published the gender pay gaps for 120 public sector employers and two corporate groups for the first time following legislative changes in 2023. The data includes details of the gender pay gaps for well-known ...

Bell Asset Management names head of retail sales

MATTHEW WAI  |  WEDNESDAY, 21 MAY 2025
... including the welcoming of Andrew Gowen as portfolio manager and director of research, as well as Lucinda Hill as executive general manager, product and operations. The appointments will further underline its commitment to innovation, agility, and delivering ...

Managed funds should be 'prepared to take less'

ELIZA BAVIN  |  TUESDAY, 20 MAY 2025
... "They need to be adding what we'd call proper idiosyncratic risk to the portfolio, which is out of alignment with a general index. And if they're able to do that and capitalise on it, then that's where the focus should be on active management," ...

FTX creditors await US$5bn distribution

KARREN VERGARA  |  FRIDAY, 16 MAY 2025
... priorities: Dotcom customer entitlement claims will receive a 72% distribution; customer entitlement claims will receive 54%; general unsecured claims and 6B digital asset loan claims will each get 61%; and convenience claims are entitled to 120%.