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Showing 431 - 440 of 38155 results for "Year"

First Super switches out group insurer

JAMIE WILLIAMSON  |  THURSDAY, 19 MAR 2026
First Super has negotiated a mandate with a new group insurer that will see most of its members pay less for their cover. From April 1, group insurance for First Super members will be provided by TAL. The mandate sat with MetLife for the past 14 years ...

Arthur J. Gallagher & Co. acquires Asset Partners Private Wealth

KARREN VERGARA  |  WEDNESDAY, 18 MAR 2026
... fee-for-service model under a "two adviser per client policy to ensure all clients have access to quality specialised financial advice year-round regardless of holidays, illness or retirement". The client base comprises mostly of retirees, professional ...

Rest 'diversifies its diversifiers' with US neighbourhood malls

RIDDHIMA TALWANI  |  WEDNESDAY, 18 MAR 2026
Rest has invested US$250 million in the US Cities Retail Fund (USCRF), managed by Nuveen Real Estate, broadening its exposure to retail property. USCRF invests in neighbourhood shopping centres in major US markets. Rest head of real assets for investments ...

Ironbark brings businesses under one national banner

RIDDHIMA TALWANI  |  WEDNESDAY, 18 MAR 2026
Ironbark will consolidate 15 businesses under a new single brand, Ironbark Financial Group. The parent company will operate sub-brands that include Ironbark Advice, Ironbark Private Wealth and Ironbark Investment Solutions. Ironbark Advice encompasses ...

Challenger slashes offer price for Pepper Money

RIDDHIMA TALWANI  |  WEDNESDAY, 18 MAR 2026
... from $2.60 to $2.25 per share, saying this is its best and final offer. The revised proposal is inclusive of the calendar year 2025 final dividend of 7.8 cents per share and any special dividend. Earlier in February, Challenger confirmed speculation ...

Treasury opens Div 296 tax regulation consultation

KARREN VERGARA  |  WEDNESDAY, 18 MAR 2026
... to calculate earnings for defined benefit interests. Furthermore, it explains how the tax applies in a person's final year and sets the adjustment factors for capital gains tax for large super funds. The consultation closes on April 7. From July ...

ETFs grow in popularity for SMSF investors

JAMIE WILLIAMSON  |  TUESDAY, 17 MAR 2026
Exchange-traded funds (ETFs) are quickly becoming a dominant feature of self-managed super funds, with financial advisers increasingly turning to them for diversification. According to an analysis of SMSFs on the AUSIEX platform, about 44% of advised ...

AWAG appoints first head of advice

JAMIE WILLIAMSON  |  TUESDAY, 17 MAR 2026
The Australian Wealth Advisors Group (AWAG) named an inaugural head of advice. David Mazengarb is taking on the role after several years in consulting. Mazengarb previously held roles such as general manager - wealth management at Australian Wealth ...

Treasury proposes advice education standard reforms

KARREN VERGARA  |  TUESDAY, 17 MAR 2026
... (HEP) and align with the current curriculum requirements. They also still need to pass an exam, undertake the professional year and subsequent continuing professional education, which remain unchanged under the proposed reforms. The educational reforms ...

Active equity managers underwhelm in 2025: SPIVA

KARREN VERGARA  |  TUESDAY, 17 MAR 2026
... 13.3% gain in the S&P World Index (AUD). Over longer timeframes, underperformance rates exceeded 95% over the 10- and 15-year periods. Australian mid- and small-cap funds fared worse than their historical averages, with underperformance rates of 74% ...