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Showing 31 - 40 of 883 results for "Charter"

Australian Ethical MySuper returns 10.5%

JAMIE WILLIAMSON | TUESDAY, 22 JUL 2025

... through periods of market volatility. "It also means we favour future-focused investments that in line with our Ethical Charter seek to do good by people, animals and planet, and importantly that will have a place in our world for many decades to com ...

Platinum executives depart amid merger talks

ELIZABETH FRY | THURSDAY, 10 JUL 2025

Three executives at Platinum Asset Management have departed as the asset manager finalises its merger with L1 Capital. Platinum's head of investment Douglas Isles and head of institutional distribution Charlie Brooks have both exited the business ...

Australia's largest real estate fundie pulls ahead of the pack

ANDREW MCKEAN | TUESDAY, 24 JUN 2025

... largest real estate fund manager has widened its lead over competitors in the past year, according to a new industry survey. Charter Hall cemented its spot at the summit, continuing its reign as the nation's largest real estate manager with $83 billion ...

Firms rebuffing AFCA determinations should be named: FAAA, professional bodies

KARREN VERGARA | TUESDAY, 17 JUN 2025

The Financial Advice Association Australia (FAAA) and four other professional bodies are urging the Australian Financial Complaints Authority (AFCA) to name and shame financial firms that fail to follow through on a determination as more than 60 have ...

$15m crypto scam costs former adviser 10 years

JAMIE WILLIAMSON | THURSDAY, 12 JUN 2025

A former financial adviser that redirected $14.8 million in client and family funds into a crypto scam has been banned for 10 years. Glenda Rogan of Wollongong and Sutherland Shire allegedly transferred at least $14.8 million of funds invested by clients ...

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 ...

'Tensions' identified between FAR and other requirements

ELIZA BAVIN | MONDAY, 26 MAY 2025

The chief executives of several superannuation funds sat down with ASIC and APRA for a roundtable to discuss key issues related to the Financial Accountability Regime (FAR). As part of the discussions, the super fund chiefs emphasised the importance ...

Daniel Mulino takes over financial services portfolio

JAMIE WILLIAMSON | TUESDAY, 13 MAY 2025

Daniel Mulino is the new minister for financial services and assistant treasurer. Mulino was named in the position by Prime Minister Anthony Albanese yesterday. He brings a great deal of relevant experience to the portfolio. With an extensive background ...

Bill Gates to shutter Gates Foundation in 2045

JAMIE WILLIAMSON | FRIDAY, 9 MAY 2025

... Foundation permanently in 2045. It's a big change for the foundation which, when established in 2000, was done so with the charter that it would continue for several decades after the death of Gates and his then wife, Melinda. Now, Gates says he has ...

Industry bodies call for delay to Payday Super

JAMIE WILLIAMSON | FRIDAY, 9 MAY 2025

A collective of industry bodies, including Chartered Accountants ANZ and the Financial Advice Association Australia, want the government to push the implementation of Payday Super to July 2028. In a joint submission to Treasury, eight industry lobby ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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