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Showing 31 - 40 of 4961 results for "Fees"

J.P. Morgan AM awarded fresh portfolio structuring mandate

MATTHEW WAI  |  TUESDAY, 2 JUN 2026
... income, integrated within Findex's MDA. Each fund is actively managed with defined alpha and tracking targets, and importantly fees are kept low. A TAA overlay enables efficient portfolio tilts and FX implementation, addressing the challenges set out ...

Super 'safest' entry in private market for retail investors: Morningstar

RIDDHIMA TALWANI  |  THURSDAY, 28 MAY 2026
... exposure to newer areas of private markets. Super funds can also leverage their scale to engage top-tier managers and negotiate fees, helping to optimise net returns. "When investing in private assets, super funds can leverage their institutional scale ...

Westpac fined $26m for financial hardship neglect

KARREN VERGARA  |  WEDNESDAY, 27 MAY 2026
... contravention in the proceeding and paid more than $1.7 million in remediation to affected customers, including refunds of fees and interest and compensation for non-financial loss. ASIC deputy chair Sarah Court commented Westpac failed the very customers ...

FAAA pushes for 'fundamental' changes to CSLR

KARREN VERGARA  |  TUESDAY, 26 MAY 2026
... fact-find, develop strategies and prepare a Statement of Advice. Further, it "strongly opposes" any ban or limitation on advice fees being paid from super accounts for switching advice. "There is no basis for such an intervention in the market, and this ...

Feature: Private credit | The fine print

RIDDHIMA TALWANI  |  FRIDAY, 22 MAY 2026
... "materially so". Its review pushed for transparency across the sector on investment strategy, exposures, valuations, risks and fees. It said this would support comparability and informed decision-making by investors. While related party transactions ...

Buyer beware: Private credit as a defensive play

KARREN VERGARA  |  TUESDAY, 19 MAY 2026
... which regulator ASIC has put product providers on notice for opaque practices and transparency issues, particularly around fees. To help address this, Danieli said advisers should consider the "first layer of the onion" to be the portfolio composition ...

Super funds get ahead of proposed minimum service standards: KPMG

KARREN VERGARA  |  TUESDAY, 19 MAY 2026
... out $1727. BT, Netwealth and Macquarie superannuation members pay nearly $1000. For MySuper fund members, administration fees charged on a $50,000 balance remained stable at 0.26%. Industry funds continue to charge the lowest amount for default products ...

InterPrac targets First Guardian victim, disputes AFCA ruling

KARREN VERGARA  |  FRIDAY, 15 MAY 2026
... conclusion." InterPrac said there was no basis to recommend Kee switch from her Macquarie product to AusPrac and a reduction in fees is not sufficient to recommend a switch. It also did not agree with AFCA determining Kee's investments into the FG ...

Low fees a strong indicator of fund survivorship: Morningstar

RIDDHIMA TALWANI  |  FRIDAY, 15 MAY 2026
The latest research by Morningstar found lower fees played a major factor in a fund's chance of survival and outperformance compared to more expensive peers. "Across nearly all major categories examined in this study, the lowest fee quintile achieved ...

ART overhauls death and TPD insurance fees

RIDDHIMA TALWANI  |  FRIDAY, 15 MAY 2026
... average by 16.6% for all members. However, if a member holds insurance cover through their ART accounts, a new insurance fees of 7% of insurance premium will start applying. "This fee is included in your insurance premium amount and is only charged to ...