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Showing 31 - 40 of 7181 results for "SMA"

Super system to hit $12.4tn by 2045

VINNY VUCAGO  |  TUESDAY, 30 JUN 2026
Australia's superannuation system is forecast to triple in size over the next two decades reaching $12.4 trillion by 2045, as sustainable retirement outcomes become the sector's defining challenge. According to the latest edition of Deloitte's Dynamics ...

Mercer cuts mandates for Global Listed Property Fund

KARREN VERGARA  |  TUESDAY, 30 JUN 2026
Mercer Investments Australia has again trimmed its fund manager line-up, this time making changes to its Global Listed Property Fund. Effective July 1, Principal Asset Management will be the sole fund manager overseeing the Mercer Global Listed Property ...

Future Group to internalise super trustee structure

MATTHEW WAI  |  MONDAY, 29 JUN 2026
Future Group is acquiring WTW's superannuation licensed entity, Stewarda, to establish trustee capabilities in house. The transaction is subject to APRA's approval. Stewarda holds an APRA extended public offer RSE licence allowing it to act ...

CGT, negative gearing changes to become a law

RIDDHIMA TALWANI  |  FRIDAY, 26 JUN 2026
The government's tax agenda announced in the Budget overhauling the capital gains tax (CGT) discount and negative gearing have now passed the Parliament and will become law. The government recently unveiled CGT discount carveouts targeting small businesses ...

Corruption, governance risks: The cost of doing business in emerging markets?

KARREN VERGARA  |  FRIDAY, 26 JUN 2026
Beyond a governance issue, corruption is a major deterrence to capital flows, undermines long-term development and carries crippling social costs. Seasoned investors, though, are quick to challenge the notion that corruption and governance risks are ...

Pendal shutters Global Select Fund

KARREN VERGARA  |  WEDNESDAY, 24 JUN 2026
Only five years after it debuted, Pendal has terminated its Global Select Fund, an actively managed international equity strategy. Due to the fund's relatively small size, as well as ongoing running costs being a higher proportion of total assets, Pendal ...

Small fee increases cost nest eggs $77k: Vanguard

KARREN VERGARA  |  WEDNESDAY, 24 JUN 2026
A new analysis from Vanguard Australia shows superannuation funds charging marginal fee increases can cost members $77,000 in retirement. Full-time workers paying an extra 0.5 percentage points in fees each year can cost $77,000 by the time they reach ...

Greens, Labor agree on LRBA ban on SMSFs

MATTHEW WAI  |  WEDNESDAY, 24 JUN 2026
The Australian government is backing the Greens' policy to put a stop on self-managed superannuation funds (SMSFs) from purchasing residential properties with any capital assistance, arguing the sector is currently gating nearly two million properties ...

Bell Asset Management launches small-caps fund

KARREN VERGARA  |  TUESDAY, 23 JUN 2026
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers. Incepted on June 17, the managed fund invests in small companies outside the ASX 100. The actively managed ...

KeyInvest unveils new investment platform, awards mandate

MATTHEW WAI  |  MONDAY, 22 JUN 2026
KeyInvest has launched a new investment platform to include a plethora of investment strategies ranging from private credit to global equities. The KeyInvest Managed Investments (KIMI) platform provides advisers and wholesale investors access to specialist ...