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Showing 581 - 590 of 10359 results for "Trust"

ASIC eyeing advisers recommending private credit funds

ELIZA BAVIN  |  WEDNESDAY, 3 DEC 2025
ASIC commissioner Alan Kirkland has told an industry event that the regulator is keeping an eye on the private credit sector, with increased surveillance continuing in 2026. "On the retail side, this surveillance will look at disclosures of fees and ...

Shield proposes to liquidate equities to pay investors

KARREN VERGARA  |  WEDNESDAY, 3 DEC 2025
... financial services offered by institutions such as Macquarie Investment Management, Equity Trustees Superannuation, The Trust Company (PTAL) or HSBC Custody Nominees (Australia). The investors of the SMF can recover their investments in the form of distributions ...

AZ NGA partners with Sydney Financial Planning

ANGELIQUE MINAS  |  TUESDAY, 2 DEC 2025
... Financial Planning founder Bill Bracey said the deal will fulfill the company's goals of finding a partner that it could trust to serve the best interests of its longstanding clients. "My philosophy is that I'm in the business of trust and relationships ...

Tyndall Asset Management calls time

KARREN VERGARA  |  TUESDAY, 2 DEC 2025
Tyndall Asset Management confirmed it will close its doors early next year following a mandate loss, saying the decision "reflects current dynamics in Australian large cap value equities" and its market position. Australian equities specialist Tyndall ...

Royal London AM launches four new funds locally

ELIZA BAVIN  |  TUESDAY, 2 DEC 2025
Royal London Asset Management has announced the launch of four new funds for Australian investors, with Equity Trustees as responsible entity. Royal London Asset Management manages $378 billion for clients in the UK and select international locations ...

Centuria grows agriculture portfolio to $1.3bn with acquisition

RIDDHIMA TALWANI  |  MONDAY, 1 DEC 2025
... agricultural real estate fund, Arrow Primary Infrastructure Fund (APIF), and its stapled operating fund, the Arrow Operations Trust. APIF comprises a portfolio of 22 properties worth $444 million as of 30 June 2025. The assets are leased to leading Australian ...

Perpetual raises $268m to expand credit investments

RIDDHIMA TALWANI  |  MONDAY, 1 DEC 2025
Perpetual Credit Income Trust (PCI), Perpetual's ASX-listed investment trust, has raised $267.9 million from investors for further opportunities in credit and fixed income assets. The capital raise saw investors purchase units at $1.10, a 9.1% discount ...

Capital Haus acquires Adelaide advice firm, FUM to exceed $1bn

MATTHEW WAI  |  MONDAY, 1 DEC 2025
... "Baker Young has been a cornerstone of South Australia's advice community for four decades, built on deep relationships and trust. We feel privileged to be the next custodian of that legacy," Gow said. "By moving our existing client base across to the ...

FAAA's Advice Academy launches

KARREN VERGARA  |  FRIDAY, 28 NOV 2025
The Financial Advice Association Australia (FAAA) has launched the Advice Academy in a bid to help and support new entrants. Advice Academy offers training modules from Kaplan Professional, mentoring opportunities, a professional year (PY) hours tracker ...

AI to maximise returns for super members: Report

ANGELIQUE MINAS  |  FRIDAY, 28 NOV 2025
The Thinking Ahead Institute (TAI) released a global DC peer study that revealed the current outdated design of these pension funds are preventing younger members from receiving maximised returns. TAI co-founder Roger Urwin supported the report's findings ...