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Showing 41 - 50 of 18226 results for "Plan"

Mulino targets retail investor protections, high-risk MISs: SIAA

KARREN VERGARA  |  TUESDAY, 19 MAY 2026
... improve ASIC's oversight of the structures. Treasury proposed a new MIS regulatory framework will have stricter compliance plan requirements, such as a detailed description of the nature of the MIS and its investment strategy, and information outlining ...

Investors rotate into fixed income as diversification demand grows: Capital Group

VINNY VUCAGO  |  MONDAY, 18 MAY 2026
... senior investment professionals across Asia-Pacific, Europe, the Middle East and North America, showed 72% of respondents plan to adjust credit portfolio composition over the next 12 months, while 67% are focused on increasing geographic diversification. ...

InterPrac targets First Guardian victim, disputes AFCA ruling

KARREN VERGARA  |  FRIDAY, 15 MAY 2026
InterPrac Financial Planning is taking action against a former client and victim of the First Guardian Master Fund collapse for an Australian Financial Complaints Authority (AFCA) determination it is vehemently contesting. The new proceeding comes off ...

Aequitas hires former Vanguard consultant

MICHELLE BALTAZAR  |  THURSDAY, 14 MAY 2026
A former portfolio consultant at Vanguard who led the fund manager's launch of its own portfolio analytics and consulting function for Australian-based financial advisers is Aequitas' latest recruit. Mark Stephan joins as a principal asset consultant ...

Budget boosts fuel security, misses clean energy opportunities

KARREN VERGARA  |  THURSDAY, 14 MAY 2026
... mixed messages to investors. The $1 billion cut to Australia's disaster readiness, no funding for the National Adaptation Plan and the $2 billion slashed from programs accelerating the rollout of new clean energy systems were criticised by the network ...

Aware Super strengthens support for financial advisers

MATTHEW WAI  |  THURSDAY, 14 MAY 2026
Aware Super is introducing better support to financial advisers as it antes up the delivery of education with licensees and advisers, in a move to expand its advice relationships capability. To better focus on the initiative, the $235 billion super ...

Sequoia delays dividend amid InterPrac sale uncertainty

ELIZA BAVIN  |  THURSDAY, 14 MAY 2026
Sequoia Financial has advised the payment date for the previously declared interim dividend will be delayed from May 15 to June 3. The interim dividend was previously delayed pending the proposed sale of InterPrac to Conquest Investment Partners; however ...

Adviser ban stretched to 2028 in ASIC deterrence win

RIDDHIMA TALWANI  |  WEDNESDAY, 13 MAY 2026
The Administrative Review Tribunal (ART) has prohibited Stephen Rogers from being registered as a financial adviser for another three years. Melbourne-based Stephen Rogers, a representative of United Global Capital, had been prohibited from registering ...

Investors the biggest losers in 2026 Budget

KARREN VERGARA  |  WEDNESDAY, 13 MAY 2026
... significant tax package affecting how Australians invest, hold assets, rebalance portfolios, manage small business structures and plan for retirement." "Much of the public debate has focused on housing, but these measures also affect shareholders, small ...

Minimum 30% tax for discretionary trusts

KARREN VERGARA  |  TUESDAY, 12 MAY 2026
Discretionary trusts have been slapped with a 30% minimum tax amid a slew of "fairer tax arrangements" reforms in the 2026-27 Budget to address intergenerational inequity. From 1 July 2028, Treasurer Jim Chalmers proposes to introduce the new tax that ...