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Showing 41 - 50 of 18432 results for "Plan"

Stay up to date with regulatory compliance at the FAAA Congress

MATTHEW WAI  |  THURSDAY, 17 SEP 2026
The upcoming Financial Advice Association Australia (FAAA) Congress will explore ASIC's key focus for the remainder of the year, while shedding some light on the ongoing developments from the Australian Financial Complaints Authority (AFCA) and ...

4D Infrastructure moves to Perennial

VINNY VUCAGO  |  WEDNESDAY, 16 SEP 2026
4D Infrastructure will not be joining the other Bennelong Funds Management affiliates that have been sold off to Antipodes Partners and will instead move to Perennial Partners. Perennial will take a shareholding in the business for an undisclosed sum. ...

UniSuper hires former TelstraSuper's head of retirement

MATTHEW WAI  |  WEDNESDAY, 16 SEP 2026
The super fund has appointed a former TelstraSuper executive to lead its advice strategy, research governance and technical frameworks. Melanie Slade has joined UniSuper as head of advice strategy and technical, reporting to chief advice officer Andrew ...

MDS drags Treasury to assess FSC levy proposal

RIDDHIMA TALWANI  |  WEDNESDAY, 16 SEP 2026
My Dealer Services (MDS) has called on Treasury to assess the Financial Services Council's (FSC) latest proposal to lift levies paid by licensees to ASIC, which it describes as an "attack" on small licensees. MDS has written to the Treasury to intervene ...

Asset managers turn to outsourcing, AI: Survey

VINNY VUCAGO  |  WEDNESDAY, 16 SEP 2026
... just a technology issue; it is an operating model and resilience issue." The survey also found more than half of managers plan to target new global markets, while firms increasingly favour strategic partnerships to support scale and operational efficiency. ...

ART leads retirement product race, others wrestle with covenant

KARREN VERGARA  |  WEDNESDAY, 16 SEP 2026
... products today. "Affordable products that suit lower-balance members don't really exist today, however we certainly have to plan for the future membership, as our fund is predominantly women, and women live longer, a lifetime guaranteed income will ...

Automic Group launches full-service fund admin, custody platform

MATTHEW WAI  |  TUESDAY, 15 SEP 2026
... administration capability, further expanding upon Automic's institutional-grade company and fund registry and employee share plan offering," McHutchison said. "Automic's fund administration capability is delivered through its proprietary technology ...

Super turns a safety-net retirement into a comfortable one: ASFA

RIDDHIMA TALWANI  |  TUESDAY, 15 SEP 2026
... a good car that is regularly serviced," Delahunty said. "At the modest level, health cover is basic, probably a hospital plan only, holidays are domestic only, and you eat out very occasionally. On the Age Pension alone, most of these things drop out ...

Esencia merges with HNW advice practice

MATTHEW WAI  |  TUESDAY, 15 SEP 2026
A Sydney-based practice advising high-net-worth (HNW) individuals is merging with Esencia Wealth, adding some 250 clients and two senior advisers to the firm. Generation Wealth Partners is joining Esencia Wealth, also based in Sydney, saying the merger ...

SMSFs lure $14bn from retail, industry super funds

KARREN VERGARA  |  TUESDAY, 15 SEP 2026
Self-managed super funds (SMSFs) scored nearly $14 billion in retirement savings at the expense of industry and retail funds over recent years, a new report from Class shows. An analysis of Class SMSF clients in its Annual Benchmark Report revealed ...