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Showing 41 - 50 of 11514 results for "Rate"

Active equity managers lag benchmarks: SPIVA

VINNY VUCAGO  |  TUESDAY, 8 SEP 2026
... and 0.4% on an asset-weighted basis. If the trend continues, 2026 would record the second highest annual underperformance rate for the category since the scorecard began in 2013. Over 15 years, 89% of Australian equity general funds have underperformed. ...

Treasury launches minimum tax on discretionary trusts draft legislation

KARREN VERGARA  |  FRIDAY, 4 SEP 2026
... for the tax payable by the trustee in respect of their share of trust income. The tax is designed to better align the tax rate on trust income with the tax rates paid by workers. The new tax will not apply to fixed trusts, widely held trusts, attribution ...

Is demand for active ETPs genuine beyond outlier conversions?

KARREN VERGARA  |  FRIDAY, 4 SEP 2026
... explain part of the lift: excluding the three largest conversion months leaves about +0.9pp. Against index funds, the flow-rate gap widened by about +1.0pp per month in favour of active funds, though index funds continue to win most new dollars in absolute ...

Australian economy growth 'stronger than expected'

RIDDHIMA TALWANI  |  THURSDAY, 3 SEP 2026
... sentiment. Bloxham said this was "in part due to the Middle East conflict, but also due to the RBA's three back-to-back rate hikes and the big tax shifts that were delivered in the May Federal budget". Despite the stronger than expected read, Bloxham ...

AIA Australia rolls out TPD CORE

KARREN VERGARA  |  WEDNESDAY, 2 SEP 2026
... claim assessment criteria for total and permanent disability (TPD). Some of TPD CORE's key features include a five-year rate guarantee, a lump sum benefit payment, and the availability of own occupation or any occupation cover. Where it differs from ...

KKR to pocket $24bn from USI sale

MATTHEW WAI  |  TUESDAY, 1 SEP 2026
KKR, alongside other co-investors, have agreed to sell USI Insurance Services to Aon for $24 billion (US$17bn). USI is an insurance brokerage and consulting business across risk, employee benefits and retirement solutions, and boast more than 10,500 ...

Kaplan winds up pooled super trust

KARREN VERGARA  |  MONDAY, 31 AUG 2026
... purpose could no longer be accomplished. The KFM Income Fund sought to provide returns greater than the 1-Year Bank Bill Swap Rate plus 4% while investing in ASX-listed securities. Kaplan was founded in 1998 and currently has about $800 million in funds ...

APRA hits 12 super options with failed grade

KARREN VERGARA  |  FRIDAY, 28 AUG 2026
The number of failed investment products nearly doubled in the 2026 APRA superannuation performance test, with BUSSQ being the only industry fund to make the list dominated by retail funds. One MySuper product and 11 trustee-directed products (TDPs) ...

AUDC supports startup to launch tokenised private credit offering

MATTHEW WAI  |  FRIDAY, 28 AUG 2026
... through a lending strategy but still experience losses when converting from USDC back into Australian dollars if the exchange rate moves against them," both parties said. "Loan-originating partners may also face additional conversion, reconciliation ...

Vanguard adds floating rate ETF, managed fund to product suite

MATTHEW WAI  |  THURSDAY, 27 AUG 2026
Vanguard has launched an Australian floating rate bond index strategy, available through both an ETF and a managed fund format. The Vanguard Australian Floating Rate Bond Index ETF (ASX: VFLT) has been listed on the ASX, and became the firm's first ...