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Showing 41 - 50 of 4419 results for "Williams"

Australian Ethical makes changes to super menu, fees

JAMIE WILLIAMSON  |  TUESDAY, 24 MAR 2026
Australian Ethical Super is closing its High Growth offering and introducing another investment option as it prepares to roll out fee changes. Australian Ethical Super will close its High Growth investment option from May 1, with all members to be transferred ...

APRA greenlights Insignia Financial takeover

JAMIE WILLIAMSON  |  MONDAY, 23 MAR 2026
APRA has provided approval for Insignia Financial to be taken over by CC Capital's Daintree Bidco. Under the deal announced in July 2025, APRA's approval was required for Daintree Bidco to hold a controlling stake in Insignia Trustees. The acquisition ...

Bailador pumps millions more into DASH

JAMIE WILLIAMSON  |  MONDAY, 23 MAR 2026
DASH received a further $5 million investment from Bailador Technology Investments as it pushes towards profitability. DASH is undertaking another capital raise as it looks to drive further automation, accelerate its direct and partnership go-to-market ...

Macquarie broke law by not putting Shield on watch list, says court

JAMIE WILLIAMSON  |  FRIDAY, 20 MAR 2026
Macquarie Investment Management breached the Corporations Act by failing to place the Shield Master Fund on a watch list, the Federal Court has found. Handing down findings today, Justice Wheelahan determined Macquarie should have placed the fun on ...

Senate report provides fuel for CGT discount tweak

JAMIE WILLIAMSON  |  THURSDAY, 19 MAR 2026
A Senate inquiry into the operation of the capital gains tax discount concluded the concession does skew ownership away from owner-occupiers and impacts wealth and intergenerational inequality. The Select Committee on the Operation of the Capital Gains ...

First Super switches out group insurer

JAMIE WILLIAMSON  |  THURSDAY, 19 MAR 2026
First Super has negotiated a mandate with a new group insurer that will see most of its members pay less for their cover. From April 1, group insurance for First Super members will be provided by TAL. The mandate sat with MetLife for the past 14 years ...

ETFs grow in popularity for SMSF investors

JAMIE WILLIAMSON  |  TUESDAY, 17 MAR 2026
Exchange-traded funds (ETFs) are quickly becoming a dominant feature of self-managed super funds, with financial advisers increasingly turning to them for diversification. According to an analysis of SMSFs on the AUSIEX platform, about 44% of advised ...

AWAG appoints first head of advice

JAMIE WILLIAMSON  |  TUESDAY, 17 MAR 2026
The Australian Wealth Advisors Group (AWAG) named an inaugural head of advice. David Mazengarb is taking on the role after several years in consulting. Mazengarb previously held roles such as general manager - wealth management at Australian Wealth ...

Super tax changes shake HNWs' retirement confidence: Report

JAMIE WILLIAMSON  |  MONDAY, 16 MAR 2026
High-net-worth (HNW) individuals report feeling less confident about their retirement as changes to superannuation and tax settings take their toll. Generation Life's new 2025/26 Navigating Uncertainty Report found heightened taxation of super, like ...

Aware, TelstraSuper take final steps towards merger

JAMIE WILLIAMSON  |  MONDAY, 16 MAR 2026
With a signed successor fund transfer deed, Aware Super and TelstraSuper are now just a couple of months out from merging. The two funds said they will look to transfer all TelstraSuper members to Aware in the next two months. A limited service period ...