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Showing 41 - 50 of 18422 results for "Work"

Traditional investing principles unsuitable in decumulation: Research

KARREN VERGARA  |  MONDAY, 13 JUL 2026
... average returns, can become less effective, and in some cases counterproductive, in decumulation. "Some popular metrics that work well in an accumulation context are ill suited to decumulation mode. Standard deviation, for example, treats upside and ...

Federal Court lifts Merhi's travel ban

KARREN VERGARA  |  MONDAY, 13 JUL 2026
Former financial adviser Ferras Merhi is now free to travel as the Federal Court lifted travel restraint orders imposed one year ago. Justice Moshinski lifted the Merhi's travel ban on July 9. The order stated the travel restraint handed down one year ...

ASIC levy estimates jump 19% as regulator ramps up funding

VINNY VUCAGO  |  MONDAY, 13 JUL 2026
... in 2024-25 to $400.5 million, reflecting additional government funding for ASIC's regulatory, supervisory and enforcement work, as well as the timing of expenditure. The CRIS provides estimated regulatory costs and levies across ASIC's 52 regulated subsectors ...

Treasury responds to Debelle's review into the AOFM

KARREN VERGARA  |  FRIDAY, 10 JUL 2026
Treasury has responded to the Guy Debelle-led review into the Australian Office of Financial Management (AOFM), agreeing to all six recommendations. Some of the recommendations included the AOFM implementing a lower liquidity buffer and continuing its ...

Bravura ups guidance, reports earnings increase

RIDDHIMA TALWANI  |  FRIDAY, 10 JUL 2026
... over the last six months. The teams are focussed on greater engagement with our customers which has led to increased project work and stronger renewals. We have continued to manage costs well whilst investing in core technology and exploring new initiatives," ...

HeirWealth launches AI integration

VINNY VUCAGO  |  FRIDAY, 10 JUL 2026
... answer drawn straight from their own client data, inside the AI tools they're already using. "It removes hours of manual work without asking anyone to change how they work, and it does so within the permissions the firm already controls." The platform ...

Zenith snags mandate from Granite Bay

MATTHEW WAI  |  FRIDAY, 10 JUL 2026
Granite Bay Private Wealth has selected Zenith Investment Partners to support their investment governance and due diligence. Launched earlier this year, the private wealth firm will utilise Zenith's investment research service, which includes comprehensive ...

Government consults on discretionary trust tax

MATTHEW WAI  |  THURSDAY, 9 JUL 2026
The government is consulting on the minimum tax on discretionary trusts set to come into effect 1 July 2028. Announced during the 2026 Federal Budget, Treasury is now seeking industry feedback on the incoming tax around the expanded rollover relief ...

ASFA makes suggestions for performance test overhaul

VINNY VUCAGO  |  THURSDAY, 9 JUL 2026
The Association of Superannuation Funds of Australia (ASFA) has called for the federal governments annual superannuation performance test to be modernised, arguing the current framework is discouraging long-term investment assets such as housing, infrastructure ...

Focus Partners Australia appoints head of wealth advisory

RIDDHIMA TALWANI  |  THURSDAY, 9 JUL 2026
Focus Partners Australia has appointed a head of wealth advisory, hiring from Ord Minnett. David Lane will take on the role with Focus Partners saying the appointment comes as demand continues to grow for advice that brings together wealth management ...