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Showing 621 - 630 of 17554 results for "Report"

Alternatives, international equities dominate mandates

ELIZA BAVIN  |  FRIDAY, 29 AUG 2025
... contestable investment mandates rose to 6007 in the March quarter of this year, according to the latest Rainmaker Mandate Chaser report. Managed accounts was the largest market segment with 2658, followed by 2368 for super, 770 for investment managers ...

ATO eyes SMSF illegal early access

KARREN VERGARA  |  THURSDAY, 28 AUG 2025
... commissioner's commutation authorities within 60 days using the correct reporting event and by lodging the transfer balance account report. "If an SMSF fails to respond to the commutation authority within 60 days of the notice, the member's income ...

Perpetual flags 'uncertainty' over wealth management sale

ELIZA BAVIN  |  THURSDAY, 28 AUG 2025
Perpetual took a slight hit in underlying profit after tax - down 1% to $204.1 million - flagging outflows in the asset management business and a softer performance in wealth management due to "uncertainty" surrounding its ownership. Despite the uncertainty ...

ASIC flags firm grip on private and public markets, super funds

KARREN VERGARA  |  WEDNESDAY, 27 AUG 2025
... practices. In January 2025, we called out trustees for weak scam and fraud practices. Then, in March, we released our landmark report on the poor handling of death benefit claims," the Corporate Plan reads. "With around three million Australians reaching ...

Inflation hits highest level in over a year

ELIZA BAVIN  |  WEDNESDAY, 27 AUG 2025
... RBA decision not to cut rates in July and instead wait for evidence of easing inflation in the more reliable quarterly report later that month." Bassanese said despite the shock, this data does not entirely rule out further RBA rate cuts. "It's still ...

Invesco sells intelliflo to Carlyle Group

KARREN VERGARA  |  WEDNESDAY, 27 AUG 2025
Invesco will sell financial advice technology provider intelliflo to Carlyle Group for US$200 million. Carlyle will spin off intelliflo's US-based subsidiaries as a standalone business called RedBlack, to be run by a separate management team. intelliflo ...

Centrepoint Alliance profits down $2.6m

MATTHEW WAI  |  WEDNESDAY, 27 AUG 2025
Centrepoint Alliance saw its net profit after tax (NPAT) reduced by over $2.6 million in FY25 on the back of increased expenses. Centrepoint Alliance reported $40.9 million in gross profit for FY25, a 13% or $4.8 million increase from the prior corresponding ...

ATO bares teeth at dentists pushing early super access

JAMIE WILLIAMSON  |  TUESDAY, 26 AUG 2025
The Australian Taxation Office (ATO) has warned of an increase in "dodgy advice" about accessing superannuation savings for non-critical medical procedures, like cosmetic dental work. The number of people accessing their super under the guise of medical ...

Pacific Current FUM, earnings lower in FY25

KARREN VERGARA  |  TUESDAY, 26 AUG 2025
The exit of two boutiques has dented Pacific Current Group's (PAC) funds under management (FUM) by 29%, while another affiliate dragged the 2025 financial year with a $22.1 million impairment. Exits in Banner Oak Capital Partners and Carlisle Management ...

Super funds should prompt members on death benefits: SCA

ELIZA BAVIN  |  TUESDAY, 26 AUG 2025
... all over again." SCA said that while its research revealed 36% of Australians have not made a binding nomination, ASIC report 808 - which was released in February - suggests that only 12% of members have a binding nomination. "While the sample groups ...