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| | | ... the new tax will take effect on 1 July 2026, prompting members with large balances to carefully consider their tax, investment and retirement strategies. For members with more than $10 million in their nest egg, Heffron said there is stronger incentive ... |
| | | | Several forces are fuelling the unprecedented rise in SMSF establishments, and while financial advisers used to be the driving force behind this, they are now getting left behind, according to industry experts - but they can reclaim their lead. New ... |
| | | | ... after tax was flat, coming in at $83.1 million and total assets under management were broadly stable at $39.9 billion. Investment management revenue was down 17% from $128.2 million to $106.9 million. Magellan declared an interim dividend of 39.5 cents ... |
| | | | ... fact this was not the case. The performance chart did not appear on Fundhost's website, but rather on Montgomery Investment Management's website as the investment manager for the fund. Fundhost paid the infringement notice on 13 February 2026. ... |
| | | | MA Financial has launched an Asia Pacific private credit fund as part of a strategic partnership with China Merchants Bank (CMB), while Dimensional is launching a new fund focused on highly profitable companies. The MA CMBI APAC Credit Opportunities ... |
| | | | ... positive momentum in the platform and superannuation markets. "This reinforces the company's long held view that ongoing investment in technology delivers meaningful advantages for advisers and their clients," he said. "As larger institutions continue ... |
| | | | ... chief in Kevin Fahey to ensure the fund "remains focused on executing its strategy". Fahey is also currently chief investment officer. Just last week, the fund announced it was undertaking an independent governance review after the board was reportedly ... |
| | | | ... services. The findings of this review came as First Guardian suspended redemptions and applications and shortly after investment in Shield was blocked by ASIC by way of a stop order. The likes of Super Consumers Australia (SCA) and Super Members Council ... |
| | | | MA Financial has acquired the Republic Hospitality portfolio in Queenstown for the MA NZ Growth Fund, an investment option for its Active Investor Plus (AIP) Visa program to streamline the pathway to residency for high-net-worth investors. The MA NZ ... |
| | | | ... appointed a head of fundamental equity research based in the UK. Maria Toneva has joined the super fund from Newton Investment Management, where she was deputy head of research for over 13 years. Prior to that, she was an equity analyst at Fidelity International ... |
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