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Showing 51 - 60 of 1613 results for "Recommended"

Removing CGT breaks could boost budget by $22.7bn: Report

ANGELIQUE MINAS | FRIDAY, 10 OCT 2025

... 161 billionaires were taxed at a rate of 5% in 2025, it would have raised $33.5 billion alone. In response, Oxfam recommended ending capital gains discount for individuals and trusts, but continuing to tax capital gains such as income from work. It also ...

Retirees should put 80% of balance into annuities: Grattan

RIDDHIMA TALWANI | THURSDAY, 25 SEP 2025

Grattan Institute has recommended changes to help simplify the superannuation system, including pushing for retirees to place 80% of their super balance into an annuity, possibly offered by the government itself. In its submission to the Treasury consultation ...

Zenith reaffirms Metrics ratings amid doubts

MATTHEW WAI | WEDNESDAY, 17 SEP 2025

Zenith Investment Partners has reaffirmed all ratings for Metrics Credit Partners' funds following the recent downgrades by another research house. Two of Metrics' funds were downgraded by Lonsec over governance concerns earlier this month. ...

SMC calls for greater protections against financial abuse of older Australians

ANGELIQUE MINAS | MONDAY, 15 SEP 2025

... systems subject victims to complex barriers and possible re-traumatisation due to these adversarial processes. SMC recommended the introduction of clearer guidance for trustees, greater systemic recognition of risk factors and better support for vulnerable ...

GSFM becomes exclusive distributor for Auscap

MATTHEW WAI | WEDNESDAY, 10 SEP 2025

GSFM has become the exclusive distributor of Auscap Asset Management's two Australian equities funds in Australia and New Zealand. The Auscap High Conviction Australian Equities Fund commenced in December 2012 and was previously called the Auscap ...

FAAA calls for other sectors to help pay $67m CSLR bill

ELIZA BAVIN | WEDNESDAY, 3 SEP 2025

... future." Likewise, The Advisers Association also wants to see responsibility for funding the levy spread further. It has recommended all members of the Australian Financial Complaints Authority be required to contribute. It added that the CSLR needs ...

Former United Global Capital adviser banned

JAMIE WILLIAMSON | MONDAY, 1 SEP 2025

... required to act in their best interests and providing comparisons regarding existing superannuation arrangements and the recommended SMSF and GCPF investment. "The comparison included demonstrating to clients that they would be so many dollars better ...

ASIC piles more charges on Merhi

KARREN VERGARA | MONDAY, 1 SEP 2025

... by implying it was operated by Macquarie, ASIC said, adding he falsely represented he had no vested interest in the recommended funds when, in reality, he was involved in marketing both schemes and received tens of millions of dollars for marketing First ...

Shield-linked advice firm director, compliance manager banned

JAMIE WILLIAMSON | THURSDAY, 28 AUG 2025

... copped bans after they allegedly helped funnel more than $150 million in investments into the Shield Master Fund. MWL recommended Shield to more than 750 clients who then collectively invested about $155 million, ASIC said. This was done via a "low cost ...

Equity Trustees sued over Shield Master Fund failures

ELIZA BAVIN | TUESDAY, 26 AUG 2025

... Asset Management - the responsible entity for Shield - its directors and officers, certain financial advisers who recommended investors invest in Shield, the lead generators, and the research house. ASIC is also investigating Equity Trustees in relation ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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