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Showing 51 - 60 of 9241 results for "Wealth"

Investors the biggest losers in 2026 Budget

KARREN VERGARA  |  WEDNESDAY, 13 MAY 2026
... "bold, broad and ambitious" tax reforms, in addition to easing cost-of-living pressures and strengthening fuel security, wealth managers decry investors and the economy will not come out on top. Last night, Treasurer Jim Chalmers' jampacked "five ...

Minimum 30% tax for discretionary trusts

KARREN VERGARA  |  TUESDAY, 12 MAY 2026
Discretionary trusts have been slapped with a 30% minimum tax amid a slew of "fairer tax arrangements" reforms in the 2026-27 Budget to address intergenerational inequity. From 1 July 2028, Treasurer Jim Chalmers proposes to introduce the new tax that ...

Rest faces scrutiny over alleged super reporting error

VINNY VUCAGO  |  TUESDAY, 12 MAY 2026
... individual who was never a member of the fund. The issue was raised publicly by financial planner Matt Marsh of PlanPlus Wealth Advisers, who said the alleged misreporting could have significant tax consequences for his client, including the risk of ...

ASIC bans property wealth coach operating without licence

RIDDHIMA TALWANI  |  MONDAY, 11 MAY 2026
... developer Trent Simon Giumelli from providing financial services after he raised $48 million from members for real estate wealth coaching programs without a financial services licence. ASIC has accused him of serious incompetence and irresponsibility ...

Mulino, Hogan headline 2026 SIAA Conference

KARREN VERGARA  |  MONDAY, 11 MAY 2026
... insights on the current state of the industry, particularly as traditional stockbroking firms move into broader private wealth opportunities. In another first, SIAA will showcase a new education platform that supports professional year candidates that ...

Bell Financial looks to diversify revenue, targets 'holistic' strategy

RIDDHIMA TALWANI  |  FRIDAY, 8 MAY 2026
... Financial Group (BFG) said it will continue to diversify its revenue streams to transform into a broader and more holistic wealth manager to respond to the changing structural landscape of the Australian wealth industry. It reported unaudited net profits ...

Rest strengthens data and tax leadership with new hires

VINNY VUCAGO  |  FRIDAY, 8 MAY 2026
... group tax. She previously held a director role in the superannuation tax practice at KPMG, advising super funds, sovereign wealth funds and investment managers on tax and regulatory matters. The appointments come as large super funds continue to expand ...

ART, Mubadala back CBRE's infrastructure platform

RIDDHIMA TALWANI  |  FRIDAY, 8 MAY 2026
Australian Retirement Trust (ART) has joined a consortium of global investors including Abu Dhabi's sovereign wealth fund Mubadala, in funding CBRE Investment Management-backed critical infrastructure platform Accelerate. Accelerate Infrastructure Opportunities ...

Iress inks partnership to embed AI across platforms

RIDDHIMA TALWANI  |  THURSDAY, 7 MAY 2026
... data-driven features that reduce manual effort, improve adviser productivity and support new revenue opportunities for wealth providers, Iress said. The changes will be brought in a staged manner that avoids high-risk replatforming. It said clients will ...

Ten Cap appoints inaugural distribution lead

MATTHEW WAI  |  THURSDAY, 7 MAY 2026
... firm's distribution function, working closely with existing and prospective clients to drive growth across adviser, private wealth, and institutional channels, Ten Cap said. Cheika brings nearly 15 years of experience across the financial services ...