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Showing 741 - 750 of 17554 results for "Report"

ASIC funding levy to charge advisers $46.2m

KARREN VERGARA  |  FRIDAY, 4 JUL 2025
... funding levy for the 2025 financial year, new estimates show. ASIC's Cost Recovery Implementation Statement (CRIS) report shows that advisers who provide personal advice to retail clients on relevant financial products, which comprises most of the ...

CSLR releases revised levy estimate

ELIZA BAVIN  |  FRIDAY, 4 JUL 2025
... increasingly critical that government steps in to fix this problem," Abood said. "We are keen to see the release of the Treasury report into the CSLR and the government's response. The problems will rapidly get substantially worse if urgent action is ...

LGT Crestone promotes investment duo

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025
LGT Crestone has announced two senior promotions within its chief investment office, strengthening its asset allocation and capital markets leadership. Firstly, the private wealth firm has promoted Matthew Tan to head of asset allocation, acknowledging ...

Fees for no service see former adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 3 JUL 2025
... alleged that Roper was aware of the fact fees were being charged despite no services being provided, and that she failed to report it immediately to Crown Wealth Group, her licensee. Further, she failed to investigate the conduct and implement systems ...

Global advisory firm acquires Boutique Capital

ELIZA BAVIN  |  THURSDAY, 3 JUL 2025
Corporate governance and advisory services firm Acclime has acquired Boutique Capital, a North Sydney-based specialist in fund incubation and wholesale fund services. Acclime said the move significantly expands its capabilities in fund establishment ...

HESTA returns 10.18% to members

ELIZA BAVIN  |  THURSDAY, 3 JUL 2025
... chief executive Debby Blakey said the financial results were great news for the fund's members. "We are very pleased to report another strong performance for our members, particularly given the more volatile and uncertain period in global markets ...

Improved economy not a guarantee of business success

MATTHEW WAI  |  THURSDAY, 3 JUL 2025
... doesn't necessarily stretch to their own business performance over the next 12 months. Deloitte's biannual CFO Sentiment report gathers responses from more than 60 chief financial officers across Australia, with the latest findings representing the highest ...

Lack of confidence in US equities brings investors back home

MATTHEW WAI  |  THURSDAY, 3 JUL 2025
... to Australian equities, new research found. According to Investment Trends' 2025 First Half Australia Online Investing Report, although there remains a positive view on US equities, confidence has "deteriorated" amid growing uncertainty. In seeking stability ...

BUSSQ's boardroom brass cleared, CFMEU spend deemed sound

ANDREW MCKEAN  |  WEDNESDAY, 2 JUL 2025
... Construction, Forestry, Maritime, Mining, and Energy Union (CFMEU) through its board, emerged largely unscathed from an independent report by KPMG. BUSSQ was hit with additional licence conditions by APRA last year over concerns about its governance ...

APRA expects 'no cutting corners' with CPS230

KARREN VERGARA  |  TUESDAY, 1 JUL 2025
... required." This is in light of ASIC handing down a scathing review on the state of superannuation trustees failing to monitor or report on their death benefit claims handling processes from start to finish. All the while, many super funds boast that ...