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Showing 61 - 70 of 2399 results for "Below"

AFCA urges adviser clarity on SMSF wholesale investor test

KARREN VERGARA  |  MONDAY, 23 JUN 2025
... trustees have extensive investment experience, an SMSF is still regarded as a retail investor if the fund's asset base is below $10 million, AFCA lead ombudsman Shail Singh and senior ombudsman for investments and advice Patrick Hartney say. "AFCA ...

CSLR levy underspend expected as claim processing slows

ANDREW MCKEAN  |  WEDNESDAY, 28 MAY 2025
... years and be offset against the FY27 levy estimate," Berry said. With fewer claims paid, CSLR's operating costs are tracking below the levy estimate. The scheme continues to focus on ensuring eligible victims of financial misconduct are supported in ...

ETF industry growth streak continues, shatters net inflow records

ANDREW MCKEAN  |  MONDAY, 19 MAY 2025
... Treasury Bond ETF (US$5.3 billion). The total assets invested in ETFs globally at the end of April, however, was slightly below the record high of US$15.5 trillion reached in February at US$15.44 trillion. Meanwhile, the top exchange-traded products ...

Future Fund muscles past annual target return, lags in March quarter

ANDREW MCKEAN  |  TUESDAY, 6 MAY 2025
... though its quarterly performance undershot the benchmark. The sovereign wealth fund returned 1.2% for the March quarter, below the 1.9% target. However, over the long run, the fund has made a habit of beating the brief. It has returned 7.5% per annum ...

Wealth managers' recovery looks promising: Research

KARREN VERGARA  |  FRIDAY, 2 MAY 2025
... business and resolving legacy issues is proving to be more complex and expensive than initially expected, leading to large below-the-line cash outflows in the near term." As competition in the platform's superannuation and wrap space heats up, Morgan ...

Mantis to distribute new micro cap offering

JAMIE WILLIAMSON  |  THURSDAY, 17 APR 2025
... capital constraints micro-cap companies face," Canham said. "We see this part of the market as very under-researched and below the radar of the passive investor cohort. Valuations are as attractive as I have seen across my career." Farwerck added: "Our ...

Taxes and housing dominate election race

ELIZA BAVIN  |  MONDAY, 14 APR 2025
... expenses, while the Coalition promised a one-off $10 billion cost-of-living 'tax offset' of up to $1200 to Australians earning below $144,000. Chartered Accountants ANZ's chief economist Richard Holden said housing and tax policy announcements from both ...

Tranche 2 of DBFO dumps SOAs, enables 'nudges'

JAMIE WILLIAMSON  |  FRIDAY, 21 MAR 2025
... they are an authorised representative. A CAR will not be required in all circumstances, including for small investments below a threshold amount and where the client has already received a CAR and their circumstances have not drastically changed. When ...

GDP edges higher, but for how long?

ELIZA BAVIN  |  WEDNESDAY, 5 MAR 2025
... data was broadly in line with expectations, but questions remain over how sustainable it may be. "While GDP is still well below Australia's historical average (3.34% annual growth), the modest GDP growth in an environment of tighter monetary policy ...

ClearView Wealth's profit bleeds 22% in HY25

MATTHEW WAI  |  FRIDAY, 28 FEB 2025
... "normalised" in the subsequent quarter, thereby restoring the margin from 4% to 11% in the period. However, it sits 2.9% below the previous corresponding period. Gross premiums have, however, increased 8% year on year to $191.4 million. In-force premiums ...