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Showing 61 - 70 of 988 results for "Notes"

FEATURE | Agriculture: Golden soil

KARREN VERGARA  |  FRIDAY, 28 NOV 2025
... possible." That is why Tasmania, he adds, has the highest land values in Australia because it has the highest rainfall. Tierney notes that unlike a typical advised-client, agri-clients weather the unpredictability in income and revenue given they are ...

Wealthy families double down on private markets: JP Morgan

RIDDHIMA TALWANI  |  MONDAY, 10 NOV 2025
... report read. Fifty-six percent of principals cited geopolitical tensions as the top risk in today's environment. The report notes a pragmatic response by principals where focus has been on diversifying exposure, strengthening the business and leaning ...

Feature: Retirement | The right mix

LACHLAN COLQUHOUN  |  WEDNESDAY, 5 NOV 2025
... many retirees being overly conservative spenders." In a recent whitepaper Lifetime Income and the Annuity Puzzle, Huppert notes that Treasury's Retirement Income Review (RIR) found that 83% of accounts in the pension phase were invested in account-based ...

ASIC confirms investigation into a Clime fund

KARREN VERGARA  |  FRIDAY, 31 OCT 2025
... drawn from an investigation." The Australian Income Fund invests in equities, preferred shares, debt securities, income notes, A-REITs and cash. It aims to achieve an annual income of 3% above the RBA cash rate. The TMD shows that the fund has a "natural ...

Canadian pension giant sued over alleged climate failures

JAMIE WILLIAMSON  |  TUESDAY, 28 OCT 2025
... risks", the filing states. Critics have included Norges Bank Investment Management, the largest sovereign wealth fund, it notes. It also claims the fund has failed to appropriately disclose its climate-related financial risks and has misrepresented its ...

Kenya to establish sovereign wealth fund

JAMIE WILLIAMSON  |  TUESDAY, 28 OCT 2025
... still faces structural issues around insufficient job creation and low wages, particularly for young people, the World Bank notes.

UGC auditor 'comprehensively failed', registration stripped

JAMIE WILLIAMSON  |  MONDAY, 27 OCT 2025
... of his duties, citing the pressure of being an auditor having an adverse impact on his mental health. The CADB decision notes that O'Shea "had determined that he would not take up the role of auditor again, even if the proposed orders were not made". ...

Rumours swirl around Perpetual's wealth business sale

ELIZA BAVIN  |  THURSDAY, 23 OCT 2025
... acquire the wealth business. Perpetual acknowledged the media speculation but said no deal has been struck yet. "Perpetual notes speculation regarding the proposed sale of its wealth management business, which was originally announced on 24 February ...

Feature: Group insurance | Cold comfort

MATTHEW WAI  |  WEDNESDAY, 22 OCT 2025
... investigate the original application for misrepresentation," he adds. However, Viridian Advisory senior financial adviser Shaun Au notes that most super funds aim to process claims within two to six months from notification of death, and further delays ...

Feature: Digital advice | Sleeping giant

KARREN VERGARA  |  FRIDAY, 26 SEP 2025
... death benefit. You have to get the fundamentals right before people should consider going to you for other services," Worn notes. King says: "Behind the scenes, it's coming to fruition now how much super funds haven't invested their money in ...