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Showing 61 - 70 of 5734 results for "Small"

Treasury opens Div 296 tax regulation consultation

KARREN VERGARA  |  WEDNESDAY, 18 MAR 2026
... Consulting managing director Meg Heffron points out that one of the most important features of the regulations for members of small superannuation funds, such as SMSFs and small APRA funds, is how the Division 296 fund earnings would be divided up between ...

Active equity managers underwhelm in 2025: SPIVA

KARREN VERGARA  |  TUESDAY, 17 MAR 2026
... (AUD). Over longer timeframes, underperformance rates exceeded 95% over the 10- and 15-year periods. Australian mid- and small-cap funds fared worse than their historical averages, with underperformance rates of 74% and 64%, respectively. Equity AREIT ...

Tahlia Rozis heads to Generation Life

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
... Life follows a revised investment menu that includes five new options across private markets, geared strategies, and global small caps. The enhancements give investors access to asset classes traditionally reserved for institutional clients, adding choice ...

Warakirri bolsters distribution squad

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
... quality solutions." "Our recently announced strategic partnership with ClariVest Asset Management to bring a new global small companies solution to market, alongside our existing Emerging Markets Equities and Australian Equities capabilities managed ...

SMSFs continue to demonstrate competitive edge: Data

JAMIE WILLIAMSON  |  THURSDAY, 12 MAR 2026
Self-managed super funds (SMSFs) outperform APRA-regulated funds by about 1.1% on average, according to new analysis. Insights from Adelaide University show that in the five years to 30 June 2024, SMSFs' returns averaged 1.1% higher than APRA-regulated ...

Division 296 legislation passes, LISTO to increase

MATTHEW WAI  |  WEDNESDAY, 11 MAR 2026
The controversial Division 296 superannuation tax has passed through both houses and will take effect from July 1, alongside changes to the Low-Income Superannuation Tax Offset. Treasurer Jim Chalmers announced the passage of the Treasury Laws Amendment ...

National Reconstruction Fund makes $200m investment

ELIZA BAVIN  |  WEDNESDAY, 11 MAR 2026
... executive David Gall said the investment "fits squarely" within the NRFC's mandate. "NRFC's investment will help to provide many small to medium sized Australian companies with the cybersecurity capability they need to compete and win work in areas where ...

Product showcase: Follow the leaders

STAFF WRITER  |  MONDAY, 9 MAR 2026
... tend to be a growth engine for their businesses - so by nature, this is a Growth portfolio," he explains. Historically, a small set of growth themes has generally driven a disproportionate amount of sharemarket value creation. For example, from 1760 ...

Mega-funds grow but net cashflows steadily decline

JAMIE WILLIAMSON  |  FRIDAY, 6 MAR 2026
... only merger that took place in the period was that of Qantas Super into Australian Retirement Trust. Still, the size of small and medium funds continued to decline, with FY25 recording 57 super funds with less than $50 billion in funds under management ...

Local custody industry surpasses $6tn milestone

JAMIE WILLIAMSON  |  FRIDAY, 6 MAR 2026
... to command the top spot, overseeing $305.8 billion. This is followed by J.P. Morgan and Northern Trust, both of which saw small declines in their assets. "In the December half, total asset levels reported by ACSA grew, market consolidation and client ...