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Showing 811 - 820 of 14210 results for "Interest"

Fiducian FUMAA swell to $14.4bn

KARREN VERGARA  |  MONDAY, 17 FEB 2025
... as bright as offshore, plus some researchers believe there could be further weakness for the Australian dollar. Fixed interest holdings have been increased but remain just under benchmark for now." Funds under advice was 6% higher year on year at $5 ...

Perpetual receives fresh KKR bid

ELIZA BAVIN  |  MONDAY, 17 FEB 2025
... taxes are applied, Perpetual's total tax bill could rise to an estimated $488 million, not including penalties and interest. Perpetual said it was extremely disappointed and disagreed with the commissioner's views. "Based on strong advice from ...

Senate calls to overhaul super fund boards

ELIZA BAVIN  |  FRIDAY, 14 FEB 2025
... perspective. Independent directors will also help hold other directors to account, and help guard against conflicts of interest, and in doing so protect the interests of fund members," the report said. "The committee considers that governance of superannuation ...

Australian Retirement Trust, Qantas Super set merger date

ELIZA BAVIN  |  FRIDAY, 14 FEB 2025
Australian Retirement Trust (ART) has signed a Successor Fund Transfer Deed (SFT) with Qantas Super to progress its merger, scheduled to complete on 29 March 2025. ART chief executive David Anderson said the merger completion will deliver benefits to ...

High-profile stockpicker hires from WTW

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
A WTW operative has landed at high-profile stockpicker Geoff Wilson's Sydney-based fund manager which invests more than $6 billion on behalf of retail and wholesale investors. Nick Kelly has joined Wilson Asset Management as the portfolio manager ...

Five V hires from buyout firm EQT

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
... SaaS players, asset-light business services providers, IT services and healthcare assets. The firm has taken a strategic interest in Perth-based SAP partner DyFlex Solutions and recently invested in Digital Matter. For its part, EQT is expanding into ...

Janus Henderson turns $5.2bn fixed interest fund into active ETF

MATTHEW WAI  |  THURSDAY, 13 FEB 2025
Janus Henderson Investors has launched its Australian fixed interest ETF, while another ETF provider has reduced management fees on its US offering. The Janus Henderson Australian Fixed Interest Active ETF (JFIX) is an actively managed ETF, that aims ...

SG Hiscock, Ruffer shutter funds

KARREN VERGARA  |  THURSDAY, 13 FEB 2025
Two funds managed by SG Hiscock (SGH) and Ruffer have closed due to lack of investor interest. The SGH Ex-20 Australian Equities Fund was terminated on February 3 for failing to reach its required scale and retain and attract the desired number of investors. ...

ASIC updates on SMSF advice review

ELIZA BAVIN  |  THURSDAY, 13 FEB 2025
... client advice files where SMSF establishment advice has been provided. ASIC said it will assess compliance with the best interest duty and related obligations. In addition, ASIC is observing the role of AFS licensees in monitoring and supervising representatives ...

Global X launches Russell 2000 ETF

ANDREW MCKEAN  |  WEDNESDAY, 12 FEB 2025
... butter" of the US economy. He also said that the index usually performs during rate cut cycles. "Whenever there's interest rate cuts, the biggest impact is on the companies most highly leveraged, and these are usually the smaller companies who rely ...