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Super funds most relied upon for advice: Survey

MATTHEW WAI  |  WEDNESDAY, 3 DEC 2025
... planning decisions, aligning with Investment Trends' recent 2025 Financial Advice Report, which indicated a strong rebound of new clients seeking advice - an increase of 100,000 clients from 2024. Further, Australians are also turning to financial media ...

First Sentier adds second active ETF

MATTHEW WAI  |  WEDNESDAY, 3 DEC 2025
... Complex ETF (ASX: LEVR) - on the ASX in May. Commenting, First Sentier Investors and portfolio manager Dushko Bajic said the new ETF offers access to a dynamic segment of the local market. "XX20's differentiated approach looks beyond the ASX 20 heavyweights ...

Rest launches clearing house solution

ELIZA BAVIN  |  WEDNESDAY, 3 DEC 2025
Following a successful pilot program, Rest will launch a new clearing house solution to help businesses meet their upcoming Payday Super obligations from 1 July 2026. The super fund said the Rest Pay solution is purpose-built for Payday Super and aims ...

AZ NGA partners with Sydney Financial Planning

ANGELIQUE MINAS  |  TUESDAY, 2 DEC 2025
... Planning was an attractive opportunity given its proven track record of identifying, training and cultivating talent within new graduates during their Professional Year. "Sydney Financial Planning has a structured development plan and adviser pairing ...

Challenger to take on TelstraSuper pension product

JAMIE WILLIAMSON  |  TUESDAY, 2 DEC 2025
... under the Challenger Retirement Fund in early 2026. The will occur via successor fund transfer. The product was closed to new investments on November 24, and the Lifetime Pension Calculator can also no longer be used by members. A spokesperson for TelstraSuper ...

Tyndall Asset Management calls time

KARREN VERGARA  |  TUESDAY, 2 DEC 2025
... January 2026. The small companies fund, led by co-portfolio managers Tim Johnston and James Nguyen, will be spun out under a new, yet-to-be-named affiliate under the Yarra umbrella. Yarra will provide sales and marketing, investment operations, finance ...

Comfortable retirement requires $432k in super: SCA

KARREN VERGARA  |  TUESDAY, 2 DEC 2025
Super Consumers Australia (SCA) states that a financially comfortable retirement requires $432,000 in superannuation for couples and $322,000 for singles who are homeowners. SCA's modelling, which is based on Australians owning their homes outright ...

Royal London AM launches four new funds locally

ELIZA BAVIN  |  TUESDAY, 2 DEC 2025
Royal London Asset Management has announced the launch of four new funds for Australian investors, with Equity Trustees as responsible entity. Royal London Asset Management manages $378 billion for clients in the UK and select international locations ...

CEFC invests $35m in Starling Energy

ELIZA BAVIN  |  TUESDAY, 2 DEC 2025
... CEFC chief executive Ian Learmonth said: "As Australia transitions to a more decentralised and decarbonised energy system, new consumer energy models like VPPs are essential. By tapping into the dispatchable energy capacity of households, coordinated ...

Aware Real Estate, Barings acquire Home HQ Artarmon

ANGELIQUE MINAS  |  MONDAY, 1 DEC 2025
... in upgrades for the building, helping occupancy rates increase from 71% to 93% and bringing in over 3400 square meters of new tenants. It has also exhibited strong leasing momentum that indicates it is an attractive, well-performing asset, Aware Real ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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