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Showing 71 - 80 of 5848 results for "July"

Former MWL Financial adviser banned for six years

ELIZA BAVIN | TUESDAY, 10 MAR 2026

... competent and is likely to contravene a financial services law," the regulator said. The banning order took effect from 25 July 2025. ASIC said Terheci has applied to the Administrative Review Tribunal for a review of the decision. Terheci also applied ...

Rest Super names successor to long-serving fixed income lead

ELIZABETH FRY | THURSDAY, 5 MAR 2026

... manager of treasury client services. Prior to that, she served as a senior money market manager at ANZ from September 1997 to July 2002.

AFM, PGIM announce exit from Qld retirement village developer

MATTHEW WAI | WEDNESDAY, 4 MAR 2026

... opportunities." Separately, PGIM appointed David Fassbender as head of Asia Pacific for the real estate business, effective July 1. He is currently deputy head of Asia Pacific and will succeed Benett Theseira who is retiring. Based in Tokyo, Fassbender ...

ASX outlines upcoming plans to 'rebuild confidence'

MATTHEW WAI | MONDAY, 2 MAR 2026

... reset as Australia's critical market infrastructure. The submission is in response to the ASIC Inquiry Panel, established in July last year, which addresses several of the ASX's ongoing issues, including its governance framework, leadership accountability ...

Future Group to buy Towers Watson RSE licence

JAMIE WILLIAMSON | FRIDAY, 27 FEB 2026

... licence as it looks to bring the trustee function in-house. Future Group entered an agreement with Willis Towers Watson in July 2025 to acquire the extended public offer licence and is currently awaiting regulatory approval, Financial Standard understands. ...

Governance issues on the rise: ASIC

ELIZA BAVIN | WEDNESDAY, 25 FEB 2026

In the six months from 1 July 2025 to 31 December 2025, the corporate watchdog received 9686 reports of misconduct (ROMs), raising 13,036 issues, new data from ASIC shows. ASIC said the increase in ROMs was driven largely by corporate governance concerns ...

SMSFs need to stay ahead of the regulatory curve: Nowinfinity

MATTHEW WAI | FRIDAY, 20 FEB 2026

... (SMSF) and advised professionals to stay alert. With Division 296, AML/CTF Tranche 2, and Payday Super coming into effect on July 1, Anderson said it is crucial for financial advisers and auditors to prepare ahead of the deadline. Financial advisers ...

Ex-Zenith partner joins private assets platform

ELIZABETH FRY | THURSDAY, 19 FEB 2026

... divisions and played a core role in developing the Zenith Mosaic online investment research and consulting platform." Last July, Pinnacle Investment Management made a strategic investment in FinCap to support the launch of the private assets managed ...

Looming Div 296 tax prompts urgent tax, retirement planning

KARREN VERGARA | THURSDAY, 19 FEB 2026

... applies. The thresholds will be indexed to the Consumer Price Index each year. If passed, the new tax will take effect on 1 July 2026, prompting members with large balances to carefully consider their tax, investment and retirement strategies. For members ...

ASIC reviews lead generators again, names advisers using them

JAMIE WILLIAMSON | WEDNESDAY, 18 FEB 2026

... and licensees involved in lead generation, including those serving as referral partners or engaging lead generators as of July 2024. While this does not mean these businesses or people have engaged in unlawful conduct, ASIC said it serves to warn consumers ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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