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Showing 71 - 80 of 4730 results for "July 2008"

SMSFs need to stay ahead of the regulatory curve: Nowinfinity

MATTHEW WAI | FRIDAY, 20 FEB 2026

Nowinfinity general manager Kate Anderson said upcoming regulatory changes will have a significant impact on compliance for self-managed superannuation funds (SMSF) and advised professionals to stay alert. With Division 296, AML/CTF Tranche 2, and Payday ...

Looming Div 296 tax prompts urgent tax, retirement planning

KARREN VERGARA | THURSDAY, 19 FEB 2026

With the Division 296 superannuation tax soon becoming a reality, members with large sums of wealth must consider their tax planning and retirement strategies and act with urgency, according to an SMSF expert. At the SMSFA National Conference this morning ...

ASIC reviews lead generators again, names advisers using them

JAMIE WILLIAMSON | WEDNESDAY, 18 FEB 2026

Two years on from a review into cold calling and lead generators, ASIC is launching another into the advice licensees that use them. ASIC said the aim of the review is to address practices that inappropriately or unnecessarily encourage consumers to ...

UniSuper adds five to its investment ranks

ELIZABETH FRY | THURSDAY, 12 FEB 2026

UniSuper senior portfolio manager Mark Himpoo has returned to the fund, rejoining its equities team. Himpoo previously spent nine years at UniSuper to 2021, serving as director of equities and playing a key role in building out the fund's in-house ...

ASIC bans adviser who stole from super accounts

JAMIE WILLIAMSON | FRIDAY, 6 FEB 2026

David Valvo, the former financial adviser, amateur comedian and celebrity impersonator who was convicted on fraud charges last year, has been permanently banned by ASIC. Valvo was convicted last year of engaging in dishonest conduct after he stole $110,000 ...

Petra Capital fined over misreporting of 15k trades

MATTHEW WAI | THURSDAY, 5 FEB 2026

Sydney-based stockbroking firm Petra Capital has been fined $205,350 by the Markets Disciplinary Panel (MDP) for misreporting information on 3632 orders. The MDP found that Petra had breached the market integrity rules by failing to provide accurate ...

Australian managed funds up $35.9bn in 2025: Calastone

ANGELIQUE MINAS | TUESDAY, 3 FEB 2026

Data provided by Calastone revealed that Australian managed funds gained $35.9 billion in 2025. Amid geopolitical tensions and global trade uncertainties, investors prioritised stability through allocating to fixed income strategies last year, the research ...

Transfer balance cap to rise to $2.1m

JAMIE WILLIAMSON | FRIDAY, 30 JAN 2026

Following the release of the Consumer Price Index (CPI) figures this week, the superannuation transfer balance cap (TBC) will increase on July 1. Australian Bureau of Statistics (ABS) data showed CPI rose to 3.8% in the 12 months to December 2025, up ...

ASIC acts against 28 SMSF auditors

MATTHEW WAI | FRIDAY, 30 JAN 2026

ASIC penalised 28 self-managed superannuation fund (SMSF) auditors in the first half of FY26, including the cancellation of 22 registrations. ASIC said its action relates to breaches of obligations and standards, including failures to comply with auditing ...

GCQ hires longtime Platinum executive

ELIZABETH FRY | THURSDAY, 22 JAN 2026

GCQ Funds Management has appointed a former Platinum Asset Management executive as investment director. Reporting to GCQ's chief investment officer Doug Tynan, Douglas Isles will have with day-to-day responsibility for workflow and professional ...

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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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Christian Mueller-Glissmann

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