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Showing 71 - 80 of 2161 results for "Plus"

TelstraSuper Balanced option makes 9.3%

KARREN VERGARA | FRIDAY, 11 JUL 2025

... p.a. for the last financial year, lagging the median of 10.1% p.a. For the TelstraSuper's members in the Personal/Corporate Plus and TTR Income stream, the Balanced option made 6.9% p.a. over a 10-year period. Across five years it achieved 8.7% p.a. ...

Licensee compliance head banned over fees for no service

MATTHEW WAI | WEDNESDAY, 9 JUL 2025

... Partners clients. As a result, the conduct was not investigated, and Lighthouse Partners failed to refund fees totalling $81,653 plus interest to those affected. Moore has been banned from performing any function and controlling an entity that carries ...

ASIC funding levy to charge advisers $46.2m

KARREN VERGARA | FRIDAY, 4 JUL 2025

... pay $39.3 million. This is based on 2680 AFSLs with 15,233 advisers. In essence, an AFSL will pay the minimum levy of $1500 plus $2314 for every adviser on their books. Those that provide general advice only will pay $5.2 million. There are 1122 of these ...

Fees for no service see former adviser banned

JAMIE WILLIAMSON | THURSDAY, 3 JUL 2025

... systems to prevent it from happening again and did not refund the fees. In total, the fees collected amounted to $81,653 plus interest. ASIC said she failed to fulfill her duties as a director while she was on leave and that she is not a fit and proper ...

MLC AM delivers real returns for members in FY25

KARREN VERGARA | MONDAY, 30 JUN 2025

... credit. With the underlying cash rates declining, all-in yields also appear attractive. "So, your underlying risk-free rate, plus the credit spread are very attractive because we see corporate balance sheets in very good shape. Even with a bit of a slowdown ...

Australian Ethical drops fees

ELIZA BAVIN | FRIDAY, 27 JUN 2025

... by the fund." Currently, the cost of administering insurance arrangements is covered by an administration fee of $68 p.a. plus 0.26% p.a. of a members' account balance.

Financial Standard names Investment Manager of the Year

ANDREW MCKEAN | TUESDAY, 10 JUN 2025

... core, Australian equities small cap, and international equities active core categories for the Macquarie Australian Enhanced Plus Equities Fund, Macquarie Australian Small Companies Fund, and Arrowstreet Global Equity Fund, respectively. Acadian Asset ...

La Trobe debuts first ASX-listed investment product

ANDREW MCKEAN | TUESDAY, 27 MAY 2025

... Fund (ASX: LF1) is a diversified private credit strategy benchmarked to the Reserve Bank of Australia Official Cash Rate plus 3.25% per annum, net of fees, costs, and taxes, targeting monthly distributions. The fund offers a "balanced and flexible" exposure ...

BUSSQ lowers administration fees

ELIZA BAVIN | TUESDAY, 27 MAY 2025

... $50,000 would have been charged, or have deducted, $100 in administration fees and costs of up to a maximum of $1000 per year, plus $91 regardless of the account balance. After the change, a member with $50,000 in their account will be charged, or have ...

ANZ Staff Super loses investment head

ELIZABETH FRY | THURSDAY, 22 MAY 2025

... her part, Tait arrives with impressive corporate super pedigree, most recently serving as head of member experience at Club Plus Super. Her resume includes senior marketing roles at Macquarie, AMP, CBA and Zurich, giving her a broad perspective on member ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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