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Showing 71 - 80 of 6824 results for "Tax"

Fidelity expands ESG role

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
Fidelity International has expanded the role of its Australian sustainability lead to oversee client initiatives. Daniela Jaramillo will continue to lead Fidelity's sustainability positioning while also helping deliver the firm's broader priorities ...

Solaris prepares to launch LIC for income seekers

RIDDHIMA TALWANI  |  THURSDAY, 19 MAR 2026
... caters to the growing number of Australians who are transitioning into retirement with an increasing demand for reliable, tax-effective income. Additionally, it also provides a reinvestment opportunity for investors who relied on hybrids as a core income ...

Chalmers says Budget will make 'hard decisions'

ELIZA BAVIN  |  THURSDAY, 19 MAR 2026
... preparations are focused on three ambitious reform packages. A savings package. A productivity and investment package. And a tax package as well," Chalmers said. "These packages are being designed to work together. If the main constraint we are collectively ...

Senate report provides fuel for CGT discount tweak

JAMIE WILLIAMSON  |  THURSDAY, 19 MAR 2026
A Senate inquiry into the operation of the capital gains tax discount concluded the concession does skew ownership away from owner-occupiers and impacts wealth and intergenerational inequality. The Select Committee on the Operation of the Capital Gains ...

Arthur J. Gallagher & Co. acquires Asset Partners Private Wealth

KARREN VERGARA  |  WEDNESDAY, 18 MAR 2026
... Partners in 2005, offering superannuation and retirement planning, estate planning and administration, portfolio structure and tax management, and home-lending solutions. With Raff retiring in mid-2011, Josh Pope joined Asset Partners in 2012 as a principal. ...

Treasury opens Div 296 tax regulation consultation

KARREN VERGARA  |  WEDNESDAY, 18 MAR 2026
Treasury has laid out its proposed taxation regulations surrounding the new Division 296 superannuation tax and is seeking industry feedback. In its next step since the passage of the Treasury Laws Amendment (Building a Stronger and Fairer Super System) ...

Treasury proposes advice education standard reforms

KARREN VERGARA  |  TUESDAY, 17 MAR 2026
... she said. SMSF Association chief executive Peter Burgess said a key concern is post-death attribution of earnings. "Applying tax to earnings after death is a significant outcome that wasn't clearly evident from the legislation or explanatory materials ...

Super tax changes shake HNWs' retirement confidence: Report

JAMIE WILLIAMSON  |  MONDAY, 16 MAR 2026
High-net-worth (HNW) individuals report feeling less confident about their retirement as changes to superannuation and tax settings take their toll. Generation Life's new 2025/26 Navigating Uncertainty Report found heightened taxation of super, like ...

Bain Capital to acquire Perpetual's wealth management unit

KARREN VERGARA  |  MONDAY, 16 MAR 2026
... management and corporate trust businesses for $2.2 billion but was shot down due to Perpetual incurring a potentially substantial tax bill. At the end of December 2025, the wealth management unit had $21.9 billion in funds under advice (FUA) and $4 billion ...

Tahlia Rozis heads to Generation Life

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
... reserved for institutional clients, adding choice and deepening diversification for financial advisers and investors seeking tax-efficient portfolio construction.