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Showing 71 - 80 of 4563 results for "Trustee"

LRBA ban requires immediate clarity: SMSFA

MATTHEW WAI  |  TUESDAY, 14 JUL 2026
... increasing settlement and refinance risk for grandfathered trustees as lenders may look to exit the residential LRBA market. "A trustee who signs a valid off-the-plan contract before 10 August 2026 may settle 12-24 months later and still need an SMSF ...

Government consults on discretionary trust tax

MATTHEW WAI  |  THURSDAY, 9 JUL 2026
... the highest marginal rate and the Medicare levy will also continue to generally apply to the income in the hands of the trustee. Currently, less than 15% of small businesses operate through a discretionary trust structure, and more than 90% of all active ...

SMSFA backs review of ATO's regulatory approach

VINNY VUCAGO  |  THURSDAY, 9 JUL 2026
The SMSF Association (SMSFA) has welcomed the Australian National Audit Office's (ANAO) review of the Australian Taxation Office's regulation of self-managed super funds, describing it as a timely opportunity to assess whether the regulatory framework ...

ASFA makes suggestions for performance test overhaul

VINNY VUCAGO  |  THURSDAY, 9 JUL 2026
... also wants the performance test expanded beyond the current focus of MySuper and selected Choice products to cover all trustee-directed products. A third recommendation calls for a review of the benchmark methodology, with greater flexibility for APRA ...

ASFA strengthens cyber security with new hire

MATTHEW WAI  |  WEDNESDAY, 8 JUL 2026
The Association of Superannuation Funds of Australia (ASFA) has named its head of cyber and financial crime, bringing relevant experience from a super fund. Michael Collins has joined ASFA, stepping into the role with over 20 years of experience in ...

BNP Paribas Asset Management ANZ chief exits

KARREN VERGARA  |  TUESDAY, 7 JUL 2026
The long-serving chief executive of BNP Paribas Asset Management's local business has left the company. After leading BNP AM's Australia and New Zealand operations for more than 14 years, David Grybas is no longer with the company. BNP Paribas ...

ASIC makes first move since putting private credit on notice

MATTHEW WAI  |  FRIDAY, 3 JUL 2026
... website, Stratfund promotes itself as an Australian financial services licensee, specialising in authorised intermediary, trustee and compliance services. It was founded in 2016 and based on the Gold Coast in Queensland. On LinkedIn, Hermanus van Zyl ...

Perpetual rejects $2.5bn takeover offer

ELIZA BAVIN  |  THURSDAY, 2 JUL 2026
... business, the turnaround prospects for asset management are not straightforward. "It's likely that the wealth and corporate trustee arms offer more appeal to EQT, while it would look to stabilise asset management, divest segments and capitalise on still ...

Tribunal shortens financial adviser's five-year ban

KARREN VERGARA  |  WEDNESDAY, 1 JUL 2026
... been approved at every relevant level of the financial services chain: the licensee, the platform, the superannuation trustee, and an independent research house. It has since become the subject of regulatory stop orders, liquidity concerns, and ultimately ...

Future Group to internalise super trustee structure

MATTHEW WAI  |  MONDAY, 29 JUN 2026
Future Group is acquiring WTW's superannuation licensed entity, Stewarda, to establish trustee capabilities in house. The transaction is subject to APRA's approval. Stewarda holds an APRA extended public offer RSE licence allowing it to act ...