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Showing 81 - 90 of 4027 results for "Accounts"

FSC questions SMC's claim on younger members' super switches

RIDDHIMA TALWANI  |  MONDAY, 23 MAR 2026
... products," SMC chief executive Misha Schubert said. However, FSC data showed the average balance of newly established platform accounts is over $349,500, with an average age of 59 at the time of switching. It found even among younger investors switching ...

First Super switches out group insurer

JAMIE WILLIAMSON  |  THURSDAY, 19 MAR 2026
... However, an insurance handling or administration fee will now be applied, so the actual dollar amount taken from members' accounts may not change. The fee will be equal to 4.67% of the total cost of insurance. "This change gives insured members greater ...

Ironbark brings businesses under one national banner

RIDDHIMA TALWANI  |  WEDNESDAY, 18 MAR 2026
... managers to develop solutions for wholesale and institutional investors, while its trustee business builds funds and managed accounts in partnership with fund managers, consultants, advice firms and platforms. "Over the past 15-plus years we've built ...

Clime offloads advice business, keeps 10% stake

KARREN VERGARA  |  MONDAY, 16 MAR 2026
... not include Clime Private Wealth (QLD), which is 50% owned by Clime. Clime said it will retain its individually managed accounts (IMA) offering but will provide non-exclusive separately managed accounts (SMA) and managed discretionary accounts (MDA) ...

AFCA expands scam-related complaints, publication rules

KARREN VERGARA  |  FRIDAY, 13 MAR 2026
... also broadened to include the actions of receiving banks, those that receive scam funds and the unauthorised opening of accounts in scam-related complaints, even when the victim is not their customer. This means AFCA can look at the broader scam journey ...

Perpetual CIO jumps to Pinnacle

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
... Perpetual's outgoing chief investment officer is set to join Pinnacle Investment Management, which is launching a new managed accounts offering for clients. Kyle Lidbury will join as the chief investment officer of a newly created affiliate. Pinnacle ...

Dexus strengthens infrastructure push with new hire

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
... the Dexus Community Infrastructure Fund. As part of the broader remit, Box will also oversee Dexus's separately managed accounts. The wholesale-focused fund holds stakes in assets including Macarthur Wind Farm, the Victorian Desalination Plant - the ...

Australians like AI, reluctant to trust it on financial decisions: Survey

RIDDHIMA TALWANI  |  WEDNESDAY, 11 MAR 2026
... everyday activities such as budgeting, product comparisons or tracking spending, only 38% use AI for management of everyday accounts and payments. The support drops even further to 29% when it comes to investment management. The survey broadly found ...

Brisbane financial adviser appears in court on dishonesty charges

RIDDHIMA TALWANI  |  TUESDAY, 10 MAR 2026
... Prakash engaged in unlicensed financial services related to securities, executed unauthorised share trades on client accounts, falsified a fixed-term deposit certificate and misappropriated funds from both personal and self-managed superannuation fund ...

Betashares invests in AUD-backed stablecoin

ELIZA BAVIN  |  TUESDAY, 10 MAR 2026
... superannuation funds and global digital markets. AUDM is backed on a one-for-one basis by cash reserves held in segregated trust accounts with multiple major Australian banks. "The participation of Betashares and a selected range of global and regional ...