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Showing 81 - 90 of 5854 results for "July"

Future Group to buy Towers Watson RSE licence

JAMIE WILLIAMSON  |  FRIDAY, 27 FEB 2026
... licence as it looks to bring the trustee function in-house. Future Group entered an agreement with Willis Towers Watson in July 2025 to acquire the extended public offer licence and is currently awaiting regulatory approval, Financial Standard understands. ...

Governance issues on the rise: ASIC

ELIZA BAVIN  |  WEDNESDAY, 25 FEB 2026
In the six months from 1 July 2025 to 31 December 2025, the corporate watchdog received 9686 reports of misconduct (ROMs), raising 13,036 issues, new data from ASIC shows. ASIC said the increase in ROMs was driven largely by corporate governance concerns ...

SMSFs need to stay ahead of the regulatory curve: Nowinfinity

MATTHEW WAI  |  FRIDAY, 20 FEB 2026
... (SMSF) and advised professionals to stay alert. With Division 296, AML/CTF Tranche 2, and Payday Super coming into effect on July 1, Anderson said it is crucial for financial advisers and auditors to prepare ahead of the deadline. Financial advisers ...

Ex-Zenith partner joins private assets platform

ELIZABETH FRY  |  THURSDAY, 19 FEB 2026
... divisions and played a core role in developing the Zenith Mosaic online investment research and consulting platform." Last July, Pinnacle Investment Management made a strategic investment in FinCap to support the launch of the private assets managed ...

Looming Div 296 tax prompts urgent tax, retirement planning

KARREN VERGARA  |  THURSDAY, 19 FEB 2026
... applies. The thresholds will be indexed to the Consumer Price Index each year. If passed, the new tax will take effect on 1 July 2026, prompting members with large balances to carefully consider their tax, investment and retirement strategies. For members ...

ASIC reviews lead generators again, names advisers using them

JAMIE WILLIAMSON  |  WEDNESDAY, 18 FEB 2026
... and licensees involved in lead generation, including those serving as referral partners or engaging lead generators as of July 2024. While this does not mean these businesses or people have engaged in unlawful conduct, ASIC said it serves to warn consumers ...

Second consultation kicks off on ESG product labelling

MATTHEW WAI  |  FRIDAY, 13 FEB 2026
... consultation period ends on March 13. It follows Treasury receiving 47 submissions from a broad range of stakeholders in the July-August 2025 publication consultation. That round sought feedback on foundational issues for a sustainable investment product ...

UniSuper adds five to its investment ranks

ELIZABETH FRY  |  THURSDAY, 12 FEB 2026
... investment executive to surface at Playfair. The fund's former head of Australian equities, Simon Hudson, left UniSuper in July 2022 and later joined Playfair as joint chief investment officer. UniSuper head of equities Penny Heard (who replaced ...

ASIC bans adviser who stole from super accounts

JAMIE WILLIAMSON  |  FRIDAY, 6 FEB 2026
... charging most of the impacted clients monthly ongoing service fees at the same time, ASIC said. The conduct occurred between July 2019 and January 2020. During this time, he was a representative of the now-defunct Nextgen Financial Group, where he joined ...

Petra Capital fined over misreporting of 15k trades

MATTHEW WAI  |  THURSDAY, 5 FEB 2026
... (1) of the Act, by reason of contravening Rule 7.4.2 of the Rules is $3,330,000 for each contravention occurring between 1 July 2020 and 31 December 2022, $4,125,000 for each contravention between 1 January 2023 and 30 June 2023 and $4,695,000 for each ...