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Showing 81 - 90 of 3990 results for "Personal"

EQT stands firm on defence, blames ASIC, third parties

KARREN VERGARA  |  MONDAY, 19 JAN 2026
Equity Trustees (EQT) is standing firm on defending itself against culpability for the Shield Master Fund collapse and ensuing investor losses, blaming ASIC for not doing its job, as well as third-party providers for their failures. Releasing its Summary ...

Commonwealth Super anticipates advice take-off

MATTHEW WAI  |  MONDAY, 19 JAN 2026
Use of a service that allows hesitant members to dip their toes in to receiving financial advice is expected to almost double in 2026, with 15% seeking intra-fund advice since the inception of its Super Specialist program. Commonwealth Superannuation ...

Just 450 advisers drop off ASIC FAR after deadline hits

MATTHEW WAI  |  FRIDAY, 16 JAN 2026
... total to nine. The qualifications standard came into effect on January 1, under which an adviser can no longer provide personal advice if they have not completed a course or qualification on the approved list. As at 20 November 2025, there were 15,469 ...

FEATURE | Recruitment: Laying foundations

RIDDHIMA TALWANI  |  MONDAY, 5 JAN 2026
... done with care, especially given the sensitive nature of member data. "Super funds are custodians of vast amounts of personal information. That data must be protected with the highest standards of safety and governance," he adds. That in turn has led ...

Adviser of MWL, UGC banned for seven years

MATTHEW WAI  |  MONDAY, 22 DEC 2025
... AFSL and banned its former chief executive Joel Hweish for 10 years in August 2024 in relation to providing conflicted personal advice concerning highly speculative investments. From its findings, ASIC believes that Van Coppenhagen is not a fit and proper ...

Coastline Advice, Edge Advisory Partners to merge

ANGELIQUE MINAS  |  FRIDAY, 19 DEC 2025
... Jacobs as chief executive, the new entity will provide financial advice spanning superannuation, retirement planning, personal insurance and mortgage broking, and will specialise in corporate super. AZ NGA executive general manager Chesne Stafford described ...

HESTA's admin move results in extra licence conditions

JAMIE WILLIAMSON  |  THURSDAY, 11 DEC 2025
APRA is imposing additional licence conditions on HESTA, finding it was inadequately prepared to effectively oversee and manage its recent administrator change. Earlier this year, HESTA switched administration providers, transitioning from MUFG to GROW ...

Mulino taps super sector to help pay CSLR special levy

ELIZA BAVIN  |  WEDNESDAY, 10 DEC 2025
... regulatory effect. Under this approach the primary sub sectors contributing to the levy would be licensees that provide personal advice on relevant financial products to retail clients (22%), credit providers (15.3%), responsible entities (13.7%), superannuation ...

JBWere partners to enhance advisers' portfolio analytic capabilities

MATTHEW WAI  |  TUESDAY, 9 DEC 2025
JBWere's clients are now provided with customised insights on the risk and return characteristics of their investment portfolios through BlackRock's comprehensive analytic platform, Aladdin Wealth. The partnership marks the first Australian bank or ...

Preparing earlier boosts average super balance by over $250k: Brighter Super

MATTHEW WAI  |  FRIDAY, 5 DEC 2025
... that demand for advice from super funds is strong; this was reflected in an MFS Investment Management report this week. Personal financial advice is their top request for the second year in a row for retirees, it said. However, despite improving results ...