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Showing 1 - 10 of 43 results for "Benchmark Report"

Benchmark report reveals crucial blind spots in whistleblower protections

MATTHEW WAI | THURSDAY, 4 DEC 2025

In a report published today, ASIC has outlined several key trends among companies' whistleblower policies, and where they need to improve. Insights from the ASIC Whistleblower Questionnaire: July 2024 to June 2025 (REP 827) - which studied 134 companies ...

Aussie family office chiefs earn up to US$625k

KARREN VERGARA | TUESDAY, 7 OCT 2025

... aged over 50 and commonly come from an investment management background, the Global Family Office Compensation Benchmark Report shows, which was developed in conjunction with recruitment firm Agreus Group. Seventy-nine percent of chief executives are ...

Younger generations drive SMSF sector growth: Class

RIDDHIMA TALWANI | WEDNESDAY, 24 SEP 2025

... participation by younger Australians despite regulatory uncertainty, according to a report by Class. The 2025 Annual Benchmark Report by Class found the number of SMSFs reached a record 653,062, with total assets surpassing $1.05 trillion as at June ...

Responsible investing buoyed by instos: RIAA

KARREN VERGARA | WEDNESDAY, 28 MAY 2025

... co-chief executive Dean Hegarty told delegates, despite increased complexity and pressure. RIAA's recent Benchmark Report showed asset managers are the single biggest driver of responsible investments, while 88% of Australians say they expect investment ...

Gen X remains the largest cohort in SMSF establishments: Class

MATTHEW WAI | WEDNESDAY, 19 FEB 2025

... which pleasingly shows the sector continues to grow and maintain its resilience," he said. "Data from the Class Benchmark Report has indicated that 70% of SMSFs are unadvised as the gap between supply and demand for financial advice continues to grow. ...

Growth of SMSFs, Div 296 opportunity for advisers

MATTHEW WAI | WEDNESDAY, 18 SEP 2024

... advisers and demonstrates the potentially detrimental effect of the proposed Division 296 tax. The 2024 Annual Benchmark Report dives into potential tax liability for Class members if the legislation passes, which could incur an additional tax of over ...

First Sentier axes investment units, AUM takes $14bn hit

KARREN VERGARA | TUESDAY, 23 APR 2024

First Sentier Investors (FSI) is shuttering four investment teams, seeing the exit of 30 professionals by the end of the year and the loss of about $14 billion in assets under management. The investment manager this morning announced that its locally ...

Responsible investment AUM drops: RIAA

RACHEL ALEMBAKIS | MONDAY, 18 SEP 2023

... mining, energy, and materials sectors, which saw strong performance in 2022. RIAA has published its annual RI Benchmark report, identifying trends in responsible investment as well as activity within the sector. RIAA has identified 36%, or $1.3 trillion ...

Young Aussies flock to SMSFs

KARREN VERGARA | THURSDAY, 14 SEP 2023

... charge in establishing self-managed super funds (SMSFs), according to new analysis from Class. The 2023 Annual Benchmark Report reveals that Generation X aged 42 to 56 (52.7%) and Millennials aged 27 to 41 (23.7%) collectively drove 76.4% of new fund ...

Talent attraction key to family office growth: KPMG

CHLOE WALKER | WEDNESDAY, 23 AUG 2023

... driving an increase in demand for investment and management staff, according to KPMG's Australian Family Office Benchmark Report 2023. The survey, produced by KPMG together with Agreus and The Table Club, was conducted from late December 2022 to ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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