The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 1 - 10 of 167 results for "John Ma"

Feature: Retirement | Rewarding risk

LACHLAN COLQUHOUN | WEDNESDAY, 22 OCT 2025

Ben Hillier's 83-year-old mother recently went on her fourth overseas holiday this year. It was, says Hillier, at his insistence. A few years ago, his mother was convinced she wouldn't be able to travel anymore. She couldn't afford to do ...

CareSuper chief member officer to depart

JAMIE WILLIAMSON | WEDNESDAY, 18 JUN 2025

CareSuper will soon bid farewell to its chief member officer, as it welcomes a new deputy chair and two board directors. Jean-Luc Ambrosi is leaving CareSuper in August after three years with the fund. He joined CareSuper from TelstraSuper, where he'd ...

Japanese asset manager enters Australian market

ELIZA BAVIN | FRIDAY, 14 MAR 2025

Sumitomo Mitsui DS Asset Management Company (SMDAM) has entered the Australian market through an exclusive partnership with Axius Partners (Axius). As one of Japan's largest asset management firms, SMDAM will initially offer its Global Equity and Japanese ...

Axius names executive director

ELIZABETH FRY | THURSDAY, 6 MAR 2025

Axius Partners, a capital formation and advisory firm, has welcomed a new executive director. Phil Filippelis joins from Commonwealth Bank where he served as head of global portfolio solutions and deputy investment chief. "We are delighted to have Phil ...

Industry fund merger finalised; seven board exits confirmed

ANDREW MCKEAN | FRIDAY, 1 NOV 2024

The merger between industry funds CareSuper and Spirit Super was officially signed, sealed, and delivered today, creating a $53 billion super fund. The newly combined fund, which operates under the banner of CareSuper, will, as previously revealed ...

Associations call for improved access to financial advice

ANDREW MCKEAN | FRIDAY, 3 FEB 2023

The Joint Association Working Group (JAWG) has urged the government to improve access to financial advice through the Quality of Advice Review (QAR) proposals. In a letter to assistant treasurer and minister for financial services Stephen Jones, the ...

Evidence of poor LRBA advice: Report

ANDREW MCKEAN | THURSDAY, 17 NOV 2022

A second Council of Financial Regulators (CFR) report, Leverage and Risk in the Superannuation System, says there continues to be evidence of individuals receiving advice regarding the use of limited recourse borrowing arrangements (LRBAs) that could ...

Super heads support capping retirement balances

ANDREW MCKEAN | THURSDAY, 10 NOV 2022

At the Australian Financial Review (AFR) Super and Wealth Summit, super fund chiefs agreed that the tax concessions on bloated retirement savings accounts should be trimmed. The panel on the strategic directions for super consisted of Mercer Australia ...

Government scraps legacy tax, super measures

JAMIE WILLIAMSON | WEDNESDAY, 26 OCT 2022

A range of tax and superannuation changes that were announced by the previous government but never legislated have been scrapped by the Labor government. To provide certainty to industry and those that would have been impacted by the measures, the government ...

Still work to do on QAR: Levy

CASSANDRA BALDINI | FRIDAY, 23 SEP 2022

Michelle Levy recounted hearing feedback on the Quality of Advice Review (QAR) for the first time to a panel comprising Association of Financial Advisers chief executive Phil Anderson, Financial Planning Association of Australia chief executive Sarah ...

PAGE:

BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

Videos

Brought to you by

Strength amid noise

A guaranteed future

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

Maintaining a fundamental focus in a world obsessed with the short term

The market has changed. The opportunity hasn't.

Follow the leaders

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE