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Showing 1 - 10 of 4815 results for "July 2017"

UniSuper unlocks close to $15k for members moving into retirement

MATTHEW WAI  |  FRIDAY, 28 AUG 2026
Eligible UniSuper members will receive a tax-free bonus of up to $14,700 when they move into retirement phase from October 1. The Retirement Bonus feature, once effective, will provide eligible members up to $14,700 when they move into a UniSuper Flexi ...

Sequoia gives InterPrac sale a second shot

ELIZA BAVIN  |  THURSDAY, 27 AUG 2026
Sequoia Financial Group said it has appointed an independent advisor to undertake a sale process of InterPrac Financial Planning. Sequoia did not name which company it has been engaging with for the potential sale. "This process is at an early stage ...

Vanguard adds floating rate ETF, managed fund to product suite

MATTHEW WAI  |  THURSDAY, 27 AUG 2026
Vanguard has launched an Australian floating rate bond index strategy, available through both an ETF and a managed fund format. The Vanguard Australian Floating Rate Bond Index ETF (ASX: VFLT) has been listed on the ASX, and became the firm's first ...

AFCA moves to reinstate APT Strategy, opens doors for victims

KARREN VERGARA  |  THURSDAY, 27 AUG 2026
The Australian Fiduciaries-linked APT Strategy has been reinstated as a member of the Australian Financial Complaints Authority (AFCA), paving the way for victims to come forward. AFCA today announced APT Strategy, which is in liquidation, is once again ...

FSC raises the bar for PC managers with fresh standards

MATTHEW WAI  |  WEDNESDAY, 26 AUG 2026
The Financial Services Council (FSC) has released a new standard and guidance note for members on private markets, with a special focus allocated for private credit managers. Both the FSC Standard No. 30: Private Markets Best Practice Principles (mandatory) ...

HESTA reduces fees, minimum balance for income stream

MATTHEW WAI  |  MONDAY, 24 AUG 2026
HESTA will reduce administration fees and lower the minimum balance required to start an income stream account from September 30. The fixed administration fee for all retirement products will be reduced by 16.7% to $65 p.a., while the asset-based fee ...

First Guardian victims advance in case against InterPrac

KARREN VERGARA  |  FRIDAY, 21 AUG 2026
Two victims of the First Guardian Master Fund linked to InterPrac Financial Planning, who collectively lost $465,000, have won a small victory in the Federal Court. Justice Beach on August 13 ordered InterPrac to pay the sums, which were calculated ...

Trustees, platforms, cyber risk under APRA spotlight

KARREN VERGARA  |  FRIDAY, 21 AUG 2026
Superannuation trustees, platforms and cyber resilience will be under more scrutiny in the 2027 financial year from the prudential regulator. APRA laid out its priorities in its newly published 2026-27 Corporate Plan, firing warning shots at trustees ...

Perpetual hit with double whammy redemption, impairment

KARREN VERGARA  |  FRIDAY, 21 AUG 2026
Perpetual's earnings will be slugged with a massive impairment thanks to an unnamed client redeeming nearly $6.5 billion (US$4.6bn) from a strategy run by Thompson, Siegel & Walmsley LLC (TSW). Perpetual said it was notified last week of the client's ...

Zurich completes ClearView takeover

VINNY VUCAGO  |  FRIDAY, 21 AUG 2026
Zurich Financial Services Australia has completed its acquisition of ClearView Wealth, with the insurer now the registered holder of all ClearView shares. The scheme of arrangement was approved by ClearView shareholders on 27 July 2026 and by the Supreme ...
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