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Showing 1 - 10 of 10801 results for "May 2013"

Shield investors launch Macquarie class action

VINNY VUCAGO  |  FRIDAY, 18 SEP 2026
Gordan Legal commenced a class action against Macquarie Investment Management, alleging the investors in the collapsed Shield Master Fund have not been fully compensated for losses affecting their retirement savings. The proceedings have been brought ...

Active strategies a different story in ETFs: MSCI

MATTHEW WAI  |  FRIDAY, 18 SEP 2026
Despite continuous underperformance from active fund managers in recent years, MSCI's new report highlights the sentiment is drastically different when it comes to actively managed exchange-traded funds (ETFs). Australian advisers are increasing their ...

Fed's rate hike exacerbates Australia's outlook

MATTHEW WAI  |  THURSDAY, 17 SEP 2026
The Federal Reserve has lifted its interest rate for the first time in more than three years, contributing to the ongoing adversity the global economy is facing, especially in Australia. The Fed has called a rate hike overnight, increasing the interest ...

Morningstar names APAC investment chief

RIDDHIMA TALWANI  |  THURSDAY, 17 SEP 2026
Morningstar has named James Foot as the chief investment officer for the Asia Pacific (APAC) region, taking over from Matt Wacher after he finished up in the role in May. Foot returns to Morningstar after just around two years as the chief investment ...

SMSFs lure $14bn from retail, industry super funds

KARREN VERGARA  |  TUESDAY, 15 SEP 2026
Self-managed super funds (SMSFs) scored nearly $14 billion in retirement savings at the expense of industry and retail funds over recent years, a new report from Class shows. An analysis of Class SMSF clients in its Annual Benchmark Report revealed ...

FEATURE | Digital advice | Interlocking the pieces

MATTHEW WAI  |  MONDAY, 14 SEP 2026
Amid a rapidly evolving regulatory space, and the need to keep pace with innovation, financial advice has been thrown into a dynamic environment that's always changing. As a result, the sector requires constant support to remain compliant and keep ...

Tribunal affirms InterPrac, FSGA adviser bans

MATTHEW WAI  |  FRIDAY, 11 SEP 2026
The Administrative Review Tribunal has affirmed ASIC's decisions to ban two former financial advisers from InterPrac Financial Planning and Financial Services Group Australia (FSGA) who were involved in the Shield and First Guardian master funds ...

New law tightens foreign resident CGT rules on Australian property assets

KARREN VERGARA  |  FRIDAY, 11 SEP 2026
New laws that toughen the rules around capital gains tax (CGT) to ensure foreign residents pay their fair share of tax on Australian real property have passed both houses of parliament. Treasury Laws Amendment (Strengthening Accountability for Tax Adviser ...

Court orders ASIC to preserve assets from doomed trust

MATTHEW WAI  |  THURSDAY, 10 SEP 2026
The New South Wales Supreme Court has ordered ASIC to protect assets in the Deckchair Trust after an associated member sought to take sole control of the trust following winding-up orders. NSW accountant and former solicitor Christopher Edwards purportedly ...

Government backs Enhanced Regulatory Sandbox overhaul

VINNY VUCAGO  |  WEDNESDAY, 9 SEP 2026
The Federal Government has backed an overhaul of Australia's regulatory sandbox framework, agreeing to repeal the legislation underpinning the Enhanced Regulatory Sandbox (ERS) and replace it with a more flexible model designed to support financial ...
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