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Showing 1 - 10 of 961 results for "Notes"

FEATURE | Platforms | The investment supermarket

RIDDHIMA TALWANI  |  TUESDAY, 21 JUL 2026
... in the collapse of managed investment schemes, which were made available to investors through platforms. While Treasury notes in its Enhancing member protections in the superannuation system review the poor conduct in the collapse involved an "interconnected ...

FEATURE | Retirement | A layer of confidence

MATTHEW WAI  |  THURSDAY, 16 JUL 2026
... with the nation experiencing one of the "most significant" ageing transitions in its history, a report from Acenda Life notes. Confidence in retirement also remained low, with only 10% of respondents in the study of people aged 45 and over feeling comfortable ...

Special Feature: Rewarding patient capital

PENNY PRYOR  |  TUESDAY, 14 JUL 2026
... process by having the legals and all that done up front, so it becomes more an investment decision," he says. Marshall also notes a significant shift in co-investment activity east and north to the large sovereign wealth funds in the Middle East and ...

ASIC levy estimates jump 19% as regulator ramps up funding

VINNY VUCAGO  |  MONDAY, 13 JUL 2026
... education and industry engagement, while fees apply to entity specific services as licensing and relief applications. ASIC also notes it has simplified its CRIS webpages to make estimated costs and levy information easier for industry participants to ...

KKR injects $400m into Ampol

RIDDHIMA TALWANI  |  MONDAY, 13 JUL 2026
KKR has provided Ampol with $400 million in funding through a subordinated notes facility, to help the energy retailer with its refinancing initiatives. The transaction was supported by KKR's private credit and insurance platforms. KKR partner and ...

FAAA urges insolvency crackdown to curb soaring CSLR costs

VINNY VUCAGO  |  THURSDAY, 9 JUL 2026
... cost of outstanding complaints to be picked up by other innocent operators in the profession through the CSLR," he said. He notes reforms to Australia's insolvency regime should make phoenix activity more difficult and give liquidators stronger powers ...

Advisers expect growth despite uphill challenges

MATTHEW WAI  |  THURSDAY, 25 JUN 2026
... practice. Overall, 85% say AI can free up more time to spend with clients, while 74% are using it to write emails, take meeting notes and distribute educational materials. However, 65% said integrating AI into existing workflows has been more challenging ...

Small fee increases cost nest eggs $77k: Vanguard

KARREN VERGARA  |  WEDNESDAY, 24 JUN 2026
... workers paying an extra 0.5 percentage points in fees each year can cost $77,000 by the time they reach retirement, Vanguard notes, calculating this to be equivalent to 12.5% of their total balance. The modelling compared two hypothetical MySuper scenarios ...

ASIC slaps adviser with 10-year ban, strips AFSL

MATTHEW WAI  |  FRIDAY, 19 JUN 2026
... According to ASIC, Newbound was found to have forged client signatures on service agreements and provided inaccurate file notes to "justify charging ongoing service fees" on at least three occasions. As a result, ASIC determined Newbound is not a fit ...

We don't always vote in complainants' favour: AFCA

MATTHEW WAI  |  MONDAY, 1 JUN 2026
... of bias." Additionally, he highlighted the importance of providing additional information, including documents like file notes, in a complaint process. Although many advisers are reluctant to share them as they are sometimes not receivable or recorded ...
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