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Showing 1 - 10 of 3528 results for "Reporting"

Family office succession takes back seat to investments

KARREN VERGARA  |  FRIDAY, 5 JUN 2026
... Family Office Report. Among the 307 participants, strategic asset allocation, portfolio risk management and financial reporting are most often handled internally, keeping core decision-making and oversight within the organisation. Investment professionals ...

US and Aussie shares 'incredibly divergent': UniSuper

VINNY VUCAGO  |  TUESDAY, 2 JUN 2026
... peak. That rise in US shares was really relentless," The rally was underpinned by a stronger than expected US corporate reporting season, with first quarter earnings growth tracking at close to 29%, well above analysts' expectations. "You really ...

APRA slaps additional licence conditions on HTFS Nominees

KARREN VERGARA  |  FRIDAY, 29 MAY 2026
... new investment options, including poor documentation and conflict management, as well as ineffective monitoring and reporting frameworks around investment performance and risk. HTFS Nominees' management of conflicts of interest is also questionable ...

Royal London AM extends SS&C mandate for new Aussie funds

RIDDHIMA TALWANI  |  WEDNESDAY, 27 MAY 2026
... administration services to the funds, including accounting, unit pricing, transfer agency, valuation and tax/financial reporting. Equity Trustees will serve as the Responsible Entity for RLAM's new funds. "We are thrilled to extend our partnership with ...

MPC Markets partners with HeirWealth

VINNY VUCAGO  |  TUESDAY, 26 MAY 2026
MPC Markets has selected HeirWealth Atlas to power the portfolio reporting capabilities within its Mosaic client platform. The partnership will provide MPC Markets advisers with consolidated multi-asset reporting, automated branded review documents ...

APRA funding levy rises to $253m

KARREN VERGARA  |  TUESDAY, 26 MAY 2026
... over the coming weeks. Work is also underway to design the data collection to support the government's Retirement Reporting Framework, which "will substantially improve transparency on the retirement phase." For the other sectors, authorised deposit-taking ...

ATO sounds alarm as Payday Super deadline nears

VINNY VUCAGO  |  MONDAY, 25 MAY 2026
... to comply. The regulator also pointed to operations benefits from more frequent payments, with some small businesses reporting improved cash flow management and simpler payroll processes after shifting away from quarterly contributions. As businesses ...

AMP new boss overhauls executive team

KARREN VERGARA  |  FRIDAY, 22 MAY 2026
... will lead all financial activities at AMP, including responsibilities for financial control, statutory and regulatory reporting, performance reporting, tax and corporate strategy. Before that, she was a managing director at Bank of America Merrill Lynch ...

Proposed CGT reforms could upend HNW low advice demand

KARREN VERGARA  |  FRIDAY, 22 MAY 2026
... across a larger client base," said Inwood. In the survey, nearly 80% of advisers said they focus on HNW clients, with 64% reporting that these clients represent at least half of their client base. Almost 80% of firms manage individual client portfolios ...

ISS STOXX Sustainability names APAC head

STAFF WRITER  |  THURSDAY, 21 MAY 2026
... regional head. Julia Leske has been promoted to head of sustainability business, APAC, which is a newly-created role reporting to the group's global head of sustainability business, Till Jung. Prior to the appointment, Leske was managing director ...
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