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Showing 1 - 10 of 146 results for "Summary"

UniSuper faces fresh greenwashing allegation

JAMIE WILLIAMSON  |  MONDAY, 23 FEB 2026
... required members to click through to a PDF of a notice to read what the changes were in detail and there was no simple summary provided. In response, UniSuper said: "The Global Environmental Opportunities option invests in companies selected on the basis ...

EQT stands firm on defence, blames ASIC, third parties

KARREN VERGARA  |  MONDAY, 19 JAN 2026
... investor losses, blaming ASIC for not doing its job, as well as third-party providers for their failures. Releasing its Summary of Defence document last week, which was filed with the Federal Court on 24 December 2025, EQT said Equity Trustees Superannuation ...

Industry groups hammer out guidance on tax-deductible advice fees

ANDREW MCKEAN  |  MONDAY, 26 MAY 2025
... It outlines three potential methodologies for apportioning fees and provides examples, Statement of Advice text and fee summary templates, for active use. FAAA chief executive Sarah Abood said the body is particularly pleased to provide advisers and ...

Advisers must improve public awareness to win Australians' trust: Report

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
... interactions and to personalise the experience. "I can see that happening with advice too. We now have the tools to give us a summary - or cheat sheet - before we go into the next client meeting. It makes it personal, without you having to remember - ...

Super funds fail to meet millennial members' expectations: ASIC roundtable

ANDREW MCKEAN  |  MONDAY, 2 SEP 2024
... priorities because of cost-of-living pressures, they have mortgages or rent to pay, young families and ageing parents," a summary of the roundtable said. Tan said that many people view super as something that's very far off into the future and have ...

Clime posts $3.8m loss

ANDREW MCKEAN  |  FRIDAY, 30 AUG 2024
... business had stagnated inside a financial market that was declining under the weight of regulation and growing costs. "In summary, the board determined that the group was devoting too many resources, and therefore costs, to Madison which was contributing ...

Cost cutting returns Bravura to profit

KARREN VERGARA  |  WEDNESDAY, 14 AUG 2024
... against a best-in-class technology peer group and aspire to operate at that level," Russell said. Baskerville said: "In summary, it has been a difficult year for our team. We thank all of them for their resilience, determination and their ongoing commitment ...

DigitalX to launch Bitcoin ETF on ASX

ANDREW MCKEAN  |  TUESDAY, 9 JUL 2024
... DigitalX requested a trading halt on its shares today, pending an announcement about the Federal Court's decision on its summary judgement application in a case that involves former director Alex Karis.

US Federal Reserve eyes multiple interest rate cuts this year

ELIZA BAVIN  |  THURSDAY, 21 MAR 2024
... bringing them in line with our own forecast for three cuts this year, starting in June," she said. "The new dot plot and Summary of Economic Projections (SEP) indicated that inflation has proven to be slightly stronger than the Fed had anticipated, but ...

Macquarie Wrap rolls out new features for advisers

ANDREW MCKEAN  |  TUESDAY, 9 JAN 2024
... recommendations and client advice". "Our latest release of account-level reporting in Adviser Online includes a new performance summary screen featuring headline statistics for quick insights, portfolio movement visualisation with dynamic waterfall graph ...
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