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Discretionary trust consultation confirms expanded rollover relief

Discretionary trust consultation confirms expanded rollover relief

The Government has confirmed expanded rollover relief from discretionary trusts as it seeks feedback on the minimum tax for the measure.
AI makes rise of emerging markets ‘more than a blip’

AI makes rise of emerging markets ‘more than a blip’

Morningstar says the performance of emerging market equities over the past 12 months has strong underpinnings making it more than a blip.
Opportunities outside ASX20 underpinned by ‘structural themes’

Opportunities outside ASX20 underpinned by ‘structural themes’

Ellerston Capital has pointed to more attractive opportunities underpinned by solid structural themes that lie beyond the ASX 20.

Building resilient portfolios is key

Financial Newswire Contributor 9 July 2026

Investment

No Comments

Cameron Harrison partner, David Clark looks at the current investment challenges and outlines his thinking on long-term allocations.

David Lane

Focus Partners boosts wealth advisory capabilities via new hire

Yasmine Raso 9 July 2026

Financial Planning

No Comments

Focus Partners Australia has responded to rising demand for more integrated wealth/advice services by appointing a new Head of Wealth Advisory.

Man on ladder picks stocks

Budget tax changes pivot investors to income assets

Binaya Dahal 9 July 2026

Investment

No Comments

JBWere’s Glen Bertram said investors are shifting away from high-growth stocks because the tax burden on their sale would be high.

Money cash in hand

SS&C to link tokenised funds with digital cash

Binaya Dahal 9 July 2026

Fintech

No Comments

SS&C Technologies has announced plans to expand tokenised funds offerings with digital cash settlement tools for asset managers.

Retirement sign

TCorp CIO to retire after nearly a decade in role

Binaya Dahal 9 July 2026

Investment

No Comments

TCorp CEO Rob Kenna said Stewart Brentnall has advised of his intention to retire from full-time employment over the next 12 months.

Chess kings competition

Call to amend ASIC Act to cover unfair practices

Mike Taylor 8 July 2026

Financial Planning

One Comment

The ASIC Act should be amended to ensure alignment with broader competition laws and ensure their application to financial services.

accentuate the positive

Netwealth delivers strategic positive messaging

Mike Taylor 8 July 2026

Fintech

No Comments

Netwealth has expanded its relationship with Morgan Stanley Wealth Management and delivered a pre-result upbeat message on its outlook.


INDUSTRY NEWS

Longer lives need stronger income certainty

Financial Newswire Contributor 30 June 2026

Industry News

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Australians are living longer, working differently, and carrying more financial complexity into retirement. So, guaranteed income is becoming key in..

In a world without bank hybrids, what’s next for income investors?

Financial Newswire Contributor 23 June 2026

Industry News

No Comments

As bank hybrids are being phased out, many investors are seeking new ways to generate reliable income. And subordinated debt is stepping in.

Trade Finance whitepaper: Access uncorrelated alpha potential

Financial Newswire Contributor 5 June 2026

Industry News

No Comments

Trade finance has demonstrated resilience across global shocks, combining short‑duration, self‑liquidating structures with historically low volatility

Investing Across the Bond Market Cycle

Financial Newswire Contributor 1 June 2026

Industry News

No Comments

With government debt at record highs, what other areas of the bond market could potentially enhance a portfolio’s defensive characteristics?


Larapinta Private

New advice firm to service ‘niche’ agricultural wealth channel

Yasmine Raso 8 July 2026

Financial Planning

No Comments

Troy Armstrong has launched Larapinta Private, a specialist wealth firm servicing the “niche” channel of regional and agricultural clientele. 

Income protection insurance

FAAA warns PC against removing vital protections

Mike Taylor 7 July 2026

Financial Planning

One Comment

The Productivity Commission has been warned that despite the need to reduce regulation key protections should remain for financial planning.

Ticket stubs with the wording The Blame Game! on them

Good advisers punished for sins of others

Financial Newswire Contributor 6 July 2026

Financial Planning

8 Comments

Andy Semple describes himself as the boss of a small financial advice licensee and is calling it as he sees it on the still rising CSLR levy.

Rising arrow above super

AMP, Vanguard and CFS top super returns

Mike Taylor 7 July 2026

Superannuation

One Comment

Australian superannuation funds defied volatility to post strong financial year returns, but the major retail funds did better than most.

Senior leadership appointment

Former ALP Deputy Treasurer appointed APRA deputy chair

Mike Taylor 6 July 2026

Superannuation

2 Comments

Former ALP Deputy Treasurer, David Bradbury has been appointed as an APRA deputy chair with responsibility for superannuation oversight.

Big shark amid little sharks

Consequences of APRA’s bigger is better mantra

Mike Taylor 2 July 2026

Superannuation

One Comment

For half a decade APRA maintained a mantra that bigger is better where super funds are concerned – the consequences are becoming clear.

Large arrow resists small arrows

Tax Institute praises walk back of foreign resident CGT changes

Yasmine Raso 8 July 2026

Accounting

No Comments

The Tax Institute welcomed the Government’s decision to walk back the proposed retrospectivity changes to foreign resident CGT rules.

Man caught between divergent arrows

A Challenging Macro Mix: FY 2026/27

Financial Newswire Contributor 7 July 2026

Investment

No Comments

Evidentia’s Gareth Aird writes that while much has changed in 12 months investors will be rewarded by maintaining diversified portfolios.