Skip to main content

Time to comprehensively start over on CSLR

Time to comprehensively start over on CSLR

The reality now confronting Assistant Treasurer, Daniel Mulino, is that band-aid solutions will not suffice to fix an unsustainable CSLR.
Stakeholders unanimous – CSLR is a dud design

Stakeholders unanimous – CSLR is a dud design

The financial advice and accounting sectors are unanimous in their view that the CSLR funding mechanism needs a radical redesign.
Adviser numbers drop to 14,984

Adviser numbers drop to 14,984

The number of advisers registered on the Financial Adviser Register has lurched under the 15,000 mark to sit at 14,984.
Talent identification

Escala addresses advice talent shortage with new career pathway

Yasmine Raso 3 July 2026

Financial Planning

No Comments

To tackle the dwindling number of new talent entering the advice profession, Escala has launched a dedicated career pathway.

MaxCap promotes Kylie Robb to chief executive

Binaya Dahal 3 July 2026

Funds Management

No Comments

MaxCap has promoted Kylie Robb to the top job, less than two years after welcoming her as CFO and deputy CEO.

Investors holding firm despite geopolitical risk

ASIC issues first stop orders since heightened MIS surveillance

Yasmine Raso 2 July 2026

Funds Management

No Comments

ASIC has issued its first interim stop orders since increasing its “risk-based surveillance” of MISs and private credit.

Damien Hennessy Zenith

A year in review – and what a year it was!

Mike Taylor 2 July 2026

Investment

No Comments

Zenith Investment Director and Head of Asset Allocation, Damien Hennessy reflects on the factors which impacted investment in 2025/26.

JANA reunites former BT execs to bolster wealth team

Binaya Dahal 2 July 2026

Investment

No Comments

JANA Investment Adviser has reunited former BT Financial Group executives Zac Leman and Paul La Macchia in its wealth team.

Gold coins being stacked with a hand taking some away

Central bank appetite a ‘wildcard’ amid gold’s ‘modest drop’

Yasmine Raso 2 July 2026

Investment

No Comments

The latest mid-year analysis from the World Gold Council has recounted a “dramatic rollercoaster ride” for the precious metal.

Exploding costs

CSLR levy estimate rises by $60.7m

Mike Taylor 2 July 2026

Financial Planning

16 Comments

Financial advisers are facing the certainty of another special levy to fund the CSLR with confirmation of a $60.7m increase in costs.


INDUSTRY NEWS

Longer lives need stronger income certainty

Financial Newswire Contributor 30 June 2026

Industry News

No Comments

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?


genetic testing

FAAA wants AFCA guidance on genetic testing rules

Mike Taylor 1 July 2026

Financial Planning

One Comment

The FAAA has called for AFCA guidance around the new rules to be applied to the adverse genetic testing regime amid likely complexity

EOFY

Super, budget changes make EOFY review critical

Binaya Dahal 1 July 2026

Financial Planning

No Comments

HLB Mann Judd’s Andrew Buchan said sweeping superannuation and tax changes have made this EOFY one of the most important in recent years.

Finger of blame

ASIC Report spotlights advisers on super switching

Mike Taylor 30 June 2026

Financial Planning

6 Comments

ASIC’s new REP 833 has placed financial advisers at the centre of its concerns around super switching along with the fees being charged.

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.

Ring fenced piggy banks

SMSF Assoc seeks LRBA carve-out

Mike Taylor 2 July 2026

Superannuation

No Comments

The SMSF Association is seeking to argue the case in Canberra for a carve-out for SMSFs using LRBAs for new residential property.

Retirement calculator

Millions ‘sleepwalking’ on super amid major reforms

Binaya Dahal 2 July 2026

Superannuation

One Comment

Finder’s Sarah Megginson said choosing the wrong super fund, or not checking it, could cost hundreds of thousands by retirement.

Stress level odometer reading Maximum

APRA stress test identifies super influence

Mike Taylor 1 July 2026

Investment

4 Comments

The inaugural APRA System Risk Stress Test has identified how a small number of large super funds have outsized influence.

Platform upgrade

Zurich upgrades adviser portal to boost efficiency

Binaya Dahal 1 July 2026

Investment

No Comments

Zurich said the portal can now automatically import all quote and customer details when an adviser requests a sum insured change.

BlackRock II

$US still safe-haven currency – BlackRock

Mike Taylor 30 June 2026

Investment

No Comments

BlackRock is claiming vindication for its assessment that the US$ would retain its safe-haven status despite recent volatility.