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ASIC warns on EOFY private credit valuations

ASIC warns on EOFY private credit valuations

ASIC has fired a shot over the bows of private credit funds warning them to get it right on their EOFY asset valuations.
Traditional EOFY adviser exits grow

Traditional EOFY adviser exits grow

With the end of financial year looming the number of financial adviser exits is growing with total adviser numbers falling below 15,100.
FinCap private markets platform goes live with three solutions

FinCap private markets platform goes live with three solutions

Three new managed portfolios have entered the market housed under the FinCap Private Markets Platform, which launched on Thursday.
ASIC leadership forum

FSU calls for better conditions for Acenda employees

Yasmine Raso 19 June 2026

Life Insurance

No Comments

The FSU’s calls for Acenda to improve staff arrangements have intensified after a new enterprise agreement contained several cuts to entitlements.

Custody services

Frontier appoints Northern Trust for ICIO launch

Binaya Dahal 19 June 2026

Investment

No Comments

Frontier Advisors has appointed Northern Trust to provide custody and fund administration functions to support its ICIO operating model.

Wrong way go back

Blame bad advice says SMSF Association

Mike Taylor 19 June 2026

Financial Planning

No Comments

The SMSF Association has mounted a defence of SMSF structures arguing they should not be inappropriately penalised.

Channel Capital Fidante merger

Channel Capital, Fidante merge under newly created parent

Yasmine Raso 18 June 2026

Funds Management

No Comments

Fidante and Channel Capital have announced their merger, forming a new entity that will acquire both businesses and $150 billion in assets.

Morningstar active

Traditional active management a ‘zero sum game’

Mike Taylor 18 June 2026

Funds Management

No Comments

Morningstar has again issued a sobering analysis of active funds managers, describing active management as a ‘near zero sum game’.

Ironbark, EQT partner on new infrastructure fund

Binaya Dahal 18 June 2026

Funds Management

No Comments

Ironbark Investment Solutions and EQT have struck a partnership to offer a new infrastructure fund for Australian and New Zealand investors.

Lead generation

ASIC adds 19 entities to lead gen list

Mike Taylor 18 June 2026

Financial Planning

No Comments

With the caveat that being named does not imply guilt, ASIC has taken the list of entities related to lead generation to over 50 businesses.


INDUSTRY NEWS

Where can investors with maturing bank hybrids go?

Financial Newswire Contributor 28 May 2026

Industry News

No Comments

With the phasing out of bank hybrids, where will investors with near term maturities go for regular income accessible on the ASX? Discover potential..

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?

Re-thinking TPD: Why Severity Matters More Than Ever

Financial Newswire Contributor 1 June 2026

Industry News

No Comments

From an interview with MyRisk Adviser, this article explores how TPD Severity can support clearer advice and better client outcomes.


Succession planning

56% of advice practices never formally valued

Mike Taylor 18 June 2026

Financial Planning

No Comments

More than half of financial advice practices have never been formally valued and more than 60% of adviser principals have no succession plan.

Capstone PictureWealth

Capstone joins PictureWealth

Mike Taylor 18 June 2026

Financial Planning

No Comments

In what represents a strategic expansion, Capstone Financial Planning has joined financial technology player PictureWealth Group.

Senior leadership appointment

Shadforth buffs up adviser line-up amid solid growth

Yasmine Raso 18 June 2026

Financial Planning

No Comments

Shadforth Financial Group has made a raft of internal promotions to strengthen its wealth capabilities amid a wave of robust client growth.

Losing members

Why industry funds are uncomfortable with SMSF drift

Mike Taylor 18 June 2026

Superannuation

No Comments

Industry superannuation funds have been working hard on member retention and the latest ATO SMSF establishment data shows why.

Businessmen pointing to smaller and smaller version

APRA levy still disadvantaging small funds

Mike Taylor 17 June 2026

Superannuation

No Comments

Once again members of small superannuation funds have been identified as being disadvantaged by the APRA levy and paying more than double.

bureaucracy

APRA/ASIC say they’re lightening the regulatory load

Mike Taylor 17 June 2026

Financial Planning

One Comment

APRA and ASIC have signalled their intention to streamline the regulatory regime around the Financial Accountability Regime.

Lending to an SME

Property loans drive banks’ SMB credit growth

Binaya Dahal 18 June 2026

Investment

No Comments

Australian banks’ lending to small and medium-sized businesses increased 82% over the past five years, led by loans to purchase property.

Investors holding firm despite geopolitical risk

Market’s bet on RBA adopting ‘wait-and-see’ approach pays off

Yasmine Raso 17 June 2026

Investment

No Comments

The RBA’s unanimous decision to take a ‘wait-and-see’ approach after three consecutive hikes was widely anticipated by the industry experts.

Bank notes on US flag

Fed set to hold rate, Warsh’s SEP plans in focus

Binaya Dahal 17 June 2026

Investment

No Comments

MFS Investment Management said the meeting could indicate of how aggressively Warsh intends to pursue changes he has advocated for years.