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Fix performance test before extending it – FAAA

Fix performance test before extending it – FAAA

The recognised limitations of the superannuation performance test need to be fixed before the Govt extends it says the FAAA.
Private markets going increasingly retail

Private markets going increasingly retail

Australia's regulators have their concerns about private markets but new research suggests it is going increasingly retail.
Grandfather existing LRBAs says SMSF Association

Grandfather existing LRBAs says SMSF Association

The SMSF Association has expressed disappointment the Govt has traded away SMSF access to LRBAs on residential property.
HeirWealth performance reporting

Performance test inappropriate for retirement products

Mike Taylor 24 June 2026

Financial Planning

No Comments

Treasury has been warned it would be acting prematurely in seeking to expand the super performance test to encompass retirement products.

Data Centre Infrastructure

Data centres ‘barely boosting’ Australia’s growth

Binaya Dahal 24 June 2026

Investment

No Comments

HSBC’s Paul Bloxham said there is also uncertainty around just how data centres will support growth going forward.

MUFG, VU strike skills and talent exchange deal

Binaya Dahal 24 June 2026

Investment

No Comments

MUFG Retirement Solutions and Victoria University have signed a three-year Memorandum of Understanding (MOU).

Support reimagined: TAL’s new approach to TPD

Content Partnership 23 June 2026

Life Insurance

No Comments

Mental ill-health has become the defining claims challenge for life insurers. TAL’s new TPD Support Option is designed to meet it…

Wrong way go back

Extending performance test to MAs a bridge too far?

Mike Taylor 23 June 2026

Managed Accounts

One Comment

Major superannuation funds organisation ASFA has warned Treasury about extending the super performance test to managed accounts.

Small caps market

Bell AM brings new Aus small caps strategy to market

Yasmine Raso 23 June 2026

Funds Management

No Comments

Bell Asset Management has brought a new Australian small companies strategy to market as part of its suite of equities offerings.

Accusing fingers pointing

Diversa’s defence argues First Guardian fraud

Mike Taylor 23 June 2026

Funds Management

No Comments

Diversa Trustees has filed its defence to ASIC’s charges around the collapse of First Guardian arguing fraud by other parties.


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.


Cogs and gears with Compensation written on them

Unanimity on dumping AFCA’s ‘but for’

Mike Taylor 23 June 2026

Financial Planning

No Comments

Removal of AFCA’s ‘but for’ approach to CSLR compensation sits at the top of the list for the major accounting and advice groups.

Banning

ASIC dishes out 10-year adviser ban

Yasmine Raso 22 June 2026

Financial Planning

No Comments

ASIC has banned a financial adviser for 10 years and cancelled his business’ licences after uncovering fee-related misconduct.

Departure

Traditional EOFY adviser exits grow

Mike Taylor 19 June 2026

Financial Planning

No Comments

With the end of financial year looming the number of financial adviser exits is growing with total adviser numbers falling below 15,100.

Exclusion

Equity Trustees withdraws from Super Trustee business

Mike Taylor 23 June 2026

Investment

No Comments

Equity Trustees has made the key decision to exit its independent superannuation trustee business amid continuing issues with ASIC.

Misguided regulator

Industry funds question increased levy funding to ATO

Mike Taylor 22 June 2026

Superannuation

No Comments

Industry superannuation funds have raised questions about increased levy funding for the ATO and the agency’s oversight of super release.

Super gender gap

Gender super gap in pre-retirees widens over last decade

Yasmine Raso 22 June 2026

Superannuation

2 Comments

At the same time as overall super balances have grown in the last decade so has the gender super gap for pre-retirees, according to the SMC.

Small caps market

Australian small caps to ride AI, electrification boom

Binaya Dahal 23 June 2026

Investment

No Comments

SG Hiscock’s Phillip Li said small caps with exposure to long-term themes will continue to shape investment opportunities in coming decade.

Ear trumpet

Chalmers does it the hard way – again

Mike Taylor 22 June 2026

Investment

One Comment

The political judgement of the Treasurer, Jim Chalmers, has been brought into question by back-to-back stumbles on super taxation and CGT.

Sign of confusion, uncertainty, bewilderment and disorientation

ECP urges defensive investing amid ‘muddied’ outlook

Binaya Dahal 22 June 2026

Investment

No Comments

With reporting season approaching, ECP Asset Management’s partner Andrew Dale said investors should adopt a defensive approach.