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ASIC adds 19 entities to lead gen list

ASIC adds 19 entities to lead gen list

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.
Why industry funds are uncomfortable with SMSF drift

Why industry funds are uncomfortable with SMSF drift

Industry superannuation funds have been working hard on member retention and the latest ATO SMSF establishment data shows why.
56% of advice practices never formally valued

56% of advice practices never formally valued

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

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.

AMP North adds to its senior leadership with three new hires

PM Capital expands distribution team with two hires

Binaya Dahal 18 June 2026

Funds Management

No Comments

PM Capital has announced the appointment of Derrick Thomson and Luke Cheetham as regional managers for VIC/TAS and SA/WA respectively.

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.


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.


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.

Prohibited

FAAA urges SMSF property investment prohibitions

Mike Taylor 16 June 2026

Financial Planning

4 Comments

The FAAA has urged tougher rules around SMSF property investment in the wake of the Govt’s CGT and negative gearing Budget changes.

Reinstate

Reinstate accountants’ advice exemption says IFPA

Mike Taylor 16 June 2026

Accounting

3 Comments

The accountants’ exemption ceased to exist in 2016 but IFPA wants its modified and returned to address the financial adviser shortage.

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.

Net Zero carbon neutral failure

Super funds sit out of $99b renewables boom

Binaya Dahal 16 June 2026

Superannuation

No Comments

Market Forces’ Brett Morgan said super funds are missing out on a critical opportunity to own the clean energy infrastructure.

Figures of old man and woman on top of coins

Financial pressures drive exaggerated retirement expectations

Yasmine Raso 16 June 2026

Superannuation

No Comments

A new ASFA poll has found cost of living and housing affordability pressures have skewed expectations over the funds needed to retire.

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.

stagflation

Franklin Templeton sees stagflation risks building

Binaya Dahal 17 June 2026

Investment

No Comments

Franklin Templeton says global markets will face a more stagflationary backdrop as inflation pressures intensify and growth diverge.