AZ NGA acquires national advice firm

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Advice platform, AZ NGA has acquired national advisory firm, Intend Financial, adding ten financial advisers and four locations to the AZ NGA community and delivering capital, expertise and scale to... Read more continue reading

Pre-Budget 2026: investors brace for policy shifts across housing, tax and super

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As Australia approaches the 2026 Federal Budget, investors are preparing for a policy landscape defined by competing priorities including fiscal repair, cost-of-living relief and structural reform, according to Andrew Buchan,... Read more continue reading

Third Link Growth Fund expands Investment Committee with experienced industry leader

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The Third Link Growth Fund is pleased to announce the appointment of David Wright to its Investment Committee, where he joins Chris Cuffe and Jason Coggins, further strengthening the Fund’s... Read more continue reading

MLC helps Australians unlock Pension Bonus in record numbers

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MLC’s superannuation members accessed a record $10.3 million in pension bonus payments in 2025 to help kick-start their retirements. MLC offers members an industry-leading 1.25% tax-free Pension Bonus on their... Read more continue reading

HESTA appoints new Head of Portfolio Design

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HESTA has announced the appointment of Kate Misic as Head of Portfolio Design, effective 15 June 2026. Ms Misic will be responsible for leading the ‘top down’ aspects of the... Read more continue reading

Brandweiner steps down from Australian Ethical Investment (AEI) Board 

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Australian Ethical Investment has announced that Richard Brandweiner has stepped down from the AEI Board to take up the role of Chief Investment Officer at Australia’s Sovereign Wealth Fund –... Read more continue reading

Briefcase tops Praemium peer group across three multi-asset models at one-year milestone

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Briefcase, the Australian investment platform delivering personalised portfolio solutions for advisers, has delivered strong results across three of its multi-asset model portfolios on the Praemium platform for the 12 months to... Read more continue reading

RSM expands corporate finance leadership with new director

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RSM Australia has boosted its Corporate Finance expertise and bolstered its senior leadership team in Western Australia with the appointment of a new Director with extensive M&A experience. Shaun Osborne... Read more continue reading

Not-for-profit sector urged to strengthen financial governance amid NDIS and aged care reforms

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Not-for-profit disability and aged-care providers are facing a critical financial juncture, with new NDIS pricing arrangements and the Support at Home framework reshaping funding models and increasing pressure on sustainability,... Read more continue reading

Woodbridge Capital continues expansion, strengthening investment team with two senior appointments

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Woodbridge Capital has continued its national expansion with the appointment of two senior investment professionals, further strengthening its in-house loan management capability as the firm scales its growing private credit... Read more continue reading