ASIC encourages financial industry organisations to help lead through change

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Speech by ASIC Chair Joe Longo at the ISDA/AFMA Forum, 20 June 2023. Introduction: Taking the lead Before I begin, I would like to acknowledge the traditional owners and custodians... Read more continue reading

Wingate Property Senior Debt Fund awarded ‘Superior’ rating and ‘High Investment Grade’ by SQM Research

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The Wingate Property Senior Debt Fund (WPSD) has been awarded ‘Superior’ status and High Investment Grade from highly regarded Australian rating house SQM Research, as demand intensifies for private and... Read more continue reading

Tax time – make this year different and build a legacy of giving

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As 30 June approaches, maximising tax deductions is top of mind for many. One of the simplest options available is to make a charitable donation that helps others in need.... Read more continue reading

Jaime Johns appointed as executive director for mason Stevens

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Mason Stevens Group Limited is pleased to announce the appointment of Jaime Johns as a Non-Executive Director to its Board of Directors. With extensive experience in financial planning and wealth... Read more continue reading

Schroders Australia announces leadership changes

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Schroders Australia (SIMAL) has appointed Simon Doyle as chief executive officer, alongside his ongoing role of chief investment officer, a position he has held since February 2022. This is part of... Read more continue reading

Fidelity appoints Lukasz de Pourbaix as global cross asset specialist

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Fidelity International has appointed Lukasz de Pourbaix as global cross asset specialist, effective 19 June 2023. He will be based in Sydney and will report to Lawrence Hanson, managing director,... Read more continue reading

New Quantum Holdings plans to become public in the USA

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Sydney-based New Quantum Holdings Pty Ltd. (New Quantum), provider of a vertically integrated technology and infrastructure offerings for financial service firms, announces plans to become a publicly listed company via... Read more continue reading

A Fed “pause but not a “peak”? Median “dot plot” sees policy rate at 5.6 per cent by end-2023, dropping to 4.6 per cent by end-2024 

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At its meeting concluding overnight, the US Federal Reserve’s (Fed) Federal Open Markets Committee (FOMC) opted to “pause” in hiking the policy rate hike. However, the Fed indicated that more... Read more continue reading

SMSF advisers rise to the challenge of helping trustees navigate the increasingly complex superannuation landscape: SMSF Adviser Report

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Leading financial services research firm Investment Trends released its 18th annual edition of the 2023 SMSF Adviser Report. Providing an in-depth analysis of how financial advisers interact with and service... Read more continue reading

North enhancements supporting advice practice efficiency and better retirement outcomes

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Leading investment platform North has announced two enhancements for advisers which will help drive business efficiencies and improve retirement outcomes for clients. Record of Advice A new, streamlined Record of... Read more continue reading