Passive flows reshape ASX, reviving case for stockpickers
Low-cost market cap weighted indices have delivered for investors in recent years, but the wall of passive money may finally be swinging the pendulum back towards an active approach.
November 26, 2025
Mandating super for nation-building risks flight to SMSFs: Pearce
Directing super funds to invest in nation-building projects could see money flow from the APRA-regulated system and into SMSFs, according to UniSuper CIO John Pearce, who also suggested that super funds were hitting portfolio limits for unlisted assets.
November 26, 2025
InterPrac disputes it had prior warning of ASIC notice
The ASX-listed owner of InterPrac Financial Planning, Sequoia Financial Group, has told the exchange it had no prior knowledge of ASIC’s action after concerns were raised that the company didn’t notify the market fast enough.
November 25, 2025
Research will become more essential due to Shield, First Guardian: GDG’s Hackett
Appearing at next week’s Researcher Forum, Generation Development Group CEO Grant Hackett will discuss why he’s bullish on the role managed accounts will play, the rise of the group over the past seven years and why quality research has become more important due the collapse of the Shield and First Guardian funds.
November 25, 2025
How to cruise into retirement with confidence
Australia’s super system has been hugely successful at building long-term wealth, but that enormous pool of assets appears to still not be enough to give retirees the confidence to spend, writes Generation Life’s Felipe Araujo. This is forcing the industry to rethink the investment structures, or combination of structures, required to deliver investors greater certainty, flexibility and peace of mind.
November 24, 2025
When the succession plan needs its own succession plan
For business owners, having a succession plan – a plan B to cover the worst-case scenario – is essential for continuity. Templeton Advice Group was unfortunately struck with a poor run of luck that showed sometimes a succession plan may need its own backup plan.
November 21, 2025
Let them eat cake: Shareholder apathy lets Sequoia off the hook
Shareholder activism has achieved many positive results by putting boards and executives under public pressure to do better. On the flipside, shareholder apathy allows companies to evade close scrutiny. Sometimes, shareholders seem more interested in franked dividends and a decent spread of cakes and sandwiches than in holding boards to account.
November 21, 2025
InterPrac expects fines and compliance restraints from ASIC action
InterPrac anticipates it will be fined and receive licensee restraints as a consequence of its role in the failed Shield and First Guardian funds after ASIC commenced legal proceedings last week. The licensee expects that advisers will leave, but group CEO Garry Crole has blamed “false press” and competitors for a smear campaign against the company.
November 20, 2025
Coalition says ASIC needs to own up to Shield, First Guardian failures
Shadow Minister for Financial Services Pat Conaghan has called out ASIC for failing in its enforcement role on Shield and First Guardian, and has endorsed Senator Andrew Bragg’s call to split the regulator in two. The criticism of ASIC was delivered to senior executive Leah Sciacca who had just briefed delegates at the FAAA’s National Congress on progress on the matter.
November 20, 2025
CSLR special levy funding decision in ‘a matter of weeks’
Minister for Financial Services Daniel Mulino said a decision on how the CSLR special levy will be funded is coming within weeks with a broader group of sectors expected to be hit with the bill.
November 19, 2025
