Fund Product, Company and Regulatory Updates as at 17 July 2018

  • QSuper reduces admin fees

  • Westpac terminates SMSF loans

  • Sunsuper and AustSafe Super sign merger agreement

  • Prime Super and Combined Super talking of a merge

  • ASIC investigating Linchpin Capital Group and Endeavour Securities (Australia)

  • ASIC accepts EU from Goldman Sachs Australia

  • ASIC accepts EUs from CBA and ANZ regarding superannuation product distribution

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Risk Product, Company and Regulatory Updates as at 9 July 2018

  • AstuteWheel: new digital tool providing SoA's in an hour

  • Integrity Life to launch retail suite in October

  • Macquarie quits grandfathered commission

  • HSBC exits financial advice, closing its financial advice doors

  • ASIC vs. Refocus Financial Group

  • AMP FP facing civil penalties for alleged failures in insurance advice

  • ASIC pursuing advice firms misusing term 'independent'

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Fund Product, Company and Regulatory Updates as at 5 June 2018

  • Magellan and Airlie launch retail Aus equities fund

  • Citi launches currency product for HNW clients

  • Spaceship launches two funds

  • Pengana to buy into HNW credit firm

  • Decentralised Capital launches in Australia

  • New investment boutique launch by Pinnacle

  • ANZ,  Deutsche and Citigroup facing cartel allegations

  • BBY, BBY Advisory and SmarTrader AFS licences suspended

  • CBA and AUSTRAC enter agreement

  • Water Infrastructure Criteria launched

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Fund Product, Company and Regulatory Updates as at 22 May 2018

  • XTB Emerald Fixed Income Managed Portfolio launched, on HUB24

  • BlackRock confirms closure of five ETFs

  • PIMCO partners with financial tech firm

  • Australian Ethical ditches AMP investments

  • CareSuper partners with Mercer

  • Macquarie merging private wealth arms

  • ASIC and RBA introduce new BBSW calculation methodology

  • Wealth & Risk Management AFS licence cancelled

  • Intiger closes Sydney office

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Fund Product, Company and Regulatory Updates as at 8 May 2018

  • Renewable energy investment fund launched

  • Active ETF to be launched by Fidelity

  • Lifecycle pension strategy launched by REI

  • Fixed income portfolio ESG launched by XTB

  • Active EFT to be launched by InvestSMART

  • BlackRock’s iShares ETFs restructured

  • ESG indices launched in J.P. Morgan and BlackRock collaboration

  • Acorns Australia renamed

  • CBA enters enforceable undertaking

  • ASIC welcome AFCA, board members named

  • ASIC cancels SMSF auditors’ registrations

  • First Super voting against AMP board

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