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Insignia Financial Ltd

ASX Announcements

Market Sensitive

FY25 Guidance update and FY24 Pro Forma Segment Detail

Periodic Reports - Other

  • Nov 13, 2024
  • 6 pages

Market Sensitive

Strategy Update

Progress Report

  • Nov 13, 2024
  • 3 pages

Market Sensitive

Insignia Financial FY25 Investor Day

Company Presentation

  • Nov 13, 2024
  • 87 pages

Change in substantial holding from MUFG

Change in substantial holding

  • Nov 7, 2024
  • 16 pages

Change in substantial holding

Change in substantial holding

  • Nov 5, 2024
  • 6 pages

View all IFL announcements

This Month

Insignia paid $1.44 billion for MLC. Four years on, it is yet to properly see the full benefits.

New CEO takes a turn to ‘Make MLC Great Again’

The last owner to make good money out of MLC was Lendlease, more than two decades ago. But it is coming back.

  • Anthony Macdonald

August

The super funds failing to perform

For the first time, all default MySuper options passed the APRA performance test, but big retail funds continue to underperform.

  • Michelle Bowes and Hannah Wootton
Scott Hartley paused Insignia’s dividend in his first full financial year reporting as CEO.

Insignia shares sink after ‘disappointing’ dividend pause

Delivering his first full-year results as CEO, Scott Hartley said the dividend freeze was needed to strengthen the balance sheet amid remediation costs.

  • Updated
  • Hannah Wootton

July

Australian Prudential Regulation Authority deputy chairwoman Margaret Cole is taking a dim view of super funds still failing to meet MySuper obligations.

Insignia fined $10.7m but share price soars

The regulator slammed the financial services giant for “still struggling with foundational issues” such as failing to put members’ money into default MySuper products.

  • Hannah Wootton
Insignia bought the nearly 140-year-old MLC from National Australia Bank in May 2021, paying $1.44 billion. Now it is at the centre of its turnaround.

The grand dame of Australian financial services is making a comeback

MLC is showing signs of life – with an earnings upgrade – and is the face of Insignia’s fightback story. If it wins, the company and its 53,000 shareholders win too.

  • Anthony Macdonald
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Most Australians’ super savings jumped significantly thanks to booming tech stocks last financial year.

Top 10 super funds revealed for FY24

A small mining industry fund delivered the highest returns for the second year in a row, with two retail super giants joining it in first place.

  • Hannah Wootton
Insignia Financial CEO Scott Hartley.

Insignia calls in Citi as PE circles; Geoff Lloyd around the hoop

Sources said Geoff Lloyd has been shopping his turnaround credentials and industry nous to potential bidders.

  • Sarah Thompson, Kanika Sood and Emma Rapaport

May

Boomer ‘wave’ of outflows starts to hit super

Australia’s biggest retail superannuation funds are paying out billions more dollars in cash than they are bringing in as baby boomers reach retirement age.

  • Updated
  • Hannah Wootton

March

Scott Hartley took the reins at Insignia on Friday.

New Insignia CEO promises profit improvement

Scott Hartley admitted that investors will want to see proof of greater efficiencies and cost savings before they embrace the struggling wealth company again.

  • Hannah Wootton

February

Kenneth Hayne’s uncomfortable gaze lingers for the financial services sector.

Confessions of a royal commission survivor

Renato Mota took on one of the biggest post-royal commission rebuilds at Insignia. He leaves after five years with questions over where advice and super are heading. 

  • James Thomson
Scott Hartley has been appointed CEO of Insignia.

Former AMP executive steps into top job at Insignia Financial

Scott Hartley will step into the role in March, after a career working at wealth and superannuation giants including MLC and Sunsuper.

  • Lucy Dean
The Hayne Royal Commission upended the financial services industry.

How a royal commission sank a 175-year-old financial giant

Five years after the Hayne inquiry, it’s easy to forget the scale of the misconduct. The fees-for-no-service scandal alone cost the sector $4.4 billion.

  • Lucas Baird
Scott Hartley in 2018.

Former AMP exec in pole position to replace Renato Mota at Insignia

Its multiple “advice resets” over the past five years have ensured it is in the too-hard basket for many fund managers.

  • Sarah Thompson, Kanika Sood and Emma Rapaport

January

AustralianSuper’s Mark Delaney is hunting for direct lending opportunities.

Super funds step up private lending in challenge to banks

Fund CIOs say increased regulatory scrutiny on bank capital means more borrowers are tapping them for project finance and leveraged buyouts, as well as direct lending.

  • Updated
  • Hannah Wootton
Alexandra Campbell will retain Cbus’ heavy unlisted exposure.

Cbus splits from industry super rivals over performance tests

The Wayne Swan-chaired industry fund urged Treasurer Jim Chalmers to stick to the current regime even as its rivals heavily lobby Canberra for change.

  • Hannah Wootton
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Anna Shelley says non-office real estate assets held investment potential.

Local unlisted investments stage comeback for big super

The investment chiefs of the $3.5 trillion super sector say domestic opportunities had “significantly broadened” because of high interest rates, reversing historic orthodoxy that they had outgrown local markets.

  • Hannah Wootton

Super fund CIOs go defensive amid fears rates stay high

Investment chiefs who collectively manage more than $1.5 trillion in retirement savings are ramping up their exposure to unlisted assets, private credit and cash.

  • Hannah Wootton

November 2023

Complaints from retirees about the super sector are increasing, say regulators.

Super funds on spending spree to improve customer service

But there are concerns the cost of improving service could drive up fees, even as the government and regulators warn of a crackdown on poor standards across the $3.5 trillion sector.

  • Hannah Wootton

October 2023

Stephen Jones has read super funds the riot act.

Labor savages big super for failing customers

Assistant Treasurer Stephen Jones has read the riot act to superannuation funds over poor customer service and retirement advice.

  • Hannah Wootton and Michael Read

August 2023

Superannuation investment options offered by AMP and Insignia have failed a new performance test.

AMP, Insignia top super performance test failures

Almost 100 of 800 superannuation choice investments failed the prudential regulator’s earnings and fees benchmark.

  • Updated
  • Joanna Mather

Original URL: https://www.afr.com/company/ifl-ss