Today
Three’s an unusually big crowd in a $3b leveraged buyout; buyer beware
When PE firms push each other to the limit, the buyer often lives to regret it. Insignia Financial is a fascinating test.
- Anthony Macdonald
- Opinion
- Opinion
Albanese’s super tax will hurt young Aussies the most
The proposed superannuation tax hike is set to be one of the largest intergenerational tax changes in recent memory.
- Lafitani Sotiriou
Battle for Insignia becomes three-way bidding war
Brookfield is vying for the owner of MLC, joining a $3.1 billion wealth management tussle with CC Capital and Bain Capital.
- Nicola Blackburn and Vesna Poljak
IFM lands British pension giant as its first overseas shareholder
Nest will take a significant stake in the fund manager that, so far, has been owned by Australia’s largest superannuation funds and manages $230 billion.
- Hans van Leeuwen
Yesterday
- Opinion
- Chanticleer
How this $3trn bond giant plans to win over wealthy families, doctors
The looming bank hybrid ban in Australia is too big for even the biggest asset managers to ignore.
- Anthony Macdonald
Investors say ‘saleable’ Transurban is shaping up as a buyout target
The toll road giant is one of the few infrastructure plays remaining on the ASX. A lacklustre share price has some fund managers thinking its time has come.
- Jenny Wiggins
- Opinion
- Chanticleer
Super sector lies at heart of ASIC’s public v private debate
ASIC’s upcoming report into the shifts in public and private markets in Australia reflects the structural changes super is driving across the economy and markets.
- James Thomson
- Updated
- Jim Chalmers
‘My position is unchanged’: Senator rejects Chalmers’ super tax offer
The treasurer will have to drop plans to tax unrealised gains to secure support for his superannuation tax hike.
- Phillip Coorey
- Opinion
- Leading Indicators
Relax, here’s why you don’t need that much super
While surveys show fear of retirement is the top source of stress for workers, retirees themselves are among the most financially secure cohorts in the country.
- Michael Read
This CEO was made redundant at 49. Now he runs a $3b company
When Scott Hartley was let go from NAB in his late 40s it came as a shock. But he used the experience to forge a different career path.
- Sally Patten and Lap Phan
This Month
ISPT earmarks asset sales as it revamps $18b fund
Super fund investor ISPT chalked up heavy losses ahead of its merger with IFM Investors. It is moving to fix that, with an overhaul of its $18b flagship fund.
- Nick Lenaghan
AustralianSuper tipped $500m into Nvidia before DeepSeek crash
Australia’s largest super fund was buying up shares in the chipmaker in the lead up to last week’s trillion-dollar sell-off, Wall Street records indicate.
- Joshua Peach
Private equity funds face ‘$25b’ valuation wipeout
A global consulting firm has quantified the enormous valuation mismatch that lurks within Australian private equity portfolios.
- Jonathan Shapiro
January
- Opinion
- Opinion
Six easy steps to retirement readiness (and one hard one)
There are no courses on how to plan for retirement, so we have done some of the work for you.
- Andrew Hobbs
‘Weak’ scam protections put trillions of super money at risk
Superannuation funds have been warned they are at risk of becoming “soft targets” for scammers.
- Joanna Mather
Warning to big super: fix customer service, or we’ll see you in court
Labor’s plan to force superannuation funds to meet minimum standards will add fuel to regulators Margaret Cole and Simone Constant’s 2025 ambitions.
- Hannah Wootton
- Opinion
- Chanticleer
Two other interest rate debates will decide where the ASX goes next
A February rate cut is all but locked in. But with the Australian sharemarket back near record highs, investors need to consider two other big questions.
- James Thomson
ICG acquires Potentia’s SuperChoice
ICG is joined by former Link Group chief financial officer John Hawkins and Ezidebit founders Mick and Dan Dempsey.
- Sarah Thompson, Kanika Sood and Emma Rapaport
Offer to exempt judges from super tax hike not enough for Senate
The chances of the government passing its tax hike on $3 million-plus super accounts before the election remains slim at best.
- Phillip Coorey
Super funds face full force of new customer service standards
Assistant Treasurer Stephen Jones says superannuation funds should be held to the same standards as banks and other financial services companies.
- Phillip Coorey and Hannah Wootton