Category: 2026

The three limbs of data governance for financial services

Why AI doesn’t fix bad data, but you can   By James Dickson, Founder and Managing Director, Oceanic Consulting Group (OCG) Data governance has been on the agenda in financial […]

Active in action: Choose your hedges wisely… and often

By Sebastian Mullins, Head of Multi-Asset and Fixed Income at Schroders Australia For decades, investors operated under a comfortable assumption: asset allocation could be largely outsourced to a static formula. […]

Crypto, gold and more: Evaluating the world beyond the core

Provided by Vanguard Investors are naturally drawn to assets that sit outside the traditional portfolio core of shares and bonds. The appeal is understandable. Assets like gold, cryptocurrencies and other […]

SUPER SNIPPETS: The sole purpose test must be satisfied

By Darin Tyson-Chan, Editor of selfmanagedsuper I’d like to begin my column this month with a correction. The capital gains tax (CGT) discount applying to superannuation funds is 33.33 per […]

Is AI starting to pay its way?

By Rob Crookston, Investment Strategist at Bell Potter Securities The bear case on artificial intelligence has always rested on one question: when does all the spending actually pay off? For […]

Balancing delivery with change

ASX priorities in focus at the SIAA2026 Conference Provided by ASX The “Ask ASX” plenary session at the SIAA2026 Conference gave market participants a rare opportunity to hear directly from […]

Recent FSCP decisions

Since the March edition of the newsletter there has been a spate of seven decisions from the Financial Services and Credit Panel. Four involved fees for no service and two […]

The clock is already ticking: Your CHESS Release 2 roadmap starts now

By Gaurav Mehta, Chief Commercial Officer, NOVA CMX Release 1 of the CHESS replacement went live in April 2026. There was relief, a few celebratory drinks, and perhaps some hope […]

What do you mean private credit?

Quarterly Global Credit Solutions investor letter (Q1 2026) By Frank Danieli, Managing Director, Head of Global Credit Solutions, MA Financial Group In the Global Credit Solutions team at MA Financial, […]

SMA or MDA? Why the question matters more than the answer

Provided by Chelmer For many advice businesses, the conversation about managed accounts eventually comes down to a single question: SMA or MDA? It is a reasonable place to start, but […]