News : Technology

financial advice, Financial Planning, Technology

Advisers leaning into AI use

May 14, 2025

Australian financial advisers are using AI at higher rates than their international peers and considered it an effective tool for communication and reducing costs.

Australian financial advisers are making more use of AI at than their peers overseas and consider it effective for communication and reducing costs.

read more

ETFs, Investments, Technology

Global X launches China tech ETF

Global X, China, ETF, technology, exchange traded fund, Global X China Tech ETF, DRGN, Billy Leung

May 8, 2025

Lara Caughey

Global X has released an ETF focused on the Chinese technology sector, which it believes has been underserved by fund managers to date.

read more

Investments, Markets, Platforms, Technology

Class expands share registry connections

Class has extended its share registry data feed connections, which now include the majority of companies listed on the ASX..

April 28, 2025

Lara Caughey

Class has extended its share registry data feed connections, which now include the majority of companies listed on the ASX.

read more

Business News, Investments, Technology

Selfwealth to delist after sale

Selfwealth, Craig Keary, Samantha Horton, Dhruv Arora,

April 22, 2025

Jason Spits

Investment platform Selfwealth will shift into private ownership after shareholders agreed to a cash sale to an Asian firm operating a similar business model.

read more

Compliance, Technology

From MFA to the sock drawer: SMSF security

April 8, 2025

Shelley Banton

SMSFs must employ professional security protocols to protect their assets in the wake of an increased number of cyberattacks.

read more

Compliance, Technology

Attacked funds had protection in place

Mary Delahunty, ASFA, Australian Securities and Investment Commission, ASIC, Association of Superannuation Funds of Australia, Financial Crime Protection Initiative, FCPI,

April 7, 2025

Lara Caughey

ASFA has reassured superannuants protections were in place to deal with cyberattacks on their funds and it will take further action to strengthen those measures against future threats.

read more

ATO, Auditing, Technology

ATO confirms AI use not fully reliable

The ATO believes practitioners and trustees cannot completely rely on AI to undertake SMSF functions and an element of human involvement is still needed.

March 26, 2025

Darin Tyson-Chan

The ATO believes practitioners and trustees cannot completely rely on AI to undertake SMSF functions and an element of human involvement is still needed.