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DISCLOSURE News & Analysis

Australia lags the world in fund disclosure
Funds
Australia lags the world in fund disclosure
A global report into managed funds shows Australia continues to have the weakest portfolio disclosure requirements in the developed world.
Sarah Dowling | 19 May 2023
Many Australians are blind to how their money is being invested
Markets
Many Australians are blind to how their money is being invested
Australia has the weakest portfolio disclosure laws in the developed world. Here’s why investors should care.
Sarah Dowling | 31 March 2023
Morningstar runs the numbers
Markets
Morningstar runs the numbers
We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 22 November.
Lewis Jackson | 22 November 2021
Australia blows opportunity to improve portfolio holdings for retail investors: Morningstar view
Funds
Australia blows opportunity to improve portfolio holdings for retail investors: Morningstar view
The new regulations offer little value to Australian investors and do not exceed the lowest bar Morningstar sees in any disclosure regulations in...
Grant Kennaway | 15 November 2021
Aussie funds keep investors in the dark
Funds
Aussie funds keep investors in the dark
Substandard portfolio disclosures should be a concern for all industry participants, a Morningstar study argues.
Emma Rapaport | 16 December 2020
What the Hayne report means for SMSFs
Retirement
What the Hayne report means for SMSFs
Renewing fee arrangements, disclosures on lack of independence and a crackdown on hawking are among some of the recommendations that affect...
Anthony Fensom | 18 February 2019
Regulator cracks down on cash fund names
Funds
Regulator cracks down on cash fund names
Consumer "cash" and "enhanced cash" funds are attracting APRA's attention as regulators increase scrutiny of specific words and terms used by...
Nicki Bourlioufas | 10 July 2018