Top campaigns of the year recognised at MAX Awards. The latest issue of Financial Standard now available as an e-newspaper General | / | / | / | / | Top campaigns of the year recognised at MAX Awards BY STAFF WRITER | FRIDAY, 12 JUN 2026 12:46PM Leaders in Australia's financial services industry came together last night to celebrate the 32nd annual MAX Awards with the top campaigns being recognised. The community initiative of the year award was won by UniSuper for its STARS project. The best campaigns for ETF products was won by Macquarie Asset Management in a hybrid campaign with Fundamental Media for the Macquarie Active ETF. Stockspot took home the win for the financial advice campaign of the year for its Smart Investing, Simplified campaign. For the financial education campaign of the year Generation Life took home the gong for it's Nothing More Certain campaign. In the insurance category, TAL's Life takes Guts campaign won campaign of the year. La Trobe Financial won the Managed Funds Campaign of the Year for the La Trobe Private Credit Fund (LF1). MLC Expand Retirement Boost won in the Platforms Campaign of the year. The Retirement Campaign of the Year award went to Challenger for its Lifetime Proposition campaign. Lastly, for the campaigns category, Australian Retirement Trust won the award for its Awaken your super campaign. "We congratulate the winners of this year's awards. They reflect the best and brightest in the industry and have demonstrated investment excellence in uncertain times," Rainmaker manager director Chris Page said. "With trillions of dollars pouring into retail investments and superannuation, investors and retirees need investment managers of the highest calibre to safeguard and grow their wealth. Our research shows these awards bring together an outstanding lineup of funds that investors can back with confidence." More than 2300 votes across all categories were received. Read more: TAL, Australian Retirement Trust, Challenger, Chris Page, Fundamental Media, Generation Life, La Trobe Financial, Macquarie Asset Management, MLC Expand Retirement Boost, Rainmaker, Stockspot, UniSuper VIEW COMMENTS Related News | | | Industry leaders and rising stars named at MAX Awards | | | | MAX Awards celebrates industry leading teams | | | | HUB24 expands retirement options with TAL | | | | CFS plots 'largest' retirement product expansion with new alliance | | | | Financial services investment leaders celebrated | | | | ASIC, APRA target insurers' TPD product sustainability | | | | Lack of awareness impacts retirement satisfaction: TAL | | | | TAL appoints two new board members | | | | ART appoints two to board | | | | Generation Life snags super fund's head of risk Editor's choice. Australian superannuation funds are increasingly turning to digital advice tools to bridge the longstanding gap between members needs and access to affordable financial guidance, according to executives at wealth technology Bravura Solutions. SpaceX has raised US$75 billion ($106.8bn) in the biggest-ever stock market debut, valuing Elon Musk's rocket and satellite company at US$1.77 trillion. Energy transition infrastructure investor Quinbrook has appointed Tim Horneman as region leader for Australia, formalising his responsibility for the firm's local investment activities and business operations. The former chief operating officer of the Association of Superannuation Funds of Australia (ASFA) has joined C1 Capital Group as chief investment and operating officer. Videos. Further Reading

Lending expansion and new product to bolster Finbase. Finbase has launched a new 30-year mortgage product after a $150 million capital partnership deal with ASX-listed Challenger. Friday, may 29th 2026, 9:42AM. by Sally Lindsay The new product will enable to Finbase to compete in the long-term property investment market, in particular to attract investors who want to hold rental properties. Operating in this market hadn't been feasible for Finbase until the Challenger partnership was finalised as its $300 million book was funded by wholesale investors - mainly high net worth individuals and family offices -with typically a one- to two-year investment horizon. Finbase managing director Pernell Callaghan says the capital deal opens the door to a bigger market and a rise to $500 million in funds under management within six months. After that it hopes more funds will be available from institutional investor Challenger, although that hasn't yet been discussed. Finbase is already calling on the Challenger facility weekly for lending to SMEs, sole traders, business owners and established property traders. The non-bank lender does not do residential mortgages. The average loan size has been about $700,000 over 12 months at interest rates of 6.95% to 8.45%. Lending is to a maximum of 70% LVR. Bigger loans are available. Callaghan says borrowers typically do not use their family home as leverage. Often it is an investment property or a commercial building they are running their business from. "They might want some working capital and we will take a first mortgage security against the building." The deal with Challenger allows Finbase to do more lending volume and until now demand from borrowers has been larger than what it has had available capital for. "It is a market the traditional banks have pulled back from and a gap we are filling." While demand is rising, Finbase proceeds with only 10-20% of applications it receives. Callaghan believes many of its clients could source money through traditional banks but find the amount of information required and their slowness in approving loans frustrating and detrimental to doing business. For example, if a trader needs finance to buy a property within a few days that they intend to renovate and sell within six months for a profit, Finbase can move much faster than a bank in approving a loan. A bank might want 12 months of financial statements, a cashflow forecast and a lot more information on the borrower's profile before even considering a lending decision. Callaghan says his business is based on speed and looking more closely at the borrower's history of property trading, good account conduct, security and exit strategy. "If we recognise a good deal and there is a clear exit strategy, we can make a lending decision much faster for the trader to be able to secure the property." Finbase is one of the country's bigger private credit commercial lenders. In New Zealand the market is growing. Globally it has moved from a niche corner of institutional finance to one of the fastest-growing global asset classes, surpassing US$2 trillion. Investors worldwide are shifting away from traditional fixed-income products - where yields remain compressed and liquidity is often traded for low real returns - towards direct lending and structured private debt. The trend is now gaining serious momentum in New Zealand. Following the post-Covid inflationary, and then recessionary, environment, there have been positive shifts in investor appetite and a growing acceptance from mid-market and corporate borrowers that private credit provides a compelling alternative to traditional bank financing. As bank lending becomes more constrained, and businesses seek flexible, relationship-driven capital, private credit has stepped into a vital role: funding the productive economy through disciplined, cashflow-anchored lending. Although many commentators are still singing the recession tune, Callaghan says Finbase's clients are business owners or self-employed and only earn income through their own endeavours. "Whether the economy is going well or in a recession, they are going to continue doing what they do through all cycles. Because of that they are still looking to borrow funds to complete projects, expand their businesses, or need short-term working capital." Challenger and Finbase were introduced by a senior bank in July last year. While not Challenger's first investment in New Zealand, it is the first of its kind here. An investment figure was not negotiated by either party, Callaghan says, but after six to nine months of due diligence, both came to the conclusion they could help each other's business and $150 million was agreed as the capital partnership. "Our main focus is on delivering strong assets for Challenger over the next six months, having a good book, clean credit and low defaults and arrears as well as managing the capital of our wholesale investors, who remain the cornerstone of our book. If we do a good job as the business has done so far, it will naturally grow." Special Offers No comments yet

Bank of Queensland strikes $3.7b equipment finance deal with Challenger. By Business News Australia 7 April 2026 Brisbane-based Bank of Queensland (ASX: BOQ) has entered a strategic capital partnership with investment manager Challenger Limited (ASX: CGF) involving the sale of its $3.7 billion whole-of-loan sale of equipment finance assets, in a deal the regional lender says will free up capital for shareholder returns and improve its return on equity. The transaction, announced today, comprises the sale of BOQ's equipment finance loan portfolio to Challenger along with a 12-month forward flow origination arrangement under which BOQ will continue to originate new equipment finance loans for sale to Challenger and its financiers. BOQ expects the deal to reduce its debt funding requirements by about $3.4 billion and facilitate the return of roughly $300 million to shareholders through a combination of an on-market share buyback and a fully franked special dividend. The regional bank says it expects the partnership to deliver a cash return on equity uplift of 15 to 25 basis points in FY26, though its first-half statutory accounts will include an estimated $31 million post-tax loss from the transaction. "This innovative transaction is a win for our shareholders, our customers and our broker partners," says BOQ's CEO Rod Finch. "It demonstrates the strength of our balance sheet and our ability to deploy capital efficiently. Our customers and broker partners will continue to benefit from the same great service they have come to expect from BOQ, while our shareholders will benefit from improved returns on equity and a meaningful capital return." Finch says the partnership allows BOQ to maintain its equipment finance origination capability while transferring the funding task to Challenger will preserve customer and broker relationships. Under the forward flow arrangement, BOQ will continue originating equipment finance loans using its existing distribution network and credit processes before selling them to Challenger. The bank notes that the forward flow arrangement is not underwritten and remains subject to Challenger and its financiers' discretion as to funding, meaning the volume of future originations sold may vary. The final whole-of-loan sale amount is also subject to adjustment, with the bank flagging that swap rate movements driven by current geopolitical volatility could affect the final financial position. Challenger Group chief investment officer Damian Graham says the transaction represents a significant step in the investment group's expansion into whole loan investing. "This transaction provides Challenger with access to a high-quality, seasoned and highly diversified loan portfolio, originated by BOQ's specialist equipment finance team," says Graham. "It reflects Challenger's growing capability and appetite in whole loan investing, and we look forward to building a long-term partnership with BOQ." BOQ says it will retain servicing of the equipment finance loans post-sale to ensure continuity for borrowers and brokers. The bank's equipment finance division, which primarily serves small and medium-sized businesses across Australia, will continue to operate as a distribution and origination platform. The $300 million capital return to shareholders is expected to be funded from the reduction in risk-weighted assets following the portfolio sale. BOQ says the precise mix of buyback and special dividend, along with timing, remains subject to final board and regulatory approval. Completion of the whole-of-loan sale is expected by the end of May 2026. No paywall, no cost, just the news that matters.