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Showing 1 - 10 of 100+ results for Mark Smith:
Industry leaders in sales and marketing recognised at MAX Awards
By Mark Smith  |  In General
12:14 pm
Yesterday
The best of the industry's marketing, sales and advertising professionals were recognised at the annual MAX Awards in Sydney last night. At a gala dinner held at the Museum of Contemporary Art hosted by comedian and TV personality Peter Berner ... Read more
Clime director steps down
By Mark Smith  |  In Executive Appointments
12:33 pm
Wed, 22 June
One of the directors of listed fund manager Clime Investment Management has retired from their role. Finance director and 25-year industry veteran Richard Proctor stood down from his director responsibilities on 21 June. He continues in his role as ... Read more
Two advice firms to get managed accounts
By Mark Smith  |  In Financial Planning
12:33 pm
Wed, 22 June
Advice firms Choice Capital and Ashfords Wealth Advisors will have access to a diversified suite of SMAs managed by Beulah Capital. Non-institutional platform provider, Netwealth, has teamed up with Beulah Capital, to launch two new private label ... Read more
Cbus grows investment strategy team
By Mark Smith  |  In Executive Appointments
12:32 pm
Wed, 22 June
Cbus expanded its investment strategy team with the creation of a new senior equities research analyst role. Ramanan Sooriyakumar joins the $33 billion industry super fund from Goldman Sachs in Melbourne where he was an executive director and lead ... Read more
APRA outlines plans to refocus Appointed Actuary role
By Mark Smith  |  In Regulatory
12:31 pm
Wed, 22 June
The Australian Prudential Regulation Authority (APRA) has proposed improvements for the Appointed Actuary role within insurance companies. The Appointed Actuary is a mandatory position insurers must have to provide independent, expert advice to ... Read more
Lost super campaigns have much further to go
By Mark Smith  |  In Superannuation
12:41 pm
Tue, 21 June
Despite engagement campaigns by numerous super funds helping members unearth lost super, $13.5 billion across 1.289 million accounts still remains in limbo, according to figures released by Westpac. In its 2016 Westpac Lost Super Report, the bank ... Read more
Indigenous super event expands to Melbourne
By Mark Smith  |  In Superannuation
12:40 pm
Tue, 21 June
First Nations Foundation has expanded its Big Super Day Out, an event which focuses on Indigenous superannuation, to Melbourne for the first time. The Big Super Day out is a free Indigenous community event designed to encourage First Australians to ... Read more
Topdocs extends ABN and TFN automation
By Mark Smith  |  In Technology
12:28 pm
Mon, 20 June
Following on from its automation of the Australian Business Number and Tax File Number application process for SMSFs, Topdocs has now extended the time saving feature to companies and trusts in what it says is an industry first. With over 200,000 ... Read more
MSCI delays China A shares inclusion in indices
By Mark Smith  |  In Investment
11:46 am
Fri, 17 June
Global index provider MSCI has delayed including mainland China-listed equities, known as A shares, in its MSCI Emerging Markets Index. Over recent months Chinese authorities have introduced significant improvements in the accessibility of the ... Read more
SMSFA hires technical head from MLC
By Mark Smith  |  In Executive Appointments
11:45 am
Fri, 17 June
The SMSF Association has appointed one of its former directors from MLC to head up its technical team. Peter Hogan is leaving his role as national manager of SMSF advice at MLC Technical to return to the industry body he was a director of between ... Read more
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