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Showing 131 - 140 of 653 results for equity trustees/

IOOF moves forward with rebrand

KARREN VERGARA  |  FRIDAY, 26 NOV 2021
... Advice, Millennium3, Consultum, Godfrey Pembroke, Australian Executor Trustees, Intermede Investment Partners, Fairview Equity Partners, Presima Inc, Orchard Street Investment Management and Antares will continue as is. Subject to ASIC's approval ...

MSC Trustees strengthens relationship management efforts

JAMIE WILLIAMSON  |  FRIDAY, 12 NOV 2021
MSC Group has added a new relationship manager, joining the firm after 18 years at Equity Trustees. Rebecca McGrath has taken on the role at MSC Trustees, effective this month. Previously, McGrath spent more than 18 years at Equity Trustees in a host ...

$450 super threshold to be scrapped

ELIZABETH MCARTHUR  |  THURSDAY, 28 OCT 2021
... employer. "This will remove a structural discrimination that has been part of the superannuation system since 1992, improve equity in the superannuation system and increase the economic security of women in retirement," Hume said. Also in the bill, the ...

Harvey Kalman joins Raiz

ELIZABETH MCARTHUR  |  MONDAY, 25 OCT 2021
Former Equity Trustees global head of business development Harvey Kalman will chair Raiz Invest. Kalman is currently board member and chair of the audit and investments board committee for the Menzies Foundation and chair of the Financial Planning Advisory ...

Super funds to front committee hearing

JAMIE WILLIAMSON  |  FRIDAY, 17 SEP 2021
... and influence (for example a 10% or 15% shareholding) would obviously also produce no evidence of common ownership in our equity portfolio." The full lineup on the day, in order of appearance, is set to be Hostplus, AustralianSuper, Aware Super, IFM ...

New RE mandate for Equity Trustees

ELIZABETH MCARTHUR  |  THURSDAY, 9 SEP 2021
Equity Trustees has been appointed as a responsible entity for a wealth manager launching a new offering in Australia. Haven Wealth Partners has appointed Equity Trustees as it launches its first fund in Australia. The Haven Wealth Partners Ethical ...

Pain ahead for super trustees on unlisted valuations

KANIKA SOOD  |  MONDAY, 6 SEP 2021
... review found that their policy processes and governance were deficient," she said. "...We were disappointed that member equity issues didn't feature prominently for trustees in how they approached revaluations and this must change." A source said ...

YFYS spurs half to change asset mix

KARREN VERGARA  |  THURSDAY, 2 SEP 2021
... tweaking long-term policy style benchmarking and apply it at any level, it needs to be done simply," Mead said. Starting with equity risk premium, Mead said most will argue that it is on the "expensive side of fair if not outright expensive." History ...

New role for Harvey Kalman

ELIZABETH MCARTHUR  |  TUESDAY, 31 AUG 2021
Former Equity Trustees global head of business development Harvey Kalman has joined a debt and special opportunities investment manager. He joins Arbitrium Capital Partners as non-executive director and chair of its credit risk committee. In July this ...

Elston hires head of philanthropic services

JAMIE WILLIAMSON  |  WEDNESDAY, 25 AUG 2021
... our community," he said. Just last month Elston's manager, NFP and philanthropic services Amanda Sartor joined Equity Trustees as a senior relationship manager in the charitable trusts and philanthropy team.