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Showing 81 - 90 of 2015 results for "Roll"

Rainmaker MySuper index outdoes S&P ASX 200

ANDREW MCKEAN  |  FRIDAY, 23 JUN 2023
The Rainmaker MySuper index reported a 0.6% return for the year to 31 March 2023, continuing its series of positive rolling annual returns. The MySuper index surpassed the broader S&P ASX 200 market index, which posted a 0.1% return over the same duration. ...

AMP rolls out new North features

CHLOE WALKER  |  THURSDAY, 15 JUN 2023
In a bid to improve advice practice efficiency, AMP introduced a new Record of Advice (ROA) process to the platform, while also upgrading its MyNorth Lifetime Super Calculator. The new ROA template contains pre-formatted tables and charts detailing ...

Infratil buys Brookfield stake in telco business

CHLOE WALKER  |  THURSDAY, 15 JUN 2023
... One New Zealand with Brookfield in 2019, we have invested meaningful capital to support network expansion, including the roll-out of 5G, and are pleased to now assume full ownership of the business," Morrison & Co (manager of Infratil) chief investment ...

Sequoia backs budding investment manager

CASSANDRA BALDINI  |  TUESDAY, 13 JUN 2023
The listed wealth manager has acquired a stake in a recently launched investment manager and will support the roll-out of three new funds. Sequoia has bought 20% of Euree Asset Management for a cash consideration of $500,000. Euree was formed at the ...

Director banned for eight years

CHLOE WALKER  |  TUESDAY, 13 JUN 2023
... misleading statements in relation to these investment opportunities. "Fox represented to several investors that they could roll over their investments in older property schemes into the Pleasure Point Mine Unit Trust, on similar terms to their existing ...

Director charged over illegal investment scheme

JAMIE WILLIAMSON  |  THURSDAY, 8 JUN 2023
... between 2017 and 2021, Arandez promoted and carried on a financial services business at which he directed several clients to roll over their superannuation into new SMSFs and invest in a variety of businesses he controlled. It is further alleged he misrepresented ...

Generation Life rolls out product enhancements

ANDREW MCKEAN  |  WEDNESDAY, 7 JUN 2023
Generation Life has unveiled the next generation of its LifeIncome offering, introducing a new tool for financial advisers. LifeIncome was launched last year on the GBST cloud-based wealth administration platform, Composer. Responding to feedback from ...

ASIC bans former Madison adviser

CASSANDRA BALDINI  |  TUESDAY, 6 JUN 2023
Brisbane-based financial adviser Stephen Vick received the ban for recommending his clients roll over their existing superannuation to a newly established self-managed superannuation fund (SMSF) and borrow to invest in residential property. The regulator's ...

AI in ESG: Risk or opportunity?

ROSE MARY PETRASS  |  MONDAY, 5 JUN 2023
... obviously creates issues in terms of issue diagnostics, trust, accountability when something goes wrong, and large scale roll out. "The other challenge is that AI development is currently well ahead of regulation and universal controls. It's important ...

Italian private credit fund brings unique offering down under

CHLOE WALKER  |  TUESDAY, 30 MAY 2023
Muzinich and Co is rolling out its MLoan fund to Australian investors, expected to be available in July. MLoan, which replicates Muzinich's parallel lending strategy launched in 2018, invests predominately in private European senior secured, floating ...