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Showing 1011 - 1020 of 2257 results for "Roll"

Software provider upgrades ahead of super deadline

JAMIE WILLIAMSON  |  MONDAY, 19 JUN 2017
... 5.0 feature to meet the incoming legislative requirements, having been restructured for efficiency. It also now features a roll-over function to enable experienced users to skip ahead while maintaining details for less experienced auditors. In doing ...

Equip confirms merger, names CEO and directors

EMMA RAPAPORT  |  MONDAY, 19 JUN 2017
... and ensure its success in a digital world. "Nick is supported by a strong team at Equip that has been able to continue to roll out new products, services and platforms while successfully bringing this merger to fruition. The Equip team will be supplemented ...

Super reforms hit parliament

EMMA RAPAPORT  |  MONDAY, 29 MAY 2017
A Bill containing key amendments to the 2016 Federal Budget including changes to transition to retirement pensions and pooled super trusts has been tabled in parliament. According to IOOF's head of technical services Martin Breckon, the amendments are ...

Bringing funds management to the masses

ALEX BURKE  |  FRIDAY, 26 MAY 2017
The Financial Services Council is aiming to make Australia's funds management industry more palatable to younger everyday consumers, arguing that investing in a managed fund is easier than buying a house. The FSC's Value of Professional Funds Management ...

Concerned HNWs rolling back property exposure

ALEX BURKE  |  FRIDAY, 26 MAY 2017
Client feedback at boutique property fund manager Forza Capital suggests high-net-worth investors believe commercial property assets are fully priced. These investors are, as a result, selling off the assets and retaining the proceeds as cash rather ...

Perennial micro-cap fund gets Lonsec tick

ALEX BURKE  |  MONDAY, 22 MAY 2017
Lonsec gave Perennial's new micro-cap trust a "Recommended" rating. The Perennial Microcap Opportunities Trust aims to outperform the S&P/ASX Small Ordinaries Accumulation Index after fees over rolling three-year periods by investing in 30 to 70 listed ...

Colonial First State upgrades managed accounts offering

JAMIE WILLIAMSON  |  MONDAY, 22 MAY 2017
New managed accounts capabilities will be rolled out across Colonial First State's FirstWrap and FirstChoice platforms ahead of managed accounts being made available on FirstChoice later this year. As part of a tailored solution for a range of licensees ...

Aussie hedge fund eyes US expansion

ALEX BURKE  |  FRIDAY, 19 MAY 2017
An award-winning Australian hedge fund manager is setting up shop in the US with a Manhattan office and new local and international hires. NWQ Capital Management, based in Perth and led by managing partners Jonathan Horton and Stuart McClure, has appointed ...

Industry fund appoints two directors

EMMA RAPAPORT  |  TUESDAY, 16 MAY 2017
An industry superannuation fund appointed two directors to its board, continuing its customer-centred focus on strategy, innovation and technology. Deirdre Wroth, a banking and wealth management executive with 28 years of experience, has been appointed ...

Netwealth adds multi-asset and equity solutions

JAMIE WILLIAMSON  |  MONDAY, 15 MAY 2017
Futuro Financial Services clients can now access a range of diversified portfolios from Joseph Palmer & Sons, with Netwealth securing another private label deal. The model portfolios were added to the Netwealth platform as part of a partnership with ...