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| | | ... global custodian to Milford Asset Management, servicing all its Australian and New Zealand funds across 24 markets. Its total funds under management exceed $16 billion. Milford said it was looking for an asset servicing partner with a complimentary Trans-Tasman ... |
| | | | ... non-concessional contribution bring-forward provisions will increase from $330,000 to $360,000. Also from this date, the total superannuation balance thresholds used to determine the maximum amount of bring-forward non-concessional contributions available ... |
| | | | ... by 30 June 2024. If they have, then the $330,000 limit will still apply. The increase does not apply to the $1.9 million total super balance limit, however lower sub-limits will apply due to being based on the contribution caps. Aware Super general manager ... |
| | | | ... well-positioned to assist clients achieve their investment outcome objectives," she said. As of 30 December 2023, JANA's total funds under advice was over $1.3 trillion. According to research from Rainmaker Information, JANA holds a commanding market ... |
| | | | ... newly set up SMSFs were more likely to engage in such behaviour as opposed to established funds. About two thirds of the total $930 million that was at risk over these years relates to individuals entering with no genuine intention to run an SMSF, Rosenzweig ... |
| | | | Some of the nation's leading economists shared their Factor-X - also known as an X-factor - for the year ahead at this morning's Chief Economists Forum in Sydney, led by the man who coined the term, industry veteran Don Stammer. Appearing at his 18 ... |
| | | | ... Australia reporting non-bank lending constitutes a minor portion of the Australian financial system - approximately 5% of total assets - the sector has experienced rapid growth since 2015. Madigan anticipates this trend to continue, driven by factors ... |
| | | | ... completed a merger during the year, Hostplus now joins Aussie as a top five fund megalith based on its scale combining both total membership and assets," Perple founding director John Myers said. Conversely, the funds that experienced the worst nominal ... |
| | | | Australians want total control over how they spend their retirement savings but are willing to seek professional advice to do so, a new Financial Services Council (FSC) survey finds. The poll of 2500 superannuation members conducted by C|T Group found ... |
| | | | ... leverage scale and manager relationships to deliver zero or discounted platform administration fees to clients, targeting a total cost to client of less than 1%. For retirement products, AMP's MyNorth Lifetime leads the way in offering a guaranteed stream ... |
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