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Showing 1071 - 1080 of 6996 results for "platform"

Pengana launches new term account

ELIZA BAVIN  |  WEDNESDAY, 12 JUN 2024
... difficult to access and make it available to anyone who is looking to have their savings work for them. "The TermPlus platform itself is totally unique and offers investors a great range of account features." Pengana Capital chief executive Russel Pillemer ...

Performance test covers managed accounts, SMAs: APRA

KARREN VERGARA  |  WEDNESDAY, 12 JUN 2024
... used for the performance test. In the 12 months to March 2024, APRA used 0.274% for MySuper products, 0.2604% for non-platform TDPs, and 0.505% for platform TDPs. APRA uses trustee data as at August 15 each year to make its assessments. It notifies trustees ...

GST rebate changes worsens cost of advice: SMSFA

KARREN VERGARA  |  TUESDAY, 11 JUN 2024
... the cost of financial advice, according to the SMSF Association (SMSFA). In a few weeks' time, superannuation funds and platform providers will no longer be able to claim a rebate for the GST component of adviser fees deducted from a member's super account. ...

AMP North launches new tool

ANDREW MCKEAN  |  FRIDAY, 7 JUN 2024
... super in one workflow for eligible accounts," AMP said. This tool helps advisers manage recontributions, stay within the platform, avoid buy/sell costs, and enhance their strategic advice for clients. "Adviser feedback is so critical to the way in which ...

EQT updates on Australian Executor Trustees acquisition

ELIZA BAVIN  |  THURSDAY, 6 JUN 2024
... Australian Executor Trustees (AET). At the time of acquisition, Equity Trustees announced its intention to exit the AET platform business and outsource the administration of the Small APRA Funds (SAFs) business - a portfolio of more than 400 funds and ...

Regal Partners acquires Merricks Capital

ELIZA BAVIN  |  MONDAY, 3 JUN 2024
Regal Partners has announced it will acquire 100% of hard asset investment specialist Merricks Capital for approximately $235 million. As at April 30, Merricks managed approximately $2.9 billion in capital across three dedicated funds and a number of ...

Brookfield bids for majority stake in Neoen

ANDREW MCKEAN  |  FRIDAY, 31 MAY 2024
Brookfield and its institutional partners have lobbed a bid to acquire a 53% majority stake in French renewable energy company Neoen from current owners, including Impala, the investment vehicle of French entrepreneur Jacques Veyrat and his family ...

BT Panorama launches first-of-its-kind private market managed account

ANDREW MCKEAN  |  THURSDAY, 30 MAY 2024
BT has launched the Drummond Private Markets Separately Managed Account (SMA) on the BT Panorama platform, offering high-net-worth (HNW) clients access to a portfolio of private equity, private debt, and real assets. BT head of managed accounts Zac ...

REIT returns to come back strong: Expert

ELIZA BAVIN  |  WEDNESDAY, 29 MAY 2024
Real estate has not been the most sought-after asset in the wake of a higher interest rate environment globally, but times are changing according to one expert. Dexus Global REIT Fund portfolio manager David Kruth told Financial Standard that while ...

Market pessimism over Insignia 'overblown'

ELIZA BAVIN  |  WEDNESDAY, 29 MAY 2024
... see outflows decrease. "The proportion of funds in newer platforms with better features and lower fees is growing. Its platform market share looks to be steadying from consecutive declines. The advice business achieved EBITDA profitability in first half ...