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| | | FinCap Australia has appointed a new head of portfolio construction and investment solutions for its private assets managed accounts (PAMA) platform, designed for wholesale and professional investors. Ben Davis brings more than 25 years' experience ... |
| | | | ... announcement this morning, Equity Trustees said it is reviewing the strategic direction of its Superannuation Trustee Services division. The group said its results were impacted by costs associated with the Shield and First Guardian matters. So far it ... |
| | | | With the Division 296 superannuation tax soon becoming a reality, members with large sums of wealth must consider their tax planning and retirement strategies and act with urgency, according to an SMSF expert. At the SMSFA National Conference this morning ... |
| | | | ... a key growth opportunity, while also attracting emerging interest from Gen Z and Alpha. This is despite the proposed Division 296 tax implications and a broader industry discussion around super regulation," he said. There are currently 661,384 active ... |
| | | | ... at St George Bank, and most recently chief customer and engagement officer in Westpac's consumer and business banking division. The appointment completes Acenda's leadership team, which the group began assembling in October 2025 when the merger between ... |
| | | | ... unforeseen circumstances, a member's superannuation balance significantly declines during the income year," he said. "For Division 296 purposes, their tax liability will be calculated on their balance at the start of the income year meaning they could ... |
| | | | ... of its divestment of the North American and European public investments business to Nomura. In the investment banking division, Macquarie Capital, net profit was also substantially up on the prior corresponding period. This was driven by higher investment-related ... |
| | | | The federal government has endorsed a recommendation that the Department of Defence establish a dedicated division to deal with private investors to drive the delivery of infrastructure projects. The recommendation was made as part of a review of the ... |
| | | | ... pioneering spirit." MLC's parent Insignia Financial appointed Woodall to lead the superannuation and Master Trust division about 18 months ago. He joined joining Australian Retirement Trust where he served as chief commercial officer. |
| | | | ... noted that the retirement sector, specifically in superannuation, has been changing rapidly, with measures such as the Division 296 super tax coming into force soon. Although recent changes to the super tax were welcomed by the group, CA ANZ remains ... |
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