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Showing 91 - 100 of 31645 results for "Fund"

Trustee valuation processes 'concerning': APRA review

JAMIE WILLIAMSON  |  TUESDAY, 17 DEC 2024
Many superannuation trustees have been told they must improve their valuation governance practices, with APRA finding just 11 have dedicated valuation committees while others involve staff members whose remuneration is tied to asset values in the process. ...

Cost-of-living worries drain retirement confidence: MFS

KARREN VERGARA  |  TUESDAY, 17 DEC 2024
... assets will provide sufficient cash flow throughout retirement. Among the Millennials surveyed, many turn to their super fund for advice as well as financial publications. Almost one-in-five Gen Xers (aged between 44 and 59) said they don't use any ...

JBWere partners to launch fixed income funds

MATTHEW WAI  |  TUESDAY, 17 DEC 2024
... credit options amid growing demand for the asset class. The product suite, which includes the UBS JBWere Australian Credit Fund and the UBS JBWere International Credit Fund, will be available exclusively to JBWere's wholesale clients this month. Under ...

Oaktree completes $240m AZ NGA deal

MATTHEW WAI  |  TUESDAY, 17 DEC 2024
... years, through a combination of M&A and organic growth, and our strategic partnership with Oaktree gives us the capital to fund our short-to-medium term plans and continue enhancing our proposition to accounting and advice businesses," Barrett said. ...

Invest Blue expands offering with new acquisition

ELIZA BAVIN  |  TUESDAY, 17 DEC 2024
Invest Blue - part of Ironbark Group - has announced the acquisition of wealth protection and estate planning provider Lambert Group. Lambert Group has a client portfolio of 700 families, coupled with a strong referral network and an experienced team ...

BNP Paribas secures Insignia mandate

ELIZA BAVIN  |  TUESDAY, 17 DEC 2024
... simplification strategy, we undertook a review of our custody and related services arrangements," Insignia Financial general manager, fund accounting and operations Kirk Newey said. "Following an extensive tender process, we chose BNP Paribas' Securities ...

Chalmers unveils new-look RBA boards

ELIZA BAVIN  |  MONDAY, 16 DEC 2024
Treasury has appointed two new members to the Reserve Bank of Australia's (RBA) monetary policy board as well as announcing who will take on roles on the governance board. This comes after a review of the RBA suggested splitting to board in two ...

Betashares terminates nine funds

ANDREW MCKEAN  |  MONDAY, 16 DEC 2024
... Payments ETF (IPAY), Future of Food ETF (IEAT), Solar ETF (TANN), Metaverse ETF (MTAV), Betashares Martin Currie Equity Income Fund (managed fund) (EINC), and Betashares Martin Currie Real Income Fund (managed fund) (RINC). Investors in the funds, which ...

CapitaLand buys Wingate, expands local presence

MATTHEW WAI  |  MONDAY, 16 DEC 2024
... statement said. The pair has collaborated previously; CLI closed its Australia Credit Program - the group's maiden credit fund - in September, which was conceived and originated in partnership with Wingate. Further, the acquisition has strategically ...

FSCP reprimands two advisers for sloppy tax advice

KARREN VERGARA  |  MONDAY, 16 DEC 2024
... failed to obtain or consider the client's superannuation assets in the Public Sector Superannuation Scheme (PSS) pension fund. Consequently, the client needed to withdraw $120,735 from the super account and pay a tax bill on the associated earnings of ...