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Showing 91 - 100 of 675 results for "Legacy"

CommSec names new chief economist

ELIZA BAVIN  |  MONDAY, 28 OCT 2024
... the financial markets, and a dedication to educating Australians on the importance of understanding the economy. "Craig's legacy goes beyond his economic forecasts - he's been a trusted voice during times of uncertainty. His clear, insightful analysis ...

Down but not out: Busting defined benefit myths

ANDREW MCKEAN  |  WEDNESDAY, 23 OCT 2024
... master trusts like Plum or Mercer Super Trust. This helps streamline operations and reduce the burden of managing these legacy structures, she said. Separately, the presence of DB components complicates mergers. Funds with DB obligations may struggle ...

Mutual Trust adds three partners

ELIZABETH FRY  |  MONDAY, 14 OCT 2024
... Limited in 2017, the firm has grown to over 200 employees across Melbourne, Sydney, Adelaide and Perth. "Mutual Trust has a legacy spanning over 100 years," Harkness added. "The recent appointments of Tanya, Beni, and Brendan mark a significant milestone ...

Tribel Advisory adopts estate planning solution

KARREN VERGARA  |  THURSDAY, 3 OCT 2024
... clients determine how they want their affairs and assets to be managed and distributed after they're gone, ensuring their legacy is honoured as they intended." Tribel has a network of accountants, advisers, and mortgage brokers located in offices nationwide. ...

Government consults on laxing legacy super product rules

ANDREW MCKEAN  |  WEDNESDAY, 18 SEP 2024
The government is consulting on new regulations to relax restrictions on legacy superannuation products which would allow individuals to exit unsuitable products and remove barriers to closing legacy funds. The purpose of the draft Treasury Laws Amendment ...

FAAA ramps up Dixon inquiry campaign

JAMIE WILLIAMSON  |  THURSDAY, 12 SEP 2024
... results, E&P Financial Group effectively wiped its hands of any ongoing Dixon Advisory turmoil, saying all outstanding legacy issues related to the collapse have been resolved. The FAAA recently met with Treasury in its efforts to have issues identified ...

Fitzpatricks appoints new chief

KARREN VERGARA  |  WEDNESDAY, 4 SEP 2024
... closely with everyone to drive our shared vision forward," Fairweather said. "I look forward to building on Jodie's legacy to continue the group's positive growth momentum as we advance our shared vision for Fitzpatricks Private Wealth and Atrium ...

E&P free of legacy issues, FUA jumps 26%

KARREN VERGARA  |  FRIDAY, 30 AUG 2024
... Keeble said: "Financial year 2024 was a transitional year, marked by several key developments as we resolved our outstanding legacy issues, reset our strategy for the future and solidified our core business. However, challenging market conditions impacted ...

FAAA calls on advisers: 'We ask for your support'

ELIZA BAVIN  |  FRIDAY, 9 AUG 2024
... expected to pick up the costs of claims after the scheme started - and instead launched the scheme with a "massive overhang of legacy compensation to be paid." He also called out the government for committing to picking up the first 12 months of costs ...

Maple-Brown Abbott sells to Antipodes

JAMIE WILLIAMSON  |  THURSDAY, 25 JUL 2024
... and evolved to be the diversified business we are today. "I have no doubt Maple-Brown Abbott is now positioned for this legacy to continue for many decades to come. "The transition to new ownership will improve Maple-Brown Abbott's market position ...