Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1151 - 1160 of 18255 results for "Plan"

Fund manager splashes $240m on AZ NGA

KARREN VERGARA  |  TUESDAY, 1 OCT 2024
A global investment manager has injected $240 million in AZ Next Generation Advisory (AZ NGA) and will become its largest shareholder. Oaktree Capital Management will help AZ NGA further expand its reach as its growth and succession partner, taking ...

Retirement calculators 'can't be counted on': SCA

ANDREW MCKEAN  |  MONDAY, 30 SEP 2024
... findings cast doubt on whether super funds have the capability to provide quality tools and guidance to help their members plan for retirement," SCA chief executive Xavier O'Halloran said. Most calculators offered no guidance to help people work out ...

ETFs preferred vehicles for Aussie, US advisers: Surveys

KARREN VERGARA  |  MONDAY, 30 SEP 2024
The low-cost features of exchange-traded funds (ETFs) continue to attract the glut of financial advisers both here and overseas as only a minority now shun the investment vehicles, new surveys find. The portion of advisers canvassed in VanEck's ...

eToro acquires Spaceship, sets sights on super sector

JAMIE WILLIAMSON  |  FRIDAY, 27 SEP 2024
... brand will remain in place. Under the deal, eToro will take over ownership of Spaceship Super, which merged to become a sub-plan of OneSuper earlier this year. It will provide Spaceship users with access to eToro's multi-asset investment platform ...

Mercer names investment solutions lead

ELIZABETH FRY  |  FRIDAY, 27 SEP 2024
Mercer Australia has promoted one of its senior consultants to head of wealth management investment solutions in a bid to increase bench strength in that business. Rebecca Jacques takes on the new role after six years with the firm. Mercer's chief ...

ACCC approves Lendlease, Stockland property deal

ANDREW MCKEAN  |  FRIDAY, 27 SEP 2024
The Australian Competition and Consumer Commission (ACCC) won't block Stockland and Thai property developer Supalai's plan to acquire 12 of Lendlease's 16 residential community projects, but there are strings attached. The masterplanned communities ...

Pitcher Partners executives launch advice firm

KARREN VERGARA  |  FRIDAY, 27 SEP 2024
Three Pitcher Partners executives have set off to launch Viola Private Wealth, an ultra-high-net-worth financial advice firm spearheaded by Charlie Viola. Viola, together with founding partners Sean Ward and Andrew Levi, bought out operational aspects ...

Platinum quashes Regal bid

ANDREW MCKEAN  |  THURSDAY, 26 SEP 2024
Platinum Asset Management has rejected alternatives investment manager Regal Partners' takeover bid. Platinum's board unanimously decided that Regal's offer undervalued the company and wasn't in the best interests of shareholders. "The board of Platinum ...

ATO revises advice fee tax deductibility rules

JAMIE WILLIAMSON  |  THURSDAY, 26 SEP 2024
The Australian Taxation Office (ATO) has confirmed financial advice fees for tax-related guidance are deductible where the advice is provided by a Qualified Tax Relevant Provider (QTRP). Releasing a final guidance yesterday, the ATO said: "Fees for ...

Family office, KKR buy up regional Queensland airports

JAMIE WILLIAMSON  |  THURSDAY, 26 SEP 2024
The Infrastructure Fund (TIF), Australian Retirement Trust (ART) and State Super have offloaded Queensland Airports to private equity giant KKR and Atlassian co-founder Scott Farquhar's family office, Skip Capital. Queensland Airports comprises Gold ...