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Showing 101 - 110 of 4706 results for %22Class A%22

Caddick SMSF clients should recoup all funds: Lawyer

KARREN VERGARA  |  FRIDAY, 15 DEC 2023
... good indications that Melissa Caddick's victims will recoup most of their funds, the lawyer spearheading the latest class action believes that SMSF clients should get all their money back. Michael Chapman, a director at Melbourne-based law firm Mackay ...

Morningstar reveals Australian equities upgrades, downgrades

ANDREW MCKEAN  |  FRIDAY, 15 DEC 2023
... share classes across three strategies and downgraded 10 share classes across 10 strategies. Realindex Australian Share Value Class A was called an excellent choice for investors seeking a value leaning or core domestic exposure at an attractive price. ...

IFM Investors appoints diversified credit leads

ELIZABETH FRY  |  FRIDAY, 15 DEC 2023
... Investors has made a few significant changes to its Australian diversified credit team to help drive growth in the asset class. The industry fund-backed investor has appointed Lillian Nunez and Hiran Wanigasekera as co-heads of the business. The duo ...

BT signposts key issues for advisers in 2024

ANDREW MCKEAN  |  THURSDAY, 14 DEC 2023
BT has forecast that the unexpected surge in Australian property values, fuelled by population growth and a housing shortage in major cities, is set to galvanise financial advice discussions focused on superannuation and tax strategies. "Good old real ...

AustralianSuper supersizes Churchill Asset Management mandate

ANDREW MCKEAN  |  WEDNESDAY, 13 DEC 2023
... assets." AustralianSuper, which manages over A$7 billion in private credit globally, hopes to triple its exposure to the asset class, through a combination of direct lending through its in-house investment team and strategic partnerships. The fund believes ...

UK to overhaul advice affordability, access

KARREN VERGARA  |  TUESDAY, 12 DEC 2023
... Outcomes report sets out a number of changes that include offering better scaled or limited scope advice, and introducing a new class of "qualified advisers" who can offer simple personal advice but not charge fees in return.

Federal Court approves BT Super $30m settlement

KARREN VERGARA  |  TUESDAY, 12 DEC 2023
The Federal Court approved the $29.95 million class action settlement against Westpac after subsidiaries BT Funds Management (BTFM) and Westpac Life Insurance Services (WLIS) allegedly failed to manage conflicts of interest when investing BT Super member ...

Betashares launches 'industry first' bond funds

ANDREW MCKEAN  |  MONDAY, 11 DEC 2023
... investments. Cash and fixed income investing has notably gained traction among Australian ETF investors this year, with the asset class attracting $5.6 billion in net inflows in the calendar year to October 31. Notably, Betashares is the biggest beneficiary ...

GSFM to distribute Access Capital Partners offering to HNWs

CHLOE WALKER  |  FRIDAY, 8 DEC 2023
... market," McIntyre said. "The addition of ACP to our existing fund manager line-up means we can offer a new and different asset class of European private assets to investors." McIntyre said ACP's investment team has gained deep knowledge of European infrastructure ...

QAR final response winds clock back, says FAAA

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2023
... response to the QAR, which included allowing superannuation funds to provide personal financial advice to members via a new class of financial adviser. "There is little detail available at this stage, but on the face of it we are deeply concerned at ...