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Showing 101 - 110 of 551 results for %22Estate Planning%22

New boutique launches with Channel Capital

KANIKA SOOD  |  FRIDAY, 6 DEC 2019
... Radek Sali. The Impact Fund has three former Goldman Sachs investors at the helm and will invest in infrastructure and real estate opportunities that are focused on making a positive impact. The fund is targeting 7% to 11% per annum in returns, with ...

Politician urges Treasurer to protect advisers

ELIZABETH MCARTHUR  |  FRIDAY, 22 NOV 2019
... not participate in areas covered in the new courses such as financial markets, financial products, Centrelink, estate planning and tax." She said the group of her constituents have expressed concern over the recommendation from the Royal Commission that ...

Superannuation expert joins law firm

KANIKA SOOD  |  THURSDAY, 14 NOV 2019
... SUPERCentral's main business is helping with legal documentation for SMSFs, via financial advisers. It also does estate planning and wealth management compliance documentation. Its legal team has seven people.

Stanford Brown eyes expansion

KANIKA SOOD  |  TUESDAY, 15 OCT 2019
... to spin out money management, with almost none managing money themselves 10 years from now. But it does not see estate planning and legal coming together. It advises on $1.5 billion in investments, only half of which is now managed through active man ...

Allianz Retire+ bolsters distribution team

ELIZABETH MCARTHUR  |  THURSDAY, 10 OCT 2019
... experience in finance. She joins Allianz Retire+ from Equity Trustees, where she was responsible for distributing estate planning and trustee services to licensees and financial advisers. Prior to that, Orrell had roles with Zurich Investments and BT ...

Macquarie unveils green ambitions in New York

HARRISON WORLEY  |  FRIDAY, 27 SEP 2019
... are increasingly broadening our focus by seeking new solutions to emissions reduction across agriculture, waste and real estate and working to ensure our infrastructure investments are more climate resilient."

Pinnacle boutique readies investment rejig, fee cut

KANIKA SOOD  |  TUESDAY, 10 SEP 2019
... The Resolution Capital Core Plus Property Securities Fund - Series II currently invests predominately in ASX-listed real estate investment trusts (A-REITs) and real estate securities, with the ability to invest up to 20% globally in similar securities. ...

Priced out: Advice affordability at risk

ELIZABETH MCARTHUR  |  MONDAY, 9 SEP 2019
... tape, the added costs, the business costs, getting new employees in this business. It's easier to go out and sell real estate," he says. Tynan is regularly consulting with advisers who need to sell large portions of their book they can no longer ...

Hejaz climbs Islamic fund ladder

KRISTI CHENG  |  THURSDAY, 29 AUG 2019
... our growth targets for the new fiscal year." Hejaz also provides Islamic compliant financial advice, accounting, estate planning and tax services. The company is set to expand their offering in the next 12 months to include real estate, insurance and ...

AMP Capital restructures real estate arm

HARRISON WORLEY  |  FRIDAY, 16 AUG 2019
AMP Capital has made several changes to the leadership of its real estate arm, amid a realignment of the business unit. The global investment manager has split its real estate business into two specialist sectors: retail, and office and logistics. As ...