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| | | ... targeted at clients with simple financial needs. As such we have no immediate plans to consider the more complex features currently offered by full-service platforms," the spokesperson said. Betashares said it "invested heavily" in the technology and ... |
| | | | ... reached preservation age even though he knew this was not true and other requirements must be met. Bhandari is also currently facing criminal charges in the Magistrates' Court of Victoria, which were laid in July 2022, in relation to the unlicensed ... |
| | | | ... Bequests: Making Giving Easy report explains that the procedure for bequeathing superannuation to charities is complex; currently, individuals can't directly allocate funds from any remaining super to charities posthumously. Instead, individuals must ... |
| | | | ... super, master trust, and investments functions. She will also be a member of the group executive committee. Howes is currently a partner at KPMG's superannuation and actuarial practices, a role she's held since April 2022. Before that she spent ... |
| | | | ... though a client's existing SMSF might be managing the loan, many are not informed about the interest rate they are currently on. "This set-and-forget mentality could mean some clients are on a rate without questioning it," he said. "Our new SMSF ... |
| | | | ... long/short investment process to Watermark, there will be changes that investors should consider. For example, WARF currently employs a 'variable beta' strategy where the fund's market exposure or 'beta' is actively managed. Watermark has retained very ... |
| | | | ... outflows between now and 2040. Capgemini's World Life Insurance Report 2023 shows policyholders aged 65 and over currently own about 40% of insurers' assets under management. For the top 40 insurers globally, this equates to US$7.8 trillion ... |
| | | | ... accepted security includes residential, industrial, commercial, and retail property as well as development sites. It currently does not offer construction loans. "Ultimately, our goal is to collaborate with borrowers to ensure a mutually beneficial journey ... |
| | | | ... aims to address the lack of access to these assets in the Australian market, Bennelong said. Further, the segment also currently offers attractive spreads for investors relative to their long-term average. Bennelong chief executive John Burke, who took ... |
| | | | ... Bank, the New South Wales Treasury, the Australian Government Department of Finance, The GPT Group, and Suncorp Group. Currently, he serves as Heritage and People's Choice chair, Resolution Capital chair, and icare (Insurance and Care NSW) deputy ... |
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