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Showing 111 - 120 of 3472 results for "February"

Munro Partners launches new fund

CHLOE WALKER  |  WEDNESDAY, 1 NOV 2023
... fund manager, like Qiao, manage the strategy and investment team, will be a real advantage." Ma joined Munro Partners in February, after close to six years working at Melbourne-based investment firm Cooper Investors. Before that, Ma served as Jericho ...

CFA final exam pass rate declines

CHLOE WALKER  |  THURSDAY, 26 OCT 2023
... just under half (47%) passed. This is below the 48% and 49% pass rate for those who sat the Level III exam this past February and August of last year, respectively. It is also lower than the 10-year average pass rate of 52%. However, it was higher than ...

Renato Mota to leave Insignia Financial

JAMIE WILLIAMSON  |  FRIDAY, 20 OCT 2023
After two decades with the business, Insignia Financial chief executive Renato Mota will exit in February 2024. In an ASX announcement, Insignia said the decision was a mutual agreement between the business and Mota. It has already commenced the search ...

Super tax change to impact SMSF members: Research

CASSANDRA BALDINI  |  WEDNESDAY, 11 OCT 2023
... assets. This new tax could significantly impact a farmer's yearly retirement earnings, potentially exceeding them." On February 28, the government announced from 1 July 2025 a 30% concessional tax rate will be applied to future earnings for superannuation ...

Link Fund Solutions sale completes

CHLOE WALKER  |  TUESDAY, 10 OCT 2023
... Having sought a buyer since October 2022, the sale of the troubled Fund Solutions arm to Waystone was first announced in February, after a long battle with the UK's Financial Conduct Authority (FCA) about its role as an authorised corporate director ...

Farmers distressed by superannuation tax overhaul

ANDREW MCKEAN  |  THURSDAY, 5 OCT 2023
... super, Labor is also coming for the unrealised increased value of assets in a SMSF, which sets a dangerous precedent." On February 28, the government announced from 1 July 2025 a 30% concessional tax rate will be applied to future earnings for superannuation ...

ASIC bans former risk adviser

CASSANDRA BALDINI  |  THURSDAY, 5 OCT 2023
... authorised representatives of Insurance Advisernet Australia Pty Limited (IAA). ASIC found that from 30 July 2019 to 12 February 2021, Durant instructed clients to deposit money, intended as payment of insurance premiums, into his personal bank account ...

Super funds offer merger update

JAMIE WILLIAMSON  |  TUESDAY, 3 OCT 2023
... Retirement Trust (ART), Commonwealth Bank Group Super has told members they will transfer to the industry fund next month. In February, CBA Group Super announced it was exploring a merger with ART, before signing a non-binding heads of agreement on June ...

NAB to pay $2.1m for knowingly overcharging customers

JAMIE WILLIAMSON  |  FRIDAY, 22 SEP 2023
... such conduct, though this was labelled "without question, woefully insufficient." Between at least 20 July 2007 and 22 February 2019, NAB's terms and conditions stated NAB would charge $1.80 for periodic payments to other accounts within NAB and ...

Count to take over Diverger

KARREN VERGARA  |  FRIDAY, 22 SEP 2023
... expand, attempting to acquire Centrepoint Alliance, but ultimately fell through. The deal is set to be implemented in February 2024.