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| | | ... strategies. "We are delighted to grow our partnership with ASRS through this additional mandate and thank them for their continued trust in investing for their scheme members," Shire said. "As investors seek opportunities beyond direct lending strategies ... |
| | | | ... several changes that include how the minimum tax will work, what types of trusts and income should be excluded and how a fixed trust should be defined. The treatment of income tax-exempt entities and excess franking credits, as well as roll-over relief ... |
| | | | ... also working with not-for-profit organisations like Aspect. What we're seeing is a really positive trend towards more trust-based giving." From an investment perspective, the fund has navigated a volatile first year that included market disruptions ... |
| | | | Australian Philanthropic Services (APS) has appointed a new chief executive, with current chief Judith Fiander set to retire in February 2027 after leading the organisation through a period of growth in structured philanthropy. Lisa George will succeed ... |
| | | | Banned SMSF auditor Kirstian Convery has been sentenced to 60 hours of unpaid community work after pleading guilty to continuing to act as an auditor while disqualified and falsifying audit documents. Convery was convicted by the Melbourne Magistrates ... |
| | | | State Super, the SAS Trustee Corporation, has named a new member of its board, saying the appointment will add to the trustee's governance structure. Pharmacy Guild of Australia (NSW Branch) state director Daniel Kicuroski will join the board, adding ... |
| | | | ... $705 million into Nuveen's Arcmont Asset Management European direct lending strategy. Brighter Super, JANA Private Credit Trust and two other Australian institutional investors have committed to the strategy, which targets senior secured unitranche and ... |
| | | | ... funds grew by 10% over the period to $653.8 billion. There are only two corporate funds left in Australia - the Mercer Super Trust and Russell Investments Master Trust. Mercer Super Trust has more than $71 billion in assets under management while the ... |
| | | | ... and investment landscape is changing rapidly, it's critical advisers have an experienced partner they can rely on and trust," Neil said on LinkedIn. "With more than 40 years of support for the wealth industry and with leading solutions such as Macquarie ... |
| | | | ... measured not only by the business he helped build, but by the people he developed, the relationships he nurtured, and the trust he earned throughout the region and across our firm," Schlossberg said. Franc has held senior responsibilities across Invesco's ... |
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