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Showing 121 - 130 of 1189 results for "Brisbane"

SMSFA prepares delegates for major super tax reform

KARREN VERGARA  |  MONDAY, 5 FEB 2024
... as major reforms such as the $3 million superannuation tax changes loom. The SMSFA will host its flagship event at the Brisbane Convention and Exhibition Centre (BCEC) between February 21 and 23, with this year's theme urging the super and financial ...

Scarcity buys stake in asset manager

KARREN VERGARA  |  MONDAY, 5 FEB 2024
... specifically separately managed accounts (SMA). Founded in 2018, it now has 24 staff members based in Sydney, Melbourne, Brisbane, and New York. Evidentia founder and chief executive Peter Smith said: "Scarcity Partners brings long-term, supportive ...

Advice group awards mandate to JANA

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2024
... and portfolio construction, as well as reporting the group. Alteris has a team of 80, spread across offices in Sydney, Brisbane, Melbourne, Rockhampton, and Gladstone. It boasts total funds under advice of about $1.8 billion. The appointment followed ...

Legalsuper investment strategy lead departs

ELIZABETH FRY  |  FRIDAY, 19 JAN 2024
... fund manager. Trusler said the move to Rajomon is a "refreshing chapter" in her career. Rajomon recently helped fund Brisbane lending fintech WLTH's acquisition of home loan manager Mortgage Mart. Chief executive Glenn Fowles called Trusler a perfect ...

Australian Retirement Trust selects chief executive

JAMIE WILLIAMSON  |  THURSDAY, 14 DEC 2023
... moving up the ranks to become managing principal, consultancy services before joining Mercer in 1998. To be based in Brisbane, Anderson said he is delighted to be returning to Australia to take on the role, describing the appointment as an honour. "ART ...

Advisers, accountants ramp up partnerships

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2023
... industry's foray into the planning industry is only starting". In November, Prosperity Advisers Group merged with a Brisbane-based accounting firm P+Y Accountants and Business Advisors. ASX-listed Count ramped up its acquisition of accounting firms ...

Fahour takes top job at Gurner Group

CHLOE WALKER  |  THURSDAY, 7 DEC 2023
... a $2.8 billion Melbourne Square precinct. In June, GQ expanded its pipeline to 3650 apartments in both Melbourne and Brisbane, in a bid to deliver "much needed apartment stock" to the market.

Centrepoint Alliance acquires Financial Advice Matters

CASSANDRA BALDINI  |  THURSDAY, 9 NOV 2023
Centrepoint Alliance has entered into a binding agreement to purchase 100% of Brisbane-based financial advice firm Financial Advice Matters Group (FAM). Centrepoint Alliance said the transaction, subject to the fulfilment of closing conditions, should ...

Prosperity merges with accounting firm

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2023
Prosperity Advisers Group has merged with a Brisbane-based accounting and advisory firm. Prosperity has joined forces with Brisbane-based P+Y Accountants and Business Advisors. P+Y Accountants partners Brenden Yantsch and David Pennell and a team of ...

ISPT hires development lead, offloads asset

JAMIE WILLIAMSON  |  THURSDAY, 26 OCT 2023
... it was seeking buyers for four retail assets and one office building. Today it announced it has sold 170 Queen Street, Brisbane - also known as 170 Queen Street Mall. While it was not one of the five assets originally picked for divestments, it was acquired ...