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Showing 121 - 130 of 3847 results for "Plans"

FEATURE: Fund admin | Tight Ship

KARREN VERGARA  |  FRIDAY, 24 OCT 2025
... superannuation platform last year, Apex is on track to achieve 20% annual organic sales growth over the next two years and plans to triple its headcount to 1000. Happell says success in superannuation member admin requires three components: technology ...

AustralianSuper pumps $1.1bn into fresh UK investment

ELIZA BAVIN  |  TUESDAY, 21 OCT 2025
... destination, with AustralianSuper on track to deploy more than £8 billion of new capital into the country by 2030. "With ambitious plans to scale, our new living sector platform is a clear demonstration of the fund's mature, international investment ...

Family trusts safe from reform for now: Mulino

JAMIE WILLIAMSON  |  THURSDAY, 16 OCT 2025
... was asked whether the government will now turn its attention to family trusts. In response, Mulino said: "There's no plans to look at anything other than the tax policies that we have on the agenda at the minute." Instead, he said the government ...

Equity Story to raise $3.5m to enter property sector

RIDDHIMA TALWANI  |  THURSDAY, 16 OCT 2025
Equity Story Group plans to raise up to $3.54 million through an entitlement offer to support the expansion of its funds management business, with a particular focus on entering the property sector. The stock market trading advice group will issue approximately ...

New 100% tariffs on China: Another TACO moment?

KARREN VERGARA  |  TUESDAY, 14 OCT 2025
... once again "chicken out"? Trump roiled investor confidence last week by threatening to whack 100% tariffs on China as it plans to restrict its rare earth mineral exports. What began as 10% tariffs on China at the start of the year escalated to 145% on ...

AZ NGA acquires majority stake in Geographe Financial Group

ANGELIQUE MINAS  |  TUESDAY, 14 OCT 2025
... and staff about the future. He added that M&A will be a big part of the firm's forward growth strategy. "We have ambitious plans to grow and add more planners, and also increase our productivity, efficiency and capacity by leveraging the resources, expertise ...

Full automation key for business success, but not investments

MATTHEW WAI  |  WEDNESDAY, 8 OCT 2025
... process, not just the outcome." Advice firms are using data, automation and AI to scan required disclosures in their financial plans or advice documents to flag any inconsistencies, automate compliance monitoring, conduct anti-money laundering checks ...

Aware Super enhances portfolio management capabilities

MATTHEW WAI  |  WEDNESDAY, 8 OCT 2025
... have to spend in retirement and how long it is expected to last in various scenarios. Aware Super also confirmed its merger plans with TelstraSuper yesterday, signing a Heads of Agreement to create an entity with nearly $235 billion in assets.

Aware Super, TelstraSuper advance merger plans

KARREN VERGARA  |  TUESDAY, 7 OCT 2025
Aware Super and TelstraSuper have moved to the next stage of their merger plans, signing a binding Heads of Agreement to create an entity with nearly $235 billion in assets. Providing an update to its members, TelstraSuper chief executive Chris Davies ...

Eildon recommends Samuel Terry takeover

KARREN VERGARA  |  TUESDAY, 7 OCT 2025
... existing board are unclear and may not be conducive to ongoing value creation for minority EDC securityholders." Samuel Terry plans to remove Eildon from the ASX as soon as it can do so. This may have "negative liquidity and possible value implications ...