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Showing 121 - 130 of 443 results for %22Trustee Partners%22

ATO backs SMSFs as strong retirement choice

ELIZA BAVIN  |  THURSDAY, 17 DEC 2020
The Australian Taxation Office assistant commissioner said he is focused on ensuring SMSFs remain a strong and credible retirement planning choice for Australians going forward. In an end of year message, assistant commissioner Justin Micale said as ...

AIST appoints two new executives

ELIZA BAVIN  |  TUESDAY, 15 DEC 2020
... engagement. The appointments also aim to align its professional development activities with the emerging needs of fund staff and trustee directors, it said. Tania Turnbull has been named as general manager memberships and partnerships and George Nelson ...

Industry fund shifts service functions to Link

KARREN VERGARA  |  WEDNESDAY, 25 NOV 2020
... Hostplus Service Excellence Centre (HSEC). The internal dispute resolution function will also transfer from Hostplus' trustee office to HSEC. Current service centre staff will transition to Link. "All impacted Hostplus employees are currently being ...

EQT wins endowment mandate

ANNABELLE DICKSON  |  WEDNESDAY, 25 NOV 2020
... our work in the philanthropy sector, combined with our asset management services, is a compelling offer to for-purpose partners looking for a values-aligned partner with strong governance, investment management track record and value-added offerings," ...

New trustee for Spaceship

KARREN VERGARA  |  THURSDAY, 19 NOV 2020
Spaceship Super is aiming to achieve better member outcomes with the appointment of a new trustee. Spaceship Super will replace Tidswell Financial Services with Diversa on December 18 in a bid to streamline the business and ultimately improve efficiency ...

Channel Capital in management buyout

KANIKA SOOD  |  TUESDAY, 10 NOV 2020
... Channel Investment Management Limited (CIML), is licensed as a responsible entity in Australia, enabling it to act as both trustee and manager. "While the business has prospered in partnership with Highbury, we've reached the next level of growth ...

New fixed income boutique launches

KANIKA SOOD  |  MONDAY, 9 NOV 2020
... Securities head of client services Andrew Kidd is Fortlake's chief operating office, while former Prodigy Investment Partners head of distribution Guy Ballard is the head of distribution. Cahwerkz's fund incubation business via Trustees Australia ...

EQT names chair, compliance member

ANNABELLE DICKSON  |  FRIDAY, 30 OCT 2020
... on the board since March this year and is a non-executive director of the Reserve Bank of Australia, Qualitas Property Partners and the Schwartz family office, Trawalla Group. Equity Trustees deputy chair Jim Minto thanked Kennett and Williams for their ...

Evans and Partners looks to delist LITs

KANIKA SOOD  |  THURSDAY, 29 OCT 2020
Evans and Partners is seeking the nod from shareholders to convert its LITs to open-ended funds and to switch to Perpetual as responsible entity. The largest of these is the $279 million Evans & Partners Global Disruption Fund (EGD), followed by the ...

Northern Trust scores $20bn mandate

KARREN VERGARA  |  THURSDAY, 15 OCT 2020
... custody, financial reporting and analytics, to the M&S Pension Scheme, a defined benefit pension scheme of which M&SPT is trustee. The scheme has about £11 billion in assets, making it one of the top 25 largest corporate pension funds in the UK. Northern ...