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Showing 1401 - 1410 of 8243 results for "June"

Sunsuper, QSuper merger legislation passes

JAMIE WILLIAMSON  |  THURSDAY, 28 OCT 2021
... with the Paris goals; and a to report against the Taskforce for Climate-related Financial Disclosure (TCFD) for the year to June 2022. "Further... QSuper will assess climate change exposures (transition and physical) at a whole-of-portfolio level utilising ...

Morningstar launches multi-asset indexes

ELIZABETH MCARTHUR  |  THURSDAY, 28 OCT 2021
... up from roughly US$1 trillion in 2008. In the Australian market, multi-sector funds had inflows of $10 billion during the June quarter of 2021. Pathfinder Asset Management uses the NZ Target Allocation for benchmarking their KiwiSaver funds. "The existing ...

$450 super threshold to be scrapped

ELIZABETH MCARTHUR  |  THURSDAY, 28 OCT 2021
... the entire income year," Hume said. "The government is extending the temporary full expensing measure by 12 months, to 30 June 2023 to further support business investment and the creation of more jobs."

Newcastle advice firm joins Count Financial

KARREN VERGARA  |  THURSDAY, 28 OCT 2021
... joined Count Financial. It recently acquired a 49% shareholding in an accounting firm Southern Cross Business Holdings. In June, it added Adelaide Private Wealth and DMCA Advisory to the fold.

AFCA appoints senior ombudsmen

JAMIE WILLIAMSON  |  TUESDAY, 26 OCT 2021
... consistent decision making, which we know is important to both complainants and financial firms," deputy chief ombudsman June Smith said. "The senior ombudsman will help ensure we deliver an independent, fair and consistent approach to decision making ...

Advisers query super changes

ANNABELLE DICKSON  |  TUESDAY, 19 OCT 2021
... non-concessional contributions cap," BT's Technical Services technical consultant Tim Howard said. "What's more, clients have until 30 June 2030 to make the re-contributions - and so have a long period in which to get their retirement savings back to ...

FinClear wins Ord Minnett mandate

KARREN VERGARA  |  MONDAY, 18 OCT 2021
... FinClear will be an excellent fit for us going forward," he said. FinClear took over BNY Mellon subsidiary Pershing Australia in June. FinClear chief executive David Ferrall said: "When we bought the Pershing business, we understood Ord Minnett was well ...

Ellerston to shutter Morphic ESG fund

JAMIE WILLIAMSON  |  FRIDAY, 15 OCT 2021
... Small Cap Fund which holds the same underlying assets. Ellerston acquired a controlling stake in Morphic Asset Management in June 2019, with Morphic becoming a subsidiary of Ellerston. Since then, Slater has joined hedge fund Drummond Knight and Lowenstein ...

Pendal FUM rises despite mandate losses

KARREN VERGARA  |  FRIDAY, 15 OCT 2021
... $106.7 billion quarter on quarter, a trading update on the ASX shows. For its Australian unit, FUM dropped from $37 billion in June to $35.9 billion in September, which factored in the loss of an $800,000 fixed income mandate after the institutional ...

FinClear scores clearing mandate

JAMIE WILLIAMSON  |  WEDNESDAY, 13 OCT 2021
... the team." FinClear is backed by Magellan Financial Group and VC firm King River Capital. It acquired Pershing Australia in June of this year.