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Showing 1421 - 1430 of 11017 results for "Account"

NGS Super launches retirement savings strategy

CASSANDRA BALDINI  |  WEDNESDAY, 1 NOV 2023
... members manage savings while hitting retirement income objectives. Easy Default can be established on either the NGS Income Account or the Transition to Retirement Account. When the strategy is selected on the NGS Income Account, 12% of the member funds ...

SPDR slashes fees on six ETFs

CHLOE WALKER  |  WEDNESDAY, 1 NOV 2023
... Finally, the SPDR MSCI World Quality Mix Fund (QMIX) will be cut by 22 basis points from 0.40% to 0.18%. Combined, they account for 67% of the business' total Australian AUM. SPDR ETFs Australia head Kathleen Gallagher said the fee changes demonstrate ...

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 ...

TelstraSuper launches option, retirement tool

KARREN VERGARA  |  TUESDAY, 31 OCT 2023
... Miller said. Separately, members can now transfer Direct Access investments from accumulation to a retirement income stream account without the need to selldown or repurchase shares and exchange-traded funds (ETF) investments. This excludes term deposits ...

Financial services firms hit with criminal charges

CHLOE WALKER  |  TUESDAY, 31 OCT 2023
Two businesses tied to permanently banned Sydney director David Sutton have been charged in separate proceedings following an investigation by ASIC. APC Securities, previously known as McFaddens Securities, and Brava Capital, formerly Dayton Way Securities ...

Caddick victims sue auditors in class action

KARREN VERGARA  |  MONDAY, 30 OCT 2023
A new class action led by victims of Melissa Caddick alleges that auditors of their self-managed superannuation funds failed their jobs to detect fraudulent activities. Twenty-four victims, together with the help of Melbourne-based law firm Mackay Chapman ...

Clime IM doubles down on strategy, taps into AI

ANDREW MCKEAN  |  MONDAY, 30 OCT 2023
... existing private wealth services. In upcoming quarters, Clime forecasts a sustained shift in revenues, favouring its managed account and bespoke investment solutions. The company said its "increasingly leveraging" its strong equity capability into managed ...

Federal Court freezes assets of pension platform

CASSANDRA BALDINI  |  MONDAY, 30 OCT 2023
... Brite is restricted from withdrawing, transferring, or otherwise disposing of or dealing with any monies available in any account with any financial institution in Australia and elsewhere in which Brite has any legal or equitable interest. ASIC said ...

Rival bidder seeks to acquire Diverger

KARREN VERGARA  |  MONDAY, 30 OCT 2023
A rival bidder is looking to displace Count's acquisition of Diverger, offering to pay nearly 24% more than what is currently on the table. COG Financial Services (COG) made a non-binding indicative proposal to acquire Diverger, lobbing $1.4083 for ...

High-performing firms reveal strategies behind success

KARREN VERGARA  |  FRIDAY, 27 OCT 2023
The success behind high-performing financial advice firms is largely driven by their ability to operate strategically with discipline and help advisers focus on servicing clients' needs, a new analysis shows. A study by Macquarie Business Banking and ...