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Showing 1531 - 1540 of 7153 results for "SMA"

WealthO2 launches top manager MDA

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... MDA, financial advisers are not required to have an MDA authority on their licence. "It's akin to a service equivalent SMA where the adviser is recommending the MDA service and the professional manager to their client, compared to the often higher ...

Stop abusers hiding super: AIST

ELIZABETH MCARTHUR  |  FRIDAY, 2 JUL 2021
The Australian Institute of Superannuation Trustees (AIST) is calling on Parliament to ensure abusive partners cannot hide their super from domestic violence victims. In a submission, AIST supported the proposed Treasury Laws Amendment (Measures for ...

UHNWs drive record luxury real estate demand

ELIZABETH MCARTHUR  |  THURSDAY, 1 JUL 2021
According to research from Knight Frank, it's never been a better time to be a property developer or real estate agent catering to the needs of the super-rich. Demand for prime residential properties in Australia is at an all-time high, and Knight Frank ...

EOFY tips for advisers

KARREN VERGARA  |  WEDNESDAY, 30 JUN 2021
Financial advisers should keep in mind some valuable tax breaks for their businesses as the 2021 financial year comes to a close. H&R Block director of tax communications Mark Chapman told Financial Standard temporary full expensing (TLE) is one tax ...

Connectus acquires fifth practice

KARREN VERGARA  |  WEDNESDAY, 30 JUN 2021
Global financial advice firm Connectus Wealth Advisers continues its Australian expansion strategy, announcing it will acquire its fifth wealth management firm in less than a year. Connectus has entered into a definitive agreement to acquire New South ...

ASIC cancels BBY licence

KANIKA SOOD  |  TUESDAY, 29 JUN 2021
The corporate regulator has cancelled the Australian financial services licence held by stockbroker BBY Limited, after suspending it in May 2015 for three years. BBY's AFSL will go until 31 March 2022 only for the purposes of giving clients access to ...

Co-portfolio manager departs Ausbil

ELIZABETH MCARTHUR  |  TUESDAY, 29 JUN 2021
The co-portfolio manager for Ausbil's MicroCap Fund and SmallCap Fund will depart after four years with the Aussie equities manager. Mason Willoughby-Thomas has been with Ausbil since 2017. In a note to investors, Ausbil informed them that Willoughby-Thomas ...

Hostplus, Intrust merger now official

KANIKA SOOD  |  FRIDAY, 25 JUN 2021
The two funds have confirmed they have signed a successor fund transfer deed to chase a merger, as first revealed by Financial Standard on May 21. Hostplus and Intrust Super are targeting a completion of the merger by November 26. It is understood that ...

Citi names head of research

KARREN VERGARA  |  WEDNESDAY, 23 JUN 2021
Citi has appointed a new head of research for Australia and New Zealand. Paul McTaggart takes the post effective immediately, responsible for leading the region's research advisory function and working closely with clients and investors. He will ...

GROW wins new super fund client

KANIKA SOOD  |  TUESDAY, 22 JUN 2021
A Queensland superannuation fund has picked GROW Inc to replace Mercer as its administrator. The $1.4 billion Mercy Super will soon swap to GROW, after using Mercer for seven years. The transition was initially slated for a June 1 start but was delayed. ...