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Showing 1541 - 1550 of 2105 results for "MAX"

Plan B board accepts IOOF offer

BEN COLLINS  |  MONDAY, 16 JUL 2012
The board of Perth-based Plan B Holdings Limited has recommended a $49.1 million takeover offer made by IOOF. IOOF had proposed to acquire 100% of the fully paid ordinary shares in Plan B, in an off-market takeover that would see it add $2.2bn in funds ...

NAB launches margin loan product for SMSFs

LINDA HAUSKEN  |  FRIDAY, 13 JUL 2012
NAB Wealth has launched NAB Super Lever, a standard margin loan product that lets SMSF investors borrow money to invest in listed shares and unlisted managed funds. The product allows self managed super fund (SMSF) investors to borrow a minimum of $20,000 ...

GS, Citi appointed for NSW elec, coal mine sales

MELANIE TIMBRELL  |  MONDAY, 9 JUL 2012
Goldman Sachs will advise the NSW government on the $3bn sale of the State's electricity generators while Citigroup will act as specialist financial adviser on the sale or lease of the Cobbora coal mine development. "The sale of the State's electricity ...

Regulation biggest concern for SFOs

MELANIE TIMBRELL  |  THURSDAY, 5 JUL 2012
Tax and regulatory issues are the biggest concern for single-family offices in terms of risks to managing investments, according to a survey from J.P. Morgan Private Bank. A poll of 125 single family offices (SFO), each with more than US$100 million ...

Former adviser pleads guilty to dishonest dealings

LINDA HAUSKEN  |  TUESDAY, 3 JUL 2012
Former financial adviser Trevor Wayne Carll has pleaded guilty in Adelaide District Court to one count of deception and two counts of dishonest dealings with documents. The charges arose from Australian Securities & Investments Commission's (ASIC) investigation ...

MLC MasterKey Business Super wins $34m in mandates

MELANIE TIMBRELL  |  TUESDAY, 3 JUL 2012
MLC MasterKey Business Super has won three corporate super mandates worth $34 million. The employers who have just signed on to MasterKey Business Super are McMillan Shakespeare, Kentz Engineering and Swisse Vitamins. The $34 million boost would take ...

AFS appoints regional manager

LINDA HAUSKEN  |  MONDAY, 2 JUL 2012
Australian Financial Services Group has named Danielle Nugent as the adviser group's regional manager for Victoria and Tasmania. Prior to joining AFS Group, Nugent was a consulting partner with The Strategic Thought Consultancy - an executive coaching ...

Centralised portfolios better for tax

BEN COLLINS  |  THURSDAY, 28 JUN 2012
Institutional investors can benefit from a better understanding of the impact tax has on returns. Portfolio structure, including active/passive and asset class strategy decisions, can be altered when tax impacts are understood, said Scott Lawrence ...

Adviser pleads guilty to dishonest conduct

LINDA HAUSKEN  |  WEDNESDAY, 27 JUN 2012
Former financial adviser Susan Heathwood has pleaded guilty to dishonest conduct on two accounts by falsifying insurance applications in order to collect commissions. The ex adviser pleaded guilty on two counts in Downing Centre Local Court yesterday ...

HSBC launches online trading platform

LINDA HAUSKEN  |  MONDAY, 25 JUN 2012
HSBC has partnered with Bell Direct to launch an online sharing trading platform. HSBC Online Share Trading will provide a range of wealth management solutions from non-advisory products and services and include financial planning and wealth protection. ...