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Showing 1581 - 1590 of 3321 results for "Trustees"

Heffron acquires superannuation advice specialist

DARREN SNYDER  |  THURSDAY, 10 AUG 2017
... Leigh Mansell and other technical staff, Martin Heffron said. Heffron SMSF Solutions has provided solutions for SMSF trustees and their advisers since its inception in 1998. It is one of Australia's largest independent SMSF service providers.

Aura appoints new head of distribution

ALEX BURKE  |  THURSDAY, 10 AUG 2017
... at Barclays Capital Fund Services. He has also held senior roles at Goldman Sachs JBWere, Skandia Australia, Permanent Trustees and BT Financial Group. Faddy said he was "looking forward to being part of this rapidly growing business and the opportunity ...

IOOF grows against the grain

JAMIE WILLIAMSON  |  TUESDAY, 8 AUG 2017
... augment our significant organic growth momentum," he said. This was demonstrated in the acquisition of National Australia Trustees from NAB which drove a slight revenue increase. It is to grow further as the new capability continues to direct administration ...

Boutique appoints Equity Trustees as RE

KARREN VERGARA  |  TUESDAY, 8 AUG 2017
A boutique fund manager has appointed Equity Trustees as responsible entity for two of its funds. Equity Trustees will oversee two of Melbourne-based Australian equities fund manager JCP Investment Partners' retail funds: the small companies long-short ...

Melbourne to host SMSF expo

KARREN VERGARA  |  MONDAY, 7 AUG 2017
... SMSF space. New clients considering setting up an SMSF will have the chance to meet superannuation service providers, trustees and industry experts. SMSF Association chief executive John Maroney said the expo is an exciting concept, especially as more ...

Super funds must address climate risk: Market Forces

EMMA RAPAPORT  |  THURSDAY, 3 AUG 2017
... risk," Market Forces analyst Daniel Gocher added. "Since this has largely fallen on deaf ears, it's no surprise that trustees now find themselves open to legal action for a dereliction of basic fiduciary duty." "The funds that are considering climate ...

Effective data management key to engagement: ISWG

EMMA RAPAPORT  |  FRIDAY, 28 JUL 2017
... calls for the development of a data standard and supporting network for the transmission of data between administrators, trustees and insurers. According to the group, efficient and effective management of data is an enabler that allows member engagement ...

MLC Life launches group insurance platform

JAMIE WILLIAMSON  |  TUESDAY, 25 JUL 2017
... challenge Australia's established group insurers, unveiling a group insurance digital platform for superannuation fund trustees, administrators and members. The latest instalment in MLC Life's $400 million digital transformation, the new LifeView platform ...

Equity Trustees names philanthropy lead

KARREN VERGARA, JAMIE WILLIAMSON  |  TUESDAY, 25 JUL 2017
A former National Australia Bank executive has joined Equity Trustees as its new general manager of charitable trusts and philanthropy. Jodi Kennedy joins the firm's trustee and wealth services division from NAB where she was head of community engagement ...

Equity Trustees appointed RE for boutique

DARREN SNYDER  |  MONDAY, 24 JUL 2017
A staff-owned Brisbane investment manager appointed Equity Trustees as the Responsible Entity for an Australian equities fund. Boutique manager Pentalpha selected Equity Trustees as the RE for its Income For Life Fund - a high-yield, low volatility ...