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| | | ... optimistic nor pessimistic towards the Budget, changes to superannuation, including the anticipated adjustments to the Division 296 tax threshold, remained a key area of interest. The survey also revealed an uptick in client enquiries related to the ... |
| | | | The Sydney-based firm has secured access to Colonial First State's (CFS) FirstTech division for the more than 400 financial advisers within its network. The educational partnership provides My Dealer Services (MDS) adviser members with the "most up ... |
| | | | ... like Australian equities and fixed income, but it was only in November 2023 that it created an in-house global equities division. Richard Mercado was appointed to lead it and has since recruited four more to the team. As at December end, Rest had close ... |
| | | | ... Society, Lifeplan Australia Friendly Society, Home Care NSW, Greengate Partnership, Insignia Financial's investment bonds division, and most recently aged care provider myHomecare last year, for which it will pay $285 million. Chung said Mead's long-term ... |
| | | | ... executive of consumer banking Jason Yetton has left the bank, prompting a search for his successor. Yetton led the consumer division since August 2023 after three years leading the bank's specialist business and group strategy. This period marks ... |
| | | | ... structured product solutions. Before working with the CBA, Filippelis was country head of the Australian investment management division at Bank of New York Mellon and managing director at Angelo Gordon, the New York-based alternative investment firm ... |
| | | | Qantas Super deputy investment officer has moved to Cambooya, the family office for the Fairfax family. Chris Grogan joins Cambooya in the same role. The investment professional was also Qantas Super's head of defensive assets. In that role, he ... |
| | | | ... accounts which prefer direct equities. "Despite concerns about the future of the wholesale investor test, the potential Division 296 superannuation tax, compliance requirements and cost of advice concerns, SMSFs remain in favour with distinct groups ... |
| | | | ... of $225 million, up 12%, driven by higher earnings across its retirement income brand, Life, and its funds management division, according to its first-half 2025 results announcement. The investment management firm's statutory NPAT, meanwhile, was $72 ... |
| | | | ... investors. HMC managing director and chief executive David Di Pilla said: "We are seeing momentum pick up in our real estate division which is on-track to establish three major new unlisted institutional funds which will add over $2.5 billion of potential ... |
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