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Showing 161 - 170 of 230 results for "July 15th"

Fund managers on tax alert

MICHAEL HOBBS  |  FRIDAY, 12 FEB 2010
Fund managers could lose major clients or risk paying hefty fines if they don't comply with new tax rules which come into effect from July this year, according to one technology firm. According to Corrs Chambers Westgarth, Taxation of Financial Arrangements ...

Future Fund slashes cash for alternatives

RUTH LIEW  |  MONDAY, 1 FEB 2010
The $66 billion Future Fund has halved its 30 per cent allocation to cash in three months - with alternative assets getting the biggest boost in allocation following the move. The Future Fund's allocation to cash in September stood at 31.6 per cent ...

Planners flock to WriteAway

COMPANY RELEASE  |  TUESDAY, 17 NOV 2009
CommInsure's electronic application and underwriting service, WriteAway, is proving a hit with the insurer's aligned planners with more than 50 per cent of insurance business being written through the service. WriteAway, which was launched by CommInsure ...

JBWere announces board

COMPANY RELEASE  |  WEDNESDAY, 28 OCT 2009
National Australia Bank (NAB) and Goldman Sachs JBWere announced the JBWere board members, which includes Michael Ullmer, deputy chief executive and executive director at NAB and Steve Tucker, group executive of wealth Australia at NAB. Ullmer was appointed ...

CAAM and Soc Gen reveal Amundi

RUTH LIEW  |  MONDAY, 26 OCT 2009
CrA(C)dit Agricole and SociA(C)tA(C) GA(C)nA(C)rale have renamed their new asset management business Amundi, a firm that ranks in the top 10 largest wealth managers in the world - with Australia's CrA(C)dit Agricole arm poised to benefit from the boost ...

Schroder Asia Pac adds SimCorp

COMPANY RELEASE  |  THURSDAY, 22 OCT 2009
Schroder Investment Management has successfully implemented SimCorp Dimension across four Asia Pacific countries with its Australian office soon to follow. The system, which replaced a 12-year-old system and a number in-house applications, has been ...

Switching super funds on the rise: survey

MICHAEL HOBBS  |  WEDNESDAY, 16 SEP 2009
The number of active super fund members looking to switch funds has risen over nine months to July, with the number of industry fund members thinking of changing funds almost doubling, a survey found. An Investment Trends report found the number of ...

Mercer restructures outsourcing business, Walters exits

MICHAEL HOBBS  |  MONDAY, 14 SEP 2009
Mercer is revamping its outsourcing business resulting in several new roles being created and senior executives including financial advice leader Scott Walters leaving the firm. As part of the changes, Mercer has replaced the financial advice leader ...

Veritate $1m payment not linked to Sunsuper investment

MICHELLE BALTAZAR, ALEX DUNNIN  |  MONDAY, 31 AUG 2009
An investigation by forensic accountants at Deloitte has found the $1 million payment to Veritate Pty Ltd was not linked to Sunsuper's $100 million investment into the Trinity Property Trust. Following release of the report, Trinity has apologised to ...

Bookmakers Super hit by liquidity issues

COMPANY RELEASES  |  WEDNESDAY, 26 AUG 2009
Bookmakers Superannuation Fund has applied to the regulator to defer redemptions across its balanced investment strategies for a rolling 90-day period due to liquidity issues. The super fund's trustee, Equity Trustees, in working with the administrator ...