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Showing 161 - 170 of 372 results for %22Purpose Investments%22

Contrarian manager enters super sector

DARREN SNYDER  |  MONDAY, 17 SEP 2018
... administration fee calculator which breaks down fee structures and demonstrates how clients and advisers can better control investments. "We show how investment choices can and should impact administration fees every step of the way," de Lange said. ...

Chief economist update: China shares inclusion in MSCI is a blessing and a curse

BENJAMIN ONG  |  MONDAY, 17 SEP 2018
... with the US and the bear market in equities put this growth target at risk. Ben Ong is the Director of Economics and Investments at Rainmaker Group. He previously worked as a fund manager, economist, asset allocation strategist, portfolio analyst and ...

Retail super funds in hot water: Royal Commission

KARREN VERGARA  |  MONDAY, 27 AUG 2018
... remediation and remaining silent when questioned whether the figures were accurate; which may be inferred was for the purpose of minimising any reputational impact; NAB chief customer officer and former group executive of NAB Wealth Andrew Hagger's ...

GAM to liquidate bond funds

JAMIE WILLIAMSON  |  MONDAY, 13 AUG 2018
GAM Investments will liquidate its suite of absolute return bond funds following the suspension of its head of absolute return strategies. Last week GAM announced it had suspended investment director Tim Haywood for risk management and record keeping ...

Equity Trustees responds to GAM suspension

JAMIE WILLIAMSON  |  TUESDAY, 7 AUG 2018
Equity Trustees halted applications into and redemptions from two GAM Investments funds following the suspension of the global manager's fixed income investment director. In a letter to unitholders, Equity Trustees - as responsible entity for the ...

The case for indexed annuity bonds

KARREN VERGARA  |  MONDAY, 30 JUL 2018
... fiduciary obligations to seek the best financial interests of their beneficiaries and are by no means restricted by the sole purpose test," it said.

HESTA commits $40m to impact investments

ALEX BURKE  |  THURSDAY, 7 JUN 2018
... build an Australia where all people and communities can thrive; and we look forward to working closely with the social purpose sector to support more projects like these." HESTA also recently created a new head of impact role, which focuses on broadening ...

Dover roasted for 'Orwellian' protection policy

JAMIE WILLIAMSON  |  FRIDAY, 27 APR 2018
... The Royal Commission scrutinised Dover Financial Advisers' former client protection policy, demonstrating its essential purpose to be to exonerate the licensee of any liability in the event of misconduct by authorised representatives. Counsel Assisting ...

What will estate planning look like in 2020?

DARREN SNYDER  |  WEDNESDAY, 4 APR 2018
... be just around the corner. Apart from an increase to the superannuation guarantee, further discussion around the sole-purpose test and the purchase of lifetime income streams, Chew said there's potential for a tax on end benefits (e.g. lump sums) and ...

Aurora repays stolen $1 million

ALEX BURKE  |  TUESDAY, 27 MAR 2018
... Grant Thornton. When Aurora discovered the recipients of the misappropriated funds, it noted that "there was no legitimate purpose for any of the transfers from the Aurora Property Buy-Write Trust bank account." "Aurora is not suggesting that third party ...