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Showing 1981 - 1990 of 18261 results for "Plan"

Cadence secures $55m for new fund

CHLOE WALKER  |  TUESDAY, 4 JUL 2023
Cadence Property Group (Cadence) has completed the capital raise for its first multi-asset value-add fund, the Cadence Australian Real Estate Partnership I (CAREP), as well as making its first acquisition. The $13.9 million purchase of an industrial ...

Count takes stake in Melbourne firm

CHLOE WALKER  |  MONDAY, 3 JUL 2023
Count Limited will acquire a 40% stake in Melbourne-based wealth management firm Bruce Edmunds & Associates. Bruce Edmunds & Associates offers accounting, tax, financial planning, SMSF and estate planning services. According to Count chief executive ...

Warakirri buys almond farm

CHLOE WALKER  |  MONDAY, 3 JUL 2023
Warakirri's Diversified Agriculture Fund has made its first exposure to the nut complex, purchasing an almond farm in Victoria. In a $30 million off market deal, the fund's sixth investment is in the Sunraysia region on the Murray River and is one of ...

Power50 kicks off for 2023

JAMIE WILLIAMSON  |  MONDAY, 3 JUL 2023
Nominations are now open for the annual FS Power50, recognising the most influential financial advisers in the profession. Now in its 10 th year, the FS Power50 aims to shine a light on those advisers who are doing the most for their industry and their ...

Diverger acquires majority interest in private wealth firm

CASSANDRA BALDINI  |  MONDAY, 3 JUL 2023
... idea is to partner with advice practices looking to corporatise their business model, achieve scale, execute a succession plan, or drive future growth. It added, the model operates with either a short or long-term partnership to provide the right level ...

RIAA chief executive to exit

ROSE MARY PETRASS  |  FRIDAY, 30 JUN 2023
After serving as chief executive of the Responsible Investment Association Australasia (RIAA) for more than 10 years, Simon O'Connor is leaving at the end of this year. O'Connor took the position in February 2013, leaving environmental non-profit ...

Nuveen, Commonwealth Private partner to launch REIT

CASSANDRA BALDINI  |  FRIDAY, 30 JUN 2023
... investors across Australia." Nuveen said the listed real estate strategy offers monthly liquidity via a share repurchase plan with no performance fees. The REIT also provides resiliency across market cycles through selective investments into commercial ...

Adviser levy tripled, labelled "deeply unfair"

JAMIE WILLIAMSON  |  THURSDAY, 29 JUN 2023
The estimated ASIC levy for this financial year will see financial advisers slugged $3217, as the levy freeze comes to an end. Under the estimated levies released yesterday, the levy to be paid per adviser has almost tripled from the $1142 that it was ...

Dealer group adopts profit-for-purpose model

CHLOE WALKER  |  THURSDAY, 29 JUN 2023
Spark Financial Group will officially begin operating as a profit-for-purpose organisation with the launch of its Spark Legacy Program. The Melbourne-based dealer group says it will donate 100% of its profits to nominated charity partners, with an objective ...

Super funds embrace offshore investment, internal teams

ANDREW MCKEAN  |  WEDNESDAY, 28 JUN 2023
JPMorgan's ' The Future of Superannuation ' report highlights how Australia's largest super funds are leveraging their scale to invest offshore and bolster their internal investment capabilities. This strategic shift is particularly ...