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Showing 1 - 10 of 5990 results for "September"

ART reduces admin fees for high balance accounts

ELIZA BAVIN  |  WEDNESDAY, 1 MAY 2024
... members of all ages." The fund's Lifecycle strategy will be changing and will be implemented gradually between July 1 and September 30 this year. ART also announced changes to its Choice investment options from July 1, with the addition of two new options ...

J.P. Morgan lists new global equity ETF

ANDREW MCKEAN  |  MONDAY, 29 APR 2024
... global equity solution to Australian investors at comparatively low cost." The ETF, initially launched as a UCITS in September 2023, amassed US$2 billion in assets under management within five months of its launch.

ISPT issues $1.5bn sustainably linked loan facility

ANDREW MCKEAN  |  MONDAY, 22 APR 2024
... having restructured the ISPT Retail Australia Property Trust's (IRAPT) bank facilities as sustainability linked loans in September 2021 and the completion of $2.8 billion sustainability linked loan for the ISPT Core Fund in April 2021. ISPT's $22.2 billion ...

'Licensee for hire' fined $1.25m by court

JAMIE WILLIAMSON  |  THURSDAY, 11 APR 2024
... adequate IT infrastructure, cybersecurity management processes or the like in place, using a paper filing system until September 2020. Issuing the penalty, Justice McEvoy said the contraventions were serious and systemic, saying Lanterne's conduct fell ...

Qantas Super taps fintech as an investment consultant

ANDREW MCKEAN  |  TUESDAY, 9 APR 2024
... to improve its performance and attribution capabilities. The initial phase of PEARL's implementation was completed in September 2023, enabling Qantas Super to conduct its Plan attribution analysis and financial year-end reporting using the platform. ...

Former adviser slapped with 12 charges

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
... January 2020. During this time, he was a representative of the now-defunct Nextgen Financial Group, where he joined in September 2013 and left in September 2021. After that, he was licensed under We Are Gen Y for three months until December 2021. Last ...

Court rejects Provide Capital's 'illogical' application

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
... contraventions of s 911A of the Corporations Act with respect to offering investment opportunities by Provide since 28 September 2020," court documents show. In late 2022, ASIC began legal proceedings against Provide Capital following its failures to ...

ANZ to pay $57.5m to settle class action

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
... to 1 January 2019. As part of the settlement, ANZ will pay $57.5 million, which is covered by a provision held at 30 September 2023. The settlement is without admission of liability and remains subject to court approval. The class action alleged that ...

Funds SA asset allocation head to depart

ELIZABETH FRY  |  FRIDAY, 22 MAR 2024
... for his valuable contribution and wish him all the best in his future career." Piteo - appointed to the top job last September - said the fund's chief investment officer would lead the asset allocation program while he considered the organisation's ...

Inaugural CSLR levy slugs advisers $18.5m

KARREN VERGARA  |  TUESDAY, 19 MAR 2024
... provisioned for $241 million to fund the Australian Financial Complaints Authority (AFCA) claims between November 2018 and September 2022. The levy is capped at $250 million. The initial levy estimate includes provisions for victims of Dixon Advisory ...
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