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| | | ... advisory and fund services across Asia Pacific and global markets, has signed an agreement to acquire the independent trustee and fund administration business from Melbourne. The Hong Kong-based firm is acquiring Polar 993, an Australian financial services ... |
| | | | ... investors in partnership with Equity Trustees." Equity Trustees executive general manager of corporate and superannuation trustee services Andrew Godfrey said: "As investors continue to seek opportunities beyond traditional domestic fixed income markets ... |
| | | | The Australian Taxation Office (ATO) released new guidance for SMSFs affected by the looming limited recourse borrowing arrangement (LRBA) changes for residential property, with the SMSF Association (SMSFA) saying it provides important clarity for trustees ... |
| | | | Warakirri Asset Management has appointed a head of wholesale to lead the expansion of its market presence and relationships with consultants, key dealer groups and platforms. Emmanuel (Mani) Papakonstantinos has stepped into the role, reporting to head ... |
| | | | Netwealth has created a new role to strengthen its trustee oversight, governance, and member-focused leadership capability. Mel Jose has joined Netwealth as general manager, office of the trustee, leading the existing office of the trustee team and ... |
| | | | AustralianSuper has appointed Andrew Smith and Luke Smith as co-heads of Australian equities, effective immediately. Both have been jointly leading the Australian equities team on an interim basis following Shaun Manuell's appointment as chief investment ... |
| | | | New data indicates the impact of the limited resources borrowing arrangements (LRBAs) ban for self-managed super funds (SMSFs) may have been underestimated, which will affect a market significantly larger than what officials suggested, with major implications ... |
| | | | ... undertake core processing accurately, including processing data, obtaining fund manager valuations, and executing any trustee-directed valuation decisions. "Through Liberation Day, we really saw the value of all the hard work and effort that HESTA has ... |
| | | | ... along with it to safeguard the retirement savings of Australians. That safeguard comes in the form of the superannuation trustee - a separate legal role from the platform itself, responsible for acting in members' best financial interests and exercising ... |
| | | | ... Australian investment under the fund. Perpetual operates a multi-boutique asset management business, and wealth management and trustee services businesses. Bain Capital is on track to acquire Perpetual's wealth management business for $550 million ... |
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