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Showing 2001 - 2010 of 18261 results for "Plan"

Managed fund research lead at Koda resigns

KARREN VERGARA  |  MONDAY, 26 JUN 2023
The head of managed fund research at Koda Capital announced his intentions to leave the Sydney-based firm he joined more than eight years ago. Jason Coggins, also a partner at Koda Capital, has resigned and plans to take a break, a spokesperson confirmed. ...

Australian Unity buys up hospital land

CHLOE WALKER  |  MONDAY, 26 JUN 2023
... holding located in Melton, Victoria for approximately $15 million. The acquisition of 2 Coach Street, Cobblebank is part of a plan to develop the area into a private hospital, allied healthcare, and retail facilities in a mixed-use town centre. It comes ...

Advisers embrace less back-office burden

KARREN VERGARA  |  FRIDAY, 23 JUN 2023
Financial advisers have welcomed the elimination of many back-office inefficiencies under the federal government's adoption of the Quality of Advice Review recommendations. Some of the QAR recommendations assistant treasurer Stephen Jones flagged ...

New inquiry targets audit sector following PwC scandal

CASSANDRA BALDINI  |  FRIDAY, 23 JUN 2023
A parliamentary inquiry into Australia's audit sector has been launched following PwC's tax leak scandal. Undertaken by the Joint Standing Committee on Corporations and Financial Services, Senator Deborah O'Neill advised the inquiry will ...

Former Capstone adviser in EU with ASIC

JAMIE WILLIAMSON  |  THURSDAY, 22 JUN 2023
... issues cannot be resolved with Capstone, ASIC said. Prior to Capstone, Blackaby was licensed through AIW Dealer Services, M1-Plan, and Bristol Street Financial Services.

Senate report labels PwC breach calculated, deliberate

JAMIE WILLIAMSON  |  THURSDAY, 22 JUN 2023
Despite the inquiry continuing, a Senate committee has concluded that PwC deliberately covered up the actions of its staff and the plans to monetise the confidential information at the heart of its tax leaks scandal. A report published by the committee ...

Large AFSLs lead advice complaints: AFCA

KARREN VERGARA  |  THURSDAY, 22 JUN 2023
Financial advisers from large aligned AFSL groups bear the brunt of complaints, according to the Australian Financial Complaints Authority's data, with several AMP and Insignia Financial practices leading the pack. Modelling of the AFCA data shows ...

Westpac plans aggressive platforms play

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2023
... financial advisers currently use BT's platforms, which currently comprise Panorama and Asgard eWRAP. By market share, Plan For Life puts BT at the top with 17.1% as at December 2022. Rady said he believes this is in part because of the unique value ...

NAB progresses closure of custody arm

CASSANDRA BALDINI  |  WEDNESDAY, 21 JUN 2023
... is expected to complete in 2025. As of March 2023, NAB Asset Servicing oversaw the assets of Alcoa of Australia Retirement Plan, Australian Ethical Retail Superannuation Fund, Australian Meat Industry Superannuation Trust, Crescent Wealth Superannuation ...

CEFC backs agriculture investment platform

RACHEL ALEMBAKIS  |  WEDNESDAY, 21 JUN 2023
The Clean Energy Finance Corporation (CEFC) and a Canadian state investment manager have co-invested in a platform aimed at assisting Australian farmers at decarbonising while boosting farm production. CDPQ (Caisse de dépôt et placement du Québec) ...