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Showing 2131 - 2140 of 10366 results for "Trust"

Equity Trustees wins ClearLife mandate

ANDREW MCKEAN  |  THURSDAY, 15 DEC 2022
Equity Trustees has been selected as the trustee for ClearLife Capital's new wholesale fund, the ClearLife Capital Opportunities fund. The ClearLife Opportunities fund invests primarily in a portfolio of securities listed on the Australian and New ...

Northern Trust hires from Franklin Templeton

CASSANDRA BALDINI  |  THURSDAY, 15 DEC 2022
Northern Trust Asset Management (NTAM) has expanded its Melbourne-based team and appointed Matthew Lambert as head of quantitative portfolio management Asia Pacific. Lambert who stepped into the newly created role last month, is responsible for bringing ...

Market manipulator sentenced

ANDREW MCKEAN  |  WEDNESDAY, 14 DEC 2022
... that to be the case." "Market manipulation undermines the efficacy and integrity of financial markets generally and public trust in them." As a result of the conviction, Cooper is automatically disqualified from managing corporations for five years from ...

More alpha gains through ops

ELIZABETH FRY  |  TUESDAY, 13 DEC 2022
Growth in fund complexity and managing assets in-house has triggered intensive efforts by pension funds to beef up their operational and support functions. JANA principal consultant and head of operational consulting, Jo Leaper, says there is a growing ...

BGL adds company tax return to software solution

CASSANDRA BALDINI  |  TUESDAY, 13 DEC 2022
The SMSF provider released an electronic lodgment of the company tax return in its investment portfolio software solution, Simple Invest 360. Simple Invest 360 is an end-to-end investment portfolio management solution for companies, individuals and ...

ART launches digital onboarding tool

JAMIE WILLIAMSON  |  FRIDAY, 9 DEC 2022
Australian Retirement Trust (ART) is providing employers with an automated process for administering fund choice, unveiling a new digital tool. The Super Fund Onboarding tool is expected to streamline the onboarding process for bother employers and ...

Expand access to financial services: AUSTRAC

CASSANDRA BALDINI  |  FRIDAY, 9 DEC 2022
AUSTRAC has released guidance to banks and superannuation funds on helping those without access to traditional identification documents access financial services. The guidance aims to support people from diverse backgrounds and in challenging circumstances ...

Trustees must improve IDR processes: ASIC

JAMIE WILLIAMSON  |  FRIDAY, 9 DEC 2022
Superannuation trustees have a lot of work to do when it comes to complaints handling, ASIC says. A new report from the regulator has found some superannuation trustees have sub-standard arrangements for managing complaints. The finding is based on ...

Former financial adviser charged with fraud

CASSANDRA BALDINI  |  WEDNESDAY, 7 DEC 2022
... to a 12-month community corrections order. Magistrate Covington remarked upon sentencing that Howard was in a position of trust as a financial planner when he used the false documents and that his offending had a degree of sophistication. The Commonwealth ...

Barrenjoey launches social purpose fund manager

JAMIE WILLIAMSON  |  WEDNESDAY, 7 DEC 2022
... social purpose portfolio management company, Community Capital, with a cornerstone investment from Australian Retirement Trust. The Community Capital Credit Fund has been founded by Barrenjoey and Laurence Marshbaum, a former ART senior portfolio manager ...