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Showing 201 - 210 of 526 results for "Tasmania"

Class integrates with two boutiques

KARREN VERGARA  |  FRIDAY, 14 JUL 2017
... service providers have joined forces with Class Super to help scale audit and compliance services. A.S.A.P. Advice, a Tasmania-based digital advice platform that assists accountants provide SMSF services without the need of an AFSL, is the newest addition ...

Location, location, location: the key to retirement

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2017
... strategies should reflect this. "For example, the bulk of Tasplan's 165,000-plus members are based in (or originally from) Tasmania. The $7.6 billion fund should use a different retirement income target than the Public Sector Superannuation accumulation ...

Former Garvan adviser banned for $2.4m theft

JAMIE WILLIAMSON  |  MONDAY, 5 JUN 2017
... having been sentenced to eight years in prison after pleading guilty to 25 counts of stealing in the Supreme Court of Tasmania on 2 March 2017, following a police investigation. Over the course of four years Mitchell misappropriated about $2.4 million ...

Tax relief for merging super funds extended

EMMA RAPAPORT  |  TUESDAY, 9 MAY 2017
Tax relief for merging superannuation funds will be extended until 1 July 2020 in an effort to minimise barriers to sector consolidation. As announced in this years' Federal Budget, relief will be available to superannuation funds to transfer capital ...

IFM wins $670m super mandate

ALEX BURKE  |  WEDNESDAY, 3 MAY 2017
IFM Investors was awarded a $670 million active equities mandate from a multi-industry super fund. Tasplan has invested into IFM's Australian Core Equities strategy, bringing the total amount of funds under management in the strategy to more than $1 ...

Pengana hires Morningstar manager ahead of merger vote

ALEX BURKE  |  WEDNESDAY, 3 MAY 2017
Pengana Capital has appointed a new regional distribution manager for Victoria, South Australia, Tasmania and Western Australia, ahead of its proposed merger with Hunter Hall. Guy Callaghan joins Pengana from Morningstar, where he was a regional business ...

Russell Investments secures $1.9bn mandate

EMMA RAPAPORT  |  WEDNESDAY, 19 APR 2017
Global asset manager Russell Investments has been appointed by the Tasmanian Public Sector Superannuation Commission to manage $1.9 billion in defined benefit assets. Under the agreement, Russell will act as implemented investment consultant for the ...

Philanthropy Australia names recipients of annual industry awards

MICHELLE BALTAZAR  |  FRIDAY, 7 APR 2017
... Environmental Philanthropy Award went to the Melbourne-based Ian Potter Foundation for supporting the Reef Life Survey in Tasmania. Through the Foundation's help, the Survey's citizen scientists were able to collect an immense amount of data on the local ...

Citi appoints government affairs head

ALEX BURKE  |  THURSDAY, 6 APR 2017
... senior adviser at the Office of Kevin Rudd, a Treasury economist and principal policy analyst at Treasury and Finance Tasmania. Bond's appointment follows the news in March that Citi was expanding its wealth management team with four new hires. Danica ...

Grant Samuel flags two senior appointments

ALEX BURKE  |  TUESDAY, 14 MAR 2017
... was an internal promotion. Fletcher joined Grant Samuel in 2008 and was most recently state manager for Victoria and Tasmania. Both Fletcher and Levinge will oversee distribution for Grant Samuel's four local and international fund manager partners - ...