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Showing 2311 - 2320 of 3321 results for "Trustees"

Planners race to plug gap in aged care advice

LAURA MILLAN  |  MONDAY, 6 MAY 2013
... setting new benchmarks to nurture the next generation of aged care specialists within financial planning. Last year, Equity Trustees put together a team of 70 people to help financial advisers better understand aged care. "It is a challenge because if ...

AIST restructures policy department with key appointments

LAURA MILLAN  |  WEDNESDAY, 1 MAY 2013
The Australian Institute of Superannuation Trustees (AIST) has restructured its policy department, and has appointed two senior executives with an eye on the Stronger Super reforms. Project director at AIST David Haynes has been appointed executive ...

EQT appoints interim CIO

LAURA MILLAN  |  WEDNESDAY, 24 APR 2013
Equity Trustees (EQT) has appointed George Boubouras as interim chief investment officer pending the outcome of EQT's takeover offer for The Trust Company. Boubouras joins EQT from UBS Wealth Management where he was head of investment strategy and consulting ...

EQT offer is undervalued and opportunistic: The Trust Co

LAURA MILLAN  |  MONDAY, 22 APR 2013
The Trust Company (Trust Co) has rejected the takeover offer from Equity Trustees (EQT) and asked its shareholders to ignore the "materially undervalued and opportunistic offer," in a statement to the Australian Securities Exchange (ASX). The Trust ...

One third of SMSF advice is poor: ASIC

ALEX DUNNIN  |  THURSDAY, 18 APR 2013
An ASIC report examining the quality of financial advice received by self managed super fund (SMSF) trustees and potential trustees has found that while most advice quality is adequate, there is a trend towards recommending SMSFs as the default solution. ...

KordaMentha appointed trustee to LM fund

LAURA MILLAN  |  TUESDAY, 16 APR 2013
The Supreme Court of Queensland has appointed KordaMentha and its affiliate firm, Calibre Capital Limited, as joint trustees of the LM Managed Performance Fund (LMPF). The Fund is the second largest mortgage investment fund in the LM group and has raised ...

Wills are not enough for SMSF legacy

LAURA MILLAN  |  FRIDAY, 12 APR 2013
... Partners director Michelle Griffiths a binding beneficiary form where SMSF holders specify exactly who will replace them as trustees of the fund once they die may be enough. "With a binding beneficiary form, you only do one nomination, which lasts until ...

Planners must boost SMSF specialisation: SPAA

ALICE URIBE  |  THURSDAY, 11 APR 2013
... 31% of new members, with those aged between 35 and 44 making up 25%. Hermens said that not only was the average age of trustees getting lower, but there was a reduction in the income of SMSF holders. "The average income of 67% of new trustees is less ...

EQT creates private wealth management role

LAURA MILLAN  |  WEDNESDAY, 10 APR 2013
Equity Trustees has created the role of national manager of advice and personal services and appointed Julie Foster, as part of its expansion of the private wealth services business. Foster will be responsible for Equity Trustees advice services, including ...

Wealthtrac launches cloud-based SMSF platform

MARK SMITH  |  FRIDAY, 5 APR 2013
... investigated where independent advisers could benefit from greater efficiency. "With most SMSF solutions, advisers and trustees need a range of additional systems, including a reporting platform, an accounting system and often an IDPS to manage the investments. ...