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| | | ... since 1997, servicing high-net-worth clients across South Australia and New South Wales. This marks Mutual Trust's fifth merger in its history, and the second in South Australia, having merged with Reynolds Advisory in 2021. Mutual Trust established ... |
| | | | ... made changes to voluntary accumulation accounts, specifying that any with a negative balance at the time of the fund's merger with ART will be treated as offset accounts. Accounts with a negative balance as of 31 October 2024 will now increase or decrease ... |
| | | | ... during the acquisition process. The acquisition of Australian Unity's banking business along with Bank Australia's proposed merger with Qudos Bank would create one of the largest customer-owned banks in the country with more than 300,000 customers and ... |
| | | | ... Cass-Gottlieb has told the Gilbert and Tobin Financial Services Forum that the ACCC has been advocating for reforms to merger control in Australia for years and urged the government to pass the reforms. "These reforms are particularly important in the ... |
| | | | The merger between industry funds CareSuper and Spirit Super was officially signed, sealed, and delivered today, creating a $53 billion super fund. The newly combined fund, which operates under the banner of CareSuper, will, as previously revealed ... |
| | | | ... Separately, the presence of DB components complicates mergers. Funds with DB obligations may struggle to find suitable merger partners, as integrating systems with non-DB funds demands significant adjustments, she said. |
| | | | The firm aims to navigate Australian companies through the complex landscape of investor expectations and corporate governance, it said. Founded by Marc Stanghieri, the former head of mergers and acquisitions at Morrow Sodali, PGS Advisers plans to ... |
| | | | ... members who exhibit the highest standards and professionalism. This is the second year the awards take place following the merger of the Financial Planning Association (FPA) and the Association of Financial Advisers (AFA). The finalists for the FAAA ... |
| | | | Colonial First State has hired a local investment director from a global pension fund to run private equity and unlisted assets. At the same time, its head of investment sales has exited. The wealth and superannuation giant confirmed that Chloé Brayne ... |
| | | | After announcing earlier this year that it was open to a merger, TelstraSuper will now explore a 'merger of equals' with Equip Super. In May of this year, and after 30 years in operation, TelstraSuper announced it was on the hunt for a merger ... |
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