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Showing 251 - 260 of 444 results for "Acquires"

SuperConcepts acquires SMSF administrator

KARREN VERGARA  |  TUESDAY, 13 FEB 2018
SuperConcepts acquired a self-managed superannuation fund administration provider in an attempt to expand its market share. MORE Super joins SuperConcepts' growing network comprising AMP SMSF, Ascend, Cavendish, SuperIQ, superMate and yourSMSF. MORE ...

Magellan acquires US and Australian fund managers

ALEX BURKE  |  TUESDAY, 6 FEB 2018
Magellan has made two strategic acquisitions of Australian and US-based asset managers, significantly expanding its local and international distribution capabilities. The Australian manager is the $6 billion Airlie Funds Management, which specialises ...

Industry veteran acquires SMSF administrator

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2018
The former executive manager of SMSF education at SuperConcepts is challenging the "industrialisation" of modern SMSF administration through his acquisition of a boutique SMSF admin firm. David Busoli has acquired Brisbane-based SMSF Alliance, a provider ...

Wealth firm acquires taxation educator

JAMIE WILLIAMSON  |  FRIDAY, 12 JAN 2018
An ASX-listed wealth management and financial advice firm has acquired a provider of in-house tax training for accountants and lawyers. Knowledge Shop, a wholly-owned subsidiary of Easton Investments, has paid $360,750 to acquire 65% of Taxbytes; a ...

Centuria acquires Government headquarters

KARREN VERGARA  |  FRIDAY, 12 JAN 2018
Property group Centuria has acquired a building in Geelong and announced its chief executive of unlisted property funds will take on greater responsibilities following a management restructure late last year. Its subsidiary, Centuria Property Funds ...

AZ NGA practice acquires regional advice firm

JAMIE WILLIAMSON  |  MONDAY, 8 JAN 2018
A national financial advice firm added its third office, acquiring an advice business on the New South Wales Central Coast. Eureka Whittaker Macnaught purchased Ken Mann's Regional Financial Solutions practice, complementing its existing presence in ...

Spring FG acquires $200m dealer group

ALEX BURKE  |  MONDAY, 18 DEC 2017
Listed wealth firm Spring Financial Group has acquired a dealer group with a combined $200 million in funds under advice. Under the terms of the acquisition, Spring FG will pay a total consideration of $1.67 million to acquire all issued capital of ...

Fiducian acquires three client books worth $40m in FUA

ALEX BURKE  |  FRIDAY, 15 DEC 2017
Fiducian has added three financial planning client books, collectively representing an additional $40.9 million in funds under advice. The transactions were funded by excess cash; client bases are located in Perth, Melbourne and the Sunshine Coast ...

AZ NGA acquires Victoria practice

ALEX BURKE  |  WEDNESDAY, 15 NOV 2017
AZ Next Generation Advisory has acquired a financial planning firm established in 1983. Dunsford Financial Planning (DFP) is led by Mark Dunsford and based in Victoria's Mornington Peninsula. Part of the Now Financial Group, of which Dunsford is also ...

Pension fund consortium acquires renewable energy portfolio

KARREN VERGARA  |  THURSDAY, 26 OCT 2017
Global Infrastructure Partners (GIP) and a consortium of investment managers will acquire a renewable energy portfolio from an infrastructure fund manager and large developer with operations in Australia. The Global Infrastructure Partners III fund ...