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Showing 271 - 280 of 2208 results for "CRO"

Vanguard Super hits $1bn, soft launches pension product

JAMIE WILLIAMSON  |  WEDNESDAY, 28 FEB 2024
Vanguard Super has amassed $1 billion in funds under management in just over 12 months, while delivering the best-performing Lifecycle MySuper option of 2023 and quietly rolling out a retirement offering at half the cost of the incumbents'. Speaking ...

US family office launches Australian arm

CHLOE WALKER  |  TUESDAY, 27 FEB 2024
The Asena Family Office (Asena) has officially set up shop down under, merging with Melbourne-based boutique family office and asset management firm Giles Wade. To date, Asena said it has almost exclusively targeted an Australian audience with interests ...

Bragg calls for another Financial System Inquiry, critiques ASIC, APRA

ANDREW MCKEAN  |  FRIDAY, 23 FEB 2024
Senator Andrew Bragg has called for another Financial System Inquiry (FSI) to address "structural problems" in the twin peaks of financial sector regulation, ASIC and APRA. In his speech to the Financial Services Council (FSC), Bragg argued that "clear ...

Morrison divestment lifts Sequoia profits

JAMIE WILLIAMSON  |  FRIDAY, 23 FEB 2024
Sequoia Financial Group reported an "abnormally high" net profit after tax (NPAT), coming in 4317% higher than the prior corresponding period. However, it also flagged "several" complaints to the Australian Financial Complaints Authority (AFCA) that ...

New caps can increase super contributions: SMSFA

KARREN VERGARA  |  THURSDAY, 22 FEB 2024
The changes in concessional and non-concessional contributions caps announced today could mean that some Australians can have additional disposable income to contribute to superannuation, according to the SMSF Association. From 1 July 2024, the standard ...

Advisers should have an AI plan: Netwealth

CHLOE WALKER  |  THURSDAY, 22 FEB 2024
When it comes to incorporating artificial intelligence (AI) and big data into an financial advice practice, it's imperative to have a plan in place, according to Netwealth head of marketing Andrew Braun. Addressing the crowd at the SMSF Association ...

Teals will push for super tax indexation: Burgess

CHLOE WALKER  |  THURSDAY, 22 FEB 2024
The SMSF Association has confirmed it likely doesn't have enough senators on its side to block the proposed $3 million superannuation tax, but Teal independents intend to force an amendment ensuring it is indexed. Providing a legislative and technical ...

Younger Aussies embracing SMSFs, guidance needed

CHLOE WALKER  |  WEDNESDAY, 21 FEB 2024
According to Class general manager, growth Jo Hurley, younger generations want more control over their retirement savings than ever before, and financial advisers need to cater to this demand. Addressing the crowd at the SMSF Association Conference ...

SMSF scammers charged with criminal offences

KARREN VERGARA  |  WEDNESDAY, 7 FEB 2024
A duo who allegedly defrauded self-managed super funds (SMSF) have been charged by the Melbourne Magistrates Court with a string of criminal offences. The charges follow an ASIC investigation into the activities of Joseph Cullia and Zoran Markovic ...

Sequoia strikes deal to acquire Clique Paraplanning

ANDREW MCKEAN  |  MONDAY, 5 FEB 2024
Sequoia Financial Group has acquired the business assets of Clique Paraplanning in cash on an earn out revenue multiple of about one. According to an ASX announcement, the deal comprised of $150,000 in cash and $60,000 in shares. The earn out and final ...