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Showing 2931 - 2940 of 10367 results for "Trust"

ASIC to wind up PE Capital

ELIZABETH MCARTHUR  |  FRIDAY, 14 MAY 2021
ASIC has taken action to wind up PE Capital Funds Management and its managed investment schemes. The regulator is alleging that PE Capital operated unregistered managed investment schemes including the PE Capital Property Development Fund, PE Capital ...

Female CFPs more invested in financial planning

KARREN VERGARA  |  FRIDAY, 14 MAY 2021
... women with the Certified Financial Planner designation are more focused on holistic yet detailed advice and can build client trust better than male counterparts. The survey commissioned by the CFP Board of Standards found that female CFPs are more invested ...

BetaShares hires from Class

ANNABELLE DICKSON  |  FRIDAY, 14 MAY 2021
The former chief strategy officer at Class Limited has joined BetaShares as executive director of corporate development, taking over from Jason Gellert. Glenn Poynton will join the ETF provider in June, having spent over three years at Class where he ...

Kapstream co-founder announces career break

KARREN VERGARA  |  THURSDAY, 13 MAY 2021
... to serving our clients will position them to generate solid returns." "I thank the team and senior management for their trust over the past 15 years and will miss their professionalism and friendship."

Equip, Catholic appoint acting CIO

KANIKA SOOD  |  WEDNESDAY, 12 MAY 2021
Togethr Trustees has named an acting chief investment officer, as it looks for a permanent replacement for Anna Shelley, who is leaving for AMP Australia. Effective July 1, Darren Rosario will act in the role. Rosario is currently the head of portfolio ...

No big losers in FY22 budget

JAMIE WILLIAMSON  |  TUESDAY, 11 MAY 2021
Just about everyone is a winner in this year's federal budget, with treasurer Josh Frydenberg extending tax cuts, significant measures to enhance women's economic security and a $15 billion infrastructure spend. Delivering the 2021/22 federal ...

$450 SG threshold axed

JAMIE WILLIAMSON  |  TUESDAY, 11 MAY 2021
The longstanding requirement for workers to earn more than $450 a month to be entitled to the superannuation guarantee has been scrapped. In a move that would benefit more than 200,000 women, the need for Aussies to earn more than $450 a month in order ...

Investors greenlight LIC to ETF conversion

KANIKA SOOD  |  TUESDAY, 11 MAY 2021
... contract for the new ETMF. "They have been working over a year on how they will be making the change from a company to a trust," said Perpetual corporate trust general manager, sales and marketing Glen Dogan. The fund will use Macquarie as its external ...

Fiducian acquires Adelaide adviser's FUA

KANIKA SOOD  |  TUESDAY, 11 MAY 2021
Fiducian Financial Services paid $495,000 to acquire $23 million of advice assets from a North Adelaide adviser exiting the industry. The dealer group acquired the assets for a Tasmanian financial planner in its network, who is relocating from Tasmania ...

TAL fund in SFT

ELIZABETH MCARTHUR  |  TUESDAY, 11 MAY 2021
... On 31 May 2021, all members of the $1.1 billion TAL Superannuation and Insurance Fund will be transferred to Mercer Super Trust by way of a successor fund transfer. TAL Life will remain the insurer but Mercer will become administrator. In November 2020 ...