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Showing 11 - 20 of 186 results for "Heath"

AFCA urges super trustees to improve processes

ELIZA BAVIN  |  TUESDAY, 13 AUG 2024
The Australian Financial Complaints Authority (AFCA) said the average loss on a superannuation scam complaint was just under $90,000. AFCA said of the nearly 11,000 complaints in relation to scams last financial year, less than 20 came from superannuation ...

Future Fund hires Fortlake investments deputy

ELIZABETH FRY  |  MONDAY, 29 JUL 2024
... fund's investment chief - said Richards' role has been replaced to an extent by hiring chief strategy officer Tiffany Heath. Heath split her last 18 years between Goldman Sachs and UBS running derivatives execution and clearing for Australia ...

Advisers shoulder massive wealth transfer

KARREN VERGARA  |  FRIDAY, 7 JUN 2024
... the back of 40-plus year careers when you're having these sorts of conversations," Vade says. Among his clients, Paul Heath, the chief executive of Koda Capital, sees robust demand for intergenerational wealth that is used to make an impact. Heath ...

Preqin launches new term intelligence tool

ELIZA BAVIN  |  FRIDAY, 31 MAY 2024
Preqin has announced the launch of a new tool named Term Intelligence, which introduces one of the largest searchable databases of Limited Partner Agreement (LPA) terms globally and enables enhanced private fund negotiations. Preqin said alternative ...

AustralianSuper to deploy £8 billion in the UK

ANDREW MCKEAN  |  TUESDAY, 5 MAR 2024
AustralianSuper is set to deploy more than £8 billion of new capital into the UK, projecting its investment portfolio to surpass £18 billion by 2030. The superannuation giant plans to channel capital into large-scale, long-term investment opportunities ...

Super bequest reform can boost charitable giving by billions: Report

ANDREW MCKEAN  |  TUESDAY, 24 OCT 2023
... $260.4 billion from superannuation bequests over the period leading to 2060. Philanthropy Australia chief executive Jack Heath said: "This reform can transform giving in Australia. It would also streamline tax policy and remove the anomaly that if you ...

Managed fund research lead at Koda resigns

KARREN VERGARA  |  MONDAY, 26 JUN 2023
... to take a break, a spokesperson confirmed. Coggins joined Koda in 2014 shortly after it was established by founders Paul Heath, Quentin Reeve, Steve Tucker, and Andrew Rutherford. Prior to joining Koda, Coggins worked in boutique companies and Commonwealth ...

Income Asset Management buys credit fund

CHLOE WALKER  |  THURSDAY, 25 MAY 2023
Sydney-based Income Asset Management Group (IAM) has acquired River Capital Liquid Credit Fund and credit mandate for $72 million. It also divested its 25% stake in Fortlake Asset Management. The River Capital Liquid Credit Fund is a high conviction ...

How this budget was built

ALEX DUNNIN  |  TUESDAY, 9 MAY 2023
... education spending is up 6% to $48 billion, but the big-ticket items that really drive Australia's federal budget - heath and social security and welfare - are up only 1% and 2% this year. Social security and welfare spending nevertheless has some ...

Lumiant acquires longevity app

KARREN VERGARA  |  FRIDAY, 28 APR 2023
Lumiant has acquired an app that helps financial advisers monitor clients' health, longevity and aged care risks that could impact retirement. Chicago-based Genivity, deemed a health analysis and longevity optimiser (HALO), will integrate into Lumiant's ...