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Showing 11 - 20 of 26 results for "MSI"

Wealth firms merge for growth

JAMIE WILLIAMSON  |  MONDAY, 2 JUL 2018
... Melbourne-based financial services firms has seen the creation of a multi-disciplinary wealth management business. Morrows and MSI Ragg Weir have entered into a strategic merger, with all MSI Ragg Weir employees offered roles within the newly merged ...

Foreign trust disclosures overhauled in NZ

DARREN SNYDER  |  WEDNESDAY, 24 MAY 2017
... result, the information will be made available to the tax departments of overseas tax," Woodward said. In his recent post for MSI Global Alliance - an international association for independent accountancy and law firms - Woodward said in most tax jurisdictions ...

AFA presents Excellence in Education award

ALICE URIBE  |  MONDAY, 13 OCT 2014
Peter O'Callaghan of MSI Taylor Wealth Management has won the 2014 AFA Excellence in Education Award, presented at the AFA 2014 National Adviser Conference in Cairns today. The Association of Financial Advisers (AFA) and Asteron Life presented the award ...

AFA Excellence in Education state winners announced

HARRY PAGE  |  FRIDAY, 1 AUG 2014
... Everblue Consulting, Vijay Ghelani from Hanmoore Financial, Jonathan Woo from SWU Financial Planning and Peter O'Callaghan from MSI Taylor Wealth Management. The Award recognises advisers that continually invest in their staff and business, themselves ...

Macquarie adds Government Bond Fund to SIV suite

MARK SMITH  |  WEDNESDAY, 26 MAR 2014
Macquarie Specialist Investments (MSI) has expanded its offering to wealthy migrants with the launch of the Macquarie Significant Investor Visa (SIV) Government Bond Fund. The Macquarie SIV Government Bond Fund invests into bonds issued by Australian ...

MSI launches three new SIV funds

HARRY PAGE  |  WEDNESDAY, 22 JAN 2014
Macquarie Specialist Investments (MSI) has launched three new funds, broadening its Significant Investment Visa (SIV) following the 888 Fund that was established last year. Conservative, Balanced and Growth funds are the new three that MSI has launched. ...

Macquarie Dividend Run-Up fund launched

MARK SMITH  |  WEDNESDAY, 10 JUL 2013
Macquarie Specialist Investments (MSI) has launched a new Australian equities fund which provides access to dividend paying stocks. The Macquarie Dividend Run-Up Fund targets total returns, tax efficiency, volatility management and smoother returns ...

Whittaker Macnaught advisers to operate under Financial Wisdom

LAURA MILLAN  |  TUESDAY, 25 JUN 2013
... step in our plans for a national footprint," Eureka Whittaker Macnaught's chief executive Greg Cook said. Queensland-based MSI Taylor will also advise former Whittaker Macnaught clients. "It is pleasing so many Whittaker Macnaught advisers are establishing ...

Macquarie launches fund for significant investor visa migrants

MARK SMITH  |  WEDNESDAY, 8 MAY 2013
Macquarie Specialist Investments (MSI) has launched the Macquarie SIV Cash Fund, a new investment solution aimed at investors applying for the Significant Investor Visa (SIV). The Significant Investor Visa is a permanent residency visa launched at the ...

Time-based and opt-in preferred: MSI survey

ELISE BURGESS  |  TUESDAY, 23 AUG 2011
... time-based fees system if they want to make their business clients happy with opt-in also pegged as a "good idea", according to the MSI Global Alliance August survey. The survey, of around 570 Australian business owners, found that 68% want advisers ...