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Showing 11 - 20 of 20 results for "Power of Attorney"

APFG hits back at claims

BEN COLLINS  |  FRIDAY, 11 MAY 2012
... contacted APGF management complaining about CYRE Trilogy's tactic of aggressively canvassing them to assign a Power of Attorney to act for them. "This is not about CYRE Trilogy being asked to act for investors, it is about CYRE Trilogy aggressively approaching ...

New port mgr for Equity Trustees

ELISE BURGESS  |  WEDNESDAY, 25 MAY 2011
... management services including personal investment administration and advice, and total care services including power of attorney arrangements. Equity Trustees manages in excess of $4 billion across its funds management, private client and superannuation ...

Bans hit bad planners: ASIC

ALISON BEVEGE  |  THURSDAY, 12 MAY 2011
... Capital and Xenith Investment Corp, traded contracts for difference on CMC Markets with his client's money, using power of attorney to authorise the trades. Diab can appeal against the decision to the Administrative Appeals Tribunal. On Tuesday ASIC ...

Equity Trustees names head of wealth mgmt

ELISE BURGESS  |  TUESDAY, 22 MAR 2011
... management services including personal investment administration and advice, and total care services including power of attorney arrangements. "With Australia's aging population, we anticipate more people will seek the services and support provided by ...

SMSFs carry underlying key person risk: report

MICHAEL HOBBS  |  WEDNESDAY, 4 AUG 2010
... national manager of technical services at ING Australia, said trustees are already encouraged to file an Enduring Power of Attorney when they set up an SMSF to address issues around ageing. The legal document allows someone, such as a family member ...

Trustees urged to review power of attorney

MICHAEL HOBBS  |  THURSDAY, 15 APR 2010
... documents for their fund because state and territory law can affect when and how that power is moved. Enduring power of attorney refers to the process where an SMSF trustee nominates a person to have legal control of the SMSF if they're unable to appropriately ...

SMSFs targeted in $428k swindle

ASIC RELEASE  |  FRIDAY, 21 AUG 2009
... process of setting up an account, which he strongly encouraged, clients signed a form that included a hidden power of attorney clause that allowed White to illegally transfer money from their accounts into his own. The investigation found many of his ...

Bonnie and Clyde team caught for fraud

RUTH LIEW  |  THURSDAY, 28 MAY 2009
... into SMSFs established by the company. It was a move that let him gain access to the funds through a hidden power of attorney clause. The clause, contained in one of the documents used to set up the fund, appeared to the investors to authorise the company ...

Trust names GM

... division covers financial planning, estates and trusts, funds management, health and personal injury, philanthropy, power of attorney services and wealth transfer planning.

Telstra Super form alliance with Trust

KATE HAGE  |  THURSDAY, 20 APR 2006
... rather than trying to cover it ourselves." "This is an extension of our existing services, around trusts and power of attorney as well as wills. Trust's Wealth Transfer Planning will be offered to all members on a referral basis from Telstra Super's ...
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