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Showing 11 - 20 of 225 results for "Strategic Plan"

Cbus appoints chief financial officer

MATTHEW WAI  |  WEDNESDAY, 10 DEC 2025
... chief operating officer and chief financial officer at StatePlus Super between 2013 and 2017 to lead its five-year strategic plan to accelerate growth before transitioning to Aware Super for seven years as group executive finance, strategy and transformation ...

Clime shutters two funds, offloads retail book

KARREN VERGARA  |  TUESDAY, 25 NOV 2025
... terminal. Winding down our retail offerings and selling retail clients was identified as a logical step in our strategic plan last year." The group is currently finalising the terms to add $350 million of advised assets to the fold, which will come from ...

GSFM bolsters Queensland presence

ELIZABETH FRY  |  THURSDAY, 30 OCT 2025
GSFM is expanding its business development efforts in Queensland with a new key account manager hire. Kayla Batiste has been appointed to the newly created role, reporting to the $12.16 billion fund manager's head of retail business, Ben Williams. ...

Strategic partnerships focus for global family businesses: Deloitte

RIDDHIMA TALWANI  |  FRIDAY, 24 OCT 2025
Roughly half of family businesses globally intend to increase focus on strategic partnerships and joint ventures in the next 12 to 24 months. According to the latest report by Deloitte, which surveyed 1587 senior executives globally from family businesses ...

FEATURE: Fund admin | Tight Ship

KARREN VERGARA  |  FRIDAY, 24 OCT 2025
At any given opportunity, policymakers and industry leaders love to boast about Australia's 'world-class' $4.3 trillion superannuation system. While investments and performance have been impressive and the system has taken the pressure off the government ...

AZ NGA acquires majority stake in Geographe Financial Group

ANGELIQUE MINAS  |  TUESDAY, 14 OCT 2025
Advice platform AZ Next Generation Advisory (AZ NGA) has increased its stake in financial advice firm Geographe Financial Group (Geographe). Geographe has provided advice on superannuation, investments and insurance since 1976 for clients in Western ...

Focus Financial names Aus exec chair

MICHELLE BALTAZAR  |  THURSDAY, 28 AUG 2025
... Under the newly-created role, Danysh will be responsible for developing and executing the grup's long-term strategic plan. He will also continue to lead the corporate development function, the company said. "During his time at Focus, Travis has developed ...

Treasury launches retirement phase consultations

KARREN VERGARA  |  FRIDAY, 8 AUG 2025
Treasury has launched two consultations relating to the retirement phase, one of which seeks the right metrics and indicators to create transparency and improve retirement outcomes. The proposed Retirement Reporting Framework will require trustees to ...

Labor wins: What super, advice industries want

ELIZA BAVIN  |  MONDAY, 5 MAY 2025
... through reduced regulatory pressure. "Amid so much global uncertainty, the government should implement a long-term strategic plan to improve Australia's economic prospects, not just for this term but for future generations," Freeland said.

Powerhouse Ventures to launch flagship fund

ELIZA BAVIN  |  MONDAY, 24 MAR 2025
Powerhouse Ventures has provided an update on its strategic plans for the launch of its flagship private technology fund, to be called the Critical Infrastructure Opportunities Fund. The new fund will be launched under the Burleigh Ventures brand and ...