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Showing 11 - 20 of 22 results for "WealthFocus"

Perpetual shuts $1bn mortgage funds to focus on income

MATT WOODINGTON  |  FRIDAY, 16 SEP 2011
... by payments every six months as the books mature. Perpetual's Wholesale Monthly Income Fund, Monthly Income Fund, WealthFocus Super and Pension Fund's Mortgage Option, WealthFocus Investments Mortgage Fund and Private Investor Mortgage Fund will all ...

Perpetual appoints GM for Aust eq sales

COMPANY RELEASE  |  MONDAY, 12 OCT 2009
... was ranked first for platforms sales in 2008 (Wealth Insights Survey) and attained a top 10 market share ranking for Wealthfocus. Meanwhile Paul Norris has been appointed general manager - sales superannuation and investment solutions, replacing Mckinnon. ...

Solaris gets "highly recommended" rating

MICHAEL HOBBS  |  THURSDAY, 29 JAN 2009
... more than five per cent over a two month period to January. It is available on the BT, Asgard, Aventeos, Perpetual Wealthfocus, Tower and IOOF platforms.

Perpetual slashes CGT costs

RUTH LIEW  |  WEDNESDAY, 1 OCT 2008
Advisers looking for an edge around CGT costs can now access Perpetual's WealthFocus Investment Advantage - a new non-super product that allows switching investment options without incurring capital gains tax. Eric Wang, Perpetual group executive of ...

Perpetual raises death benefits

MICHAEL HOBBS  |  WEDNESDAY, 26 MAR 2008
Perpetual has upgraded its WealthFocus platform enabling advisers to automate the processing of a type of death benefit called 'anti-detriment payments', with the end result of a bigger lump sum payment for the benefit recipient. An anti-detriment payment ...

Perpetual appoints new head of platforms

CHRIS NICHOLLS  |  FRIDAY, 10 AUG 2007
... instrumental in improving our platform offering and developing a best practice sales and marketing program for Perpetual's WealthFocus platform. "With more than 15 years' experience in the wealth management industry, Gai brings to Perpetual extensive ...

Perpetual repatriates UK pension benefits

NICK OLIVER  |  TUESDAY, 13 FEB 2007
The British pensions regulator, Her Majesty's Revenue and Customs, has awarded Perpetual Wealthfocus 'Qualifying Registered Overseas Pension Scheme' (QROPS) status as part of recent legislative changes. This recognition means that UK expatriates will ...

NSW Bookmakers and Perpetual top super tables

HAMISH MADDEN  |  THURSDAY, 7 DEC 2006
... over the last three years and 19.9 per cent over the last 12 months. In the Australian equities category Perpetual's WealthFocus Super Plan - Geared Australian Fund took top honours, returning a stellar 43.9 per cent over three years and 50.8 per cent ...

Perpetual appoints former Credit Suisse platform manager

... Perpetual Investments have appointed a former Credit Suisse AM platform manager as the new head of their retail platform WealthFocus. Before joining Perpetual, Barry Porter was responsible for CSAM's MasterWrap. He also worked as the manager of Investment ...

Assirt/S&P still hesitant on Perpetual

... Gullo says. In addition to the international options for Fidelity Perpetual's wholesale, pooled superannuation trust, WealthFocus allocated pension all being placed on hold the split growth, diversified growth and balanced growth options for the three ...