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Showing 11 - 20 of 25 results for Whitney Fitzsimmons

SME owners urged to streamline their retirement exit strategies

WHITNEY FITZSIMMONS  |  WEDNESDAY, 6 APR 2016
Over the next five years 40% of owners plan to leave their businesses, with 66% planning to use the profits from selling their businesses as their primary source of retirement income. Despite this, only 12% have a documented succession and exit strategy ...

Gender super gap widest for women at lower income levels

WHITNEY FITZSIMMONS  |  TUESDAY, 5 APR 2016
New data from the Australian Taxation Office (ATO) shows the retirement savings gender gap is highest for women who work part-time and are in the bottom two tax brackets. The gap in super savings is most severe for females on lower taxable incomes ...

Mentor Education appoints new chair

WHITNEY FITZSIMMONS  |  TUESDAY, 5 APR 2016
Mentor Education, Australia's largest privately owned financial services training company has appointed Jim Taggart to the role of the organisation's inaugural chair. Taggart has had a distinguished career as a financial adviser and business and community ...

New boss for Australian Chamber of Commerce and Industry

WHITNEY FITZSIMMONS  |  TUESDAY, 5 APR 2016
Former Shell Australia executive James Pearson is the new chief executive of the Australian Chamber of Commerce and Industry (ACCI). Pearson replaces Kate Carnell, who was recently appointed by the Federal Government as the first Small Business and ...

The lucky country may not be so for future generations

WHITNEY FITZSIMMONS  |  MONDAY, 4 APR 2016
New research from MLC reveals a third of Australian parents think lack of financial planning will prevent their children from enjoying the same lifestyle as them, with nearly 60% of the 2,000 surveyed saying the next generation will never own their ...

Pengana absolute return fund shifts to daily pricing

WHITNEY FITZSIMMONS  |  MONDAY, 4 APR 2016
Australian funds management group, Pengana has announced that its Pengana Absolute Return Asia Pacific Fund (PARAPF) has moved to daily pricing. The move brings the fund's pricing, and processing of applications and redemptions in line with the rest ...

Melbourne and Perth to receive a $25m arts education initiative

WHITNEY FITZSIMMONS  |  FRIDAY, 1 APR 2016
The Packer Family Foundation and Crown Resorts have announced an eight year commitment to a new arts education initiative in Perth and Melbourne. The joint initiative was announced based on the success of the Western Sydney Arts Initiative. The program ...

La Trobe P2P option gets SQM rating

WHITNEY FITZSIMMONS  |  FRIDAY, 1 APR 2016
Ratings organisation SQM Research has given La Trobe Financial's Peer-to-Peer (P2P) investment option with a superior 4 star rating. SQM Research head Louis Christopher said: "The fund has outperformed the peer group and SQM Research's comparative benchmark ...

Kim Morison joins Blue Sky Alternative Investments board

WHITNEY FITZSIMMONS  |  FRIDAY, 1 APR 2016
Blue Sky Alternative Investments has appointed Kim Morison to the organisation's board. Morrison joined the company in 2010 and is the managing director of Blue Sky's Real Assets business with responsibilities across the company's assets portfolios ...

Industry groups slam SEC plan to limit derivatives

WHITNEY FITZSIMMONS  |  THURSDAY, 31 MAR 2016
US industry groups have hit back at a proposal by the Securities and Exchange Commission (SEC) to try to limit investors' exposure to risk. In December Mary Jo White, the chair of the US corporate watchdog said a funds' use of certain instruments can ...