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Showing 3141 - 3150 of 9281 results for "wealth"

Survey shows future of mandates

ELIZABETH MCARTHUR  |  FRIDAY, 29 MAY 2020
A survey of 110 pension funds, endowments, foundations, sovereign wealth funds and insurance companies worldwide has revealed the new priority position ESG is taking in asset allocation. The survey was produced by the Morgan Stanley Institute for Sustainable ...

ERS emerges as tax loophole for expats

ALLY SELBY  |  FRIDAY, 29 MAY 2020
... temporary resident visa holder and be able to prove that they are unable to meet their immediate living expenses. Atlas Wealth Management managing director James Ridley said he has seen an increase in expats withdrawing their super for this reason. "No ...

Super release widens gender gap: AMP

ALLY SELBY  |  FRIDAY, 29 MAY 2020
... said. "But as an industry we need to support women navigating the implications of early release, help them protect their wealth, and re-build as the economy recovers." Additionally - the majority of those on the frontline of the crisis are women, she ...

Super fund appoints strategy lead

JAMIE WILLIAMSON  |  FRIDAY, 29 MAY 2020
... superannuation fund has appointed a chief strategy officer to help steer the fund through its planned transformation. Crescent Wealth has confirmed the appointment of Vanessa Liell to the role of chief strategy officer, bringing more than 25 years' ...

SMSFs to weather the storm

ELIZA BAVIN  |  THURSDAY, 28 MAY 2020
While hundreds of thousands of Australians remove tens of millions from their superannuation accounts, SMSFs are holding their own. The most recent superannuation statistics released by APRA show there was a decrease of 7.7% in total superannuation ...

Expats sweat as main residence CGT cut-off looms

ALLY SELBY  |  THURSDAY, 28 MAY 2020
... gains tax, expats now face further challenges in selling their former family homes, with only COVID-19 to blame. Atlas Wealth Management managing director James Ridley argues that with just over four weeks looming to the cut-off date for the main residence ...

IOOF to provide fee relief to adviser network

ELIZA BAVIN  |  THURSDAY, 28 MAY 2020
... going directly to those who need help and support and who need it now. Mota said the IOOF Community Offer will open up wealth management, in a time of need, to all Australians. "It is a tangible and meaningful approach to supporting the broader community ...

Receivers appointed to Mayfair 101 entity

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 MAY 2020
Receivers have been appointed to Mayfair 101's IPO Wealth, with Mayfair slamming the decision by the trustee and claiming this won't harm its Dunk Island development. Vasco Trustees Limited, the trustee of IPO Wealth, advised that on 22 May ...

Wealth platform appoints technology lead

ALLY SELBY  |  WEDNESDAY, 27 MAY 2020
A specialist wealth management platform has appointed a chief technology officer, bringing over 20 years' experience in technology roles to the software provider. WealthO2 has appointed Matthew Done as its chief technology officer, set to report directly ...

Adviser banned for five years

ELIZA BAVIN  |  TUESDAY, 26 MAY 2020
... follows ASIC surveillance of advice provided by NSW-based Sean Lewis while he was an authorised representative of Spectrum Wealth Advisers. ASIC found that Lewis failed to comply with financial services laws, including failure to provide advice that ...