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Showing 341 - 350 of 517 results for Staff Writer

Perennial Aussie equities fund receives Zenith rating

STAFF WRITER  |  WEDNESDAY, 20 AUG 2014
Zenith Investment Partners has rated the Perennial Value Wealth Defender fund, which was launched in late May 2014. The fund received a 'recommended' rating from Zenith. The research house said that the fund "provides investors with a unique exposure ...

Skaffold appointment signals assault on SMSF market

STAFF WRITER  |  MONDAY, 18 AUG 2014
Stock research company Skaffold.com has appointed Trevor Clisby to lead its expansion into financial services and self-managed super fund (SMSF) administrator markets. Clisby's title is head of wholesale markets. He has over 25 years of financial markets ...

Allan Gray funds to access mFund through OneVue

STAFF WRITER  |  FRIDAY, 15 AUG 2014
Two Allan Gray funds will be the first OneVue clients to list on the recently-launched Australian Securities Exchange (ASX) mFund. Investors will be able to access the Allan Gray Australia Equity Fund and the Allan Gray Australia Opportunity Fund. The ...

Skaffold targets SMSF with latest hire

STAFF WRITER  |  FRIDAY, 15 AUG 2014
Independent stock research company Skaffold looks to expand further into the SMSF administrator markets with its latest hire. Trevor Clisby, who was most recently general manager at Green Light Super Services, has been appointed head of wholesale markets. ...

Ascalon acquires stake in Morphic AM

STAFF WRITER  |  THURSDAY, 14 AUG 2014
BT Financial Group boutique asset manager Ascalon Capital Managers has acquired a minority stake in Morphic Asset Management. Ascalon's involvement is intended to expand the business significantly, particularly through its global distribution capability. ...

CareSuper, Crowe Horwath partner to wind up SMSFs

STAFF WRITER  |  WEDNESDAY, 13 AUG 2014
CareSuper has set up a self-managed super fund (SMSF) wind up service in partnership with accounting and financial advice firm Crowe Horwath. CareSuper noted that the latest figures from the Australian Taxation Office (ATO) point at an increasing trend ...

GBST delivers first SuperStream contributions to SMSFs

STAFF WRITER  |  WEDNESDAY, 13 AUG 2014
GBST, a SuperStream Gateway provider for self-managed super funds (SMSFs) has delivered its first live SuperStream electronic choice contributions messages destined for SMSFs. This initial SuperStream "cohort" which commenced live contributions on 4 ...

MyState appoints GM from Westpac

STAFF WRITER  |  WEDNESDAY, 13 AUG 2014
Banking and wealth management group MyState Limited has appointed a new general manager of sales and distribution. Huw Bough will drive MyState Limited's sales and distribution strategy across MyState Limited's retail banking brands, The Rock and MyState ...

BOQ CEO resigns for overseas role

STAFF WRITER  |  WEDNESDAY, 13 AUG 2014
BOQ chief executive Stuart Grimshaw will depart the bank at the end of August to pursue a non-banking opportunity outside Australia. Chief operating officer Jon Sutton will take over as acting chief executive from 1 September 2014. The Board is currently ...

Administrators fined over 'free ' SMSF set up claims

STAFF WRITER  |  TUESDAY, 12 AUG 2014
The Australian Securities and Investments Commission (ASIC)A has ordered a self-managed superannuation fund (SMSF) administration service provider to pay an infringement notice penalty after claiming its service was free. Your Super Accountant has paid ...