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| | | Equity Trustees will follow Netwealth's lead and make an application to the government under Part 23 of the SIS Act for help in making First Guardian and Shield investors whole. Speaking at the Equity Trustees annual general meeting today, managing ... |
| | | | ... management, which currently sits at $36 billion. "The campaign supports our sustainable growth and as our fund grows through trust and awareness, we can continue to deliver greater value, improved investment opportunities, and keep fees as low as possible ... |
| | | | ... financial anxieties early, embracing digital platforms and AI-powered tools, addressing wellbeing and care needs and building trust in the public system as critical factors for being sufficiently prepared for retirement. It also noted supporting holistic ... |
| | | | ... The multi-asset solution is managed by Michael O'Dea, the head of multi-asset at Perpetual. Formerly the AON Master Trust, the fund rebranded as PacSuper in April 2024 after it was acquired by PacWealth Capital. On June 1, Chris Hagan became the ... |
| | | | ... for retirement. "We're very excited to have this innovative product in the wrap already, and coming into the master trust, MLC Super, soon," Woodall said. "All of this is supported by expertise in understanding markets and asset management. MLC Asset ... |
| | | | The Actuaries Institute has released a proposed framework for closing the financial advice gap in Australia. The Actuaries Institute Help, Guidance and Advice (HGA) Working Group undertook extensive research and consultation to examine how different ... |
| | | | Venture Egg financial adviser Ferras Merhi has been banned from working in financial services after ASIC successfully obtained interim restraining orders from the Federal Court. Yesterday, Justice Moshinsky restrained Merhi "through his servants, agents ... |
| | | | ... BlackRock has also been gearing up to list a Bitcoin ETF for Australian investors. It currently runs the iShares Bitcoin Trust ETF in the US, which houses over US$93 billion and has returned 82.67% since inception in January 2024. |
| | | | ... by GCPF, including as evidence of recoverability. O'Shea also didn't obtain evidence related to the $6.5 million of unit trust investments apparently held by the Alpha Fund, or as to the recoverability of loans from UGC to its director Joel Hewish for ... |
| | | | ... September, Macquarie closed off several Metrics Credit Partners products, such as the Direct Income Fund, Income Opportunities Trust, Real Estate Multi-Strategy Fund and Master Income Trust, to super members. Meanwhile, in July the Vertium Equity Income ... |
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