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Showing 3841 - 3850 of 3940 results for "USI"

Former NAB financial planner charged over massive fraud

Paul Drakos has appeared in Sydney Local Court to answer eight charges of obtaining a financial advantage by deception, two charges of fraudulent misappropriation and four charges of making and using false documents. The 14 criminal charges brought ...

Investment management company director gaoled for seven years

The Sydney District Court has sentenced Robert Walker to seven years' gaol with a non-parole period of four and a half years after he pleaded guilty to 21 counts of deception under the Crimes Act 1900. ASIC brought the charges against Walker that related ...

Telstra Super allows public access

The Telstra Superannuation Scheme has applied for a licence to enable it to become a public offer fund. Granting of the licence will allow the fund to accept contributions from members of the general public once Choice of Fund legislation is introduced ...

Zurich software mixes and matches pensions

Zurich Financial Services Australia has developed a new software tool to assist financial advisers establish the best combination for their clients involving a mix between an allocated pension (AP) and a term-allocated pension (TAP). The product called ...

CalPERS boss given marching orders

Sean Harrigan, the President of America's biggest pension fund, California Public Employees' Retirement System (CalPERS), has been removed from his post. Harrigan lost his job at the $177-billion fund after the state's Personnel Board voted three to ...

BT wins Fiducian mandate

Fiducian Portfolio Services has awarded a $20 million mandate to BT Financial Group for the Fiducian Australian Shares Fund. The fund uses a blend of diverse specialist Australian share managers and has achieved solid performance over the last five ...

MIR expands offering into retail space

Boutique fund manager MIR Investment Management will offer a series of funds into the retail space through its alliance with Equity Trustees (EQT). The move follows on from MIR offering its three investments products, an Australian equities funds, an ...

Credit Suisse appoints Mercer to multi-manage new MasterWrap platform

Credit Suisse Asset Management (CSAM) has appointed Mercer as multi-manager asset consultant for its new MasterWrap platform. The inclusion of Mercer in CSAM's MasterWrap's platform solutions mirrors a similar offering to institutional clients through ...

ATO cracks down on SMSFs

The Australian Taxation Office (ATO) has served notice it will be taking a hard line against non-complying self-managed superannuation funds (SMSFs) and is in the process of formulating a three-step process to help determine which SMSFs to audit. As ...

A premium choice in boutique shopping

Platform provider PremiumChoice has increased its boutique manager offerings as part of its strategy to combine boutique funds with traditional funds. Additional funds to be included in the navigator investments menu include K2 Asset Management, Hunter ...