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Showing 371 - 380 of 555 results for "Year End"

BTIM FUM down despite overall growth

ELISE BURGESS  |  MONDAY, 2 MAY 2011
BT Investment Management (BTIM) continues its focus on the wholesale market despite recording a $200 million drop in funds under management. In the company's results, closing FUM was $36.1 billion at 31 March this year, compared to $36.3 billion at ...

Trust Company eyes personal touch to build on growth

MATT WOODINGTON  |  WEDNESDAY, 20 APR 2011
Trustee services provider the Trust Company is aiming to overhaul its technology and IT systems to help increase engagement with personal clients after reporting a 13 per cent annual rise in EBITDA. Chief executive officer John Atkin attributed the ...

MLC preps advisers for EOFY

ELISE BURGESS  |  WEDNESDAY, 20 APR 2011
... EOFY opportunities with their clients," said Nunn. One of the tools available on the Adviser Support Centre is a 'Smart Year End Strategies' guide which outlines these strategies, and nine more, in detail. Additionally the centre will provide regular ...

Financial planners crushed by rigid ATO

ALISON BEVEGE  |  MONDAY, 4 APR 2011
... planner's fault. Employer billing cycles can result in unexpected payment falling on the wrong side of the financial year end, tipping a breach of the contributions cap. "An error can occur that the member had no influence over," he said. "For financial ...

Trust grows with NZ purchase

ALISON BEVEGE  |  TUESDAY, 15 MAR 2011
Trustee services provider Trust Company has acquired the New Zealand-based Guardian Trust Company, a move that adds a hefty $48 billion-plus to its total asset base. John Atkin, chief executive of The Trust Company, said he was very happy with the purchase ...

Super assets reach $1.32tr

MICHELLE BALTAZAR  |  THURSDAY, 10 MAR 2011
Total superannuation assets grew by 7.7 per cent last year to reach $1.32 trillion, with self-managed super funds accounting for the largest slice of the pie, APRA figures show. Prudential regulator APRA today released its quarterly superannuation performance ...

Bunga bunga

BENJAMIN ONG  |  TUESDAY, 8 FEB 2011
"There's a kind of hush (rush) all over the world tonight... So listen very carefully, closer now and you will see what I mean. It isn't a dream..." --Carpenters Just like Italy's Emperor (Silvio Berlusconi) was allegedly photographed with showgirls ...

EQT completes OAMPS buy

RUTH LIEW  |  THURSDAY, 4 NOV 2010
Equity Trustees has finalised its acquisition of the $265 million OAMPS Super Fund. The listed financial services group bought the fund, which previously belonged to the Wesfarmers Group, on 1 November. EQT chairman Tony Killen said OAMPS is a great ...

RewardSuper and Fin Synergy improve SMSF admin

RUTH LIEW  |  MONDAY, 18 OCT 2010
... services - in turn allowing advisers to access fast and secure data feeds. "Most accountants do the administration at year end, and they have a huge pile of work. "With our system [and automatic feeds] they can spread that throughout the year and do ...

EQT buys OAMPS Super Fund

RUTH LIEW  |  MONDAY, 27 SEP 2010
Equity Trustees will pay $10 million to buy OAMPS Super Fund from the Wesfarmers Group. According to a press statement released this morning, EQT will add around $265 million in funds under management to EquitySuper, EQT's superannuation business, following ...