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Showing 4011 - 4020 of 4543 results for "Michael"

Credit Suisse outsources to State Street

MICHAEL HOBBS  |  WEDNESDAY, 31 OCT 2007
Credit Suisse Asset Management Australia has teamed up with State Street in an outsourcing deal that will see the custodian provide middle and back office services across the investment group's $23 billion assets under management. As part of the deal ...

AUI expands retail arm

MICHAEL HOBBS  |  WEDNESDAY, 31 OCT 2007
Australian Unity Investments (AUI) has appointed Mark HortonAndrews to head of product and Cameron Farrar to business development manager as part of the company's strategy to develop its retail division. Prior to this appointment, HortonAndrews spent ...

BT Financial and Westpac launch all-in-one super

MICHAEL HOBBS  |  TUESDAY, 30 OCT 2007
A month after BT Financial Group chief executive Rob Coombe challenged the industry to find better ways to engage the public on the retirement savings debate, the group and Westpac have introduced sweeping changes to the way BT provides superannuation-related ...

MLC reduces SOA burden

MICHAEL HOBBS  |  TUESDAY, 30 OCT 2007
It's not quite wafer thin but MLC has reduced its Statement of Advice (SoA) templates by more than two-thirds shortly after the introduction of the 'Incorporation by Reference' legislation. The new law, which was introduced three months ago, mandated ...

AFA makes room for Gen Xers

CHRIS NICHOLLS  |  TUESDAY, 30 OCT 2007
... roles, said AFA chief executive Richard Klipin. The council will comprise national coordinator Brad Fox, Esther Althaus, Michael Grammatico, Susan Impey, Adam Smith Jason Danjoux, Scott Anderson, Colette Thunig, Mark Stubbings, Gerry Porter (AFA Queensland ...

Transition to retirement still a mystery

MICHAEL HOBBS  |  MONDAY, 29 OCT 2007
More education is needed to ensure those approaching retirement age don't overlook the benefits of transition to retirement (TTR) strategies, according to Doug Webber, Macquarie private wealth national practice manager. During Macquarie's private wealth ...

ATO fines SMSF $62k

MICHAEL HOBBS  |  MONDAY, 29 OCT 2007
As the Australian Tax Office cracks down on SMSF misuse, a trustee couple representing Axent Group have been fined up to $62,500 for using nearly $150,000 in fund assets to pay their personal debt. The group has been fined $30,000 after selling property ...

Tassies downsize to upsize retirement

MICHAEL HOBBS  |  FRIDAY, 26 OCT 2007
Many Tasmanians intend to sell their current home to part-fund their retirement and move to a 'smaller' property, a decision that could lead them into financial strife, according to Quadrant super chief executive Wayne Davy. Quadrant commissioned a ...

CFS GAM appoints alpha execs

MICHAEL HOBBS  |  FRIDAY, 26 OCT 2007
Colonial First State Global Asset Management has expanded its Alpha Strategies team, appointing Leah Kelly to senior investment analyst and Ondre Ozer to investment analyst. Prior to this appointment, Kelly worked in portfolio construction and management ...

K2 back on IPO path

MICHAEL HOBBS  |  FRIDAY, 26 OCT 2007
K2 Asset Management Holdings (K2) has declared that market conditions are now right to re-list on the ASX, after withdrawing its initial public offering in August. Campbell Neal, executive director at K2 Asset Management, previously said a listing in ...