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Showing 4141 - 4150 of 18263 results for "Plan"

Class launches new product

ANNABELLE DICKSON  |  TUESDAY, 13 OCT 2020
Self-managed super fund administration and software provider Class has launched an accounting and administration product for the growing number of discretionary and unit trusts. Class Trust is said to make the administration process easier for financial ...

Evans Dixon to rebrand

KARREN VERGARA  |  MONDAY, 12 OCT 2020
Evans Dixon plans to rebrand and remove 'Dixon' from its name after former chief Alan Dixon severed all ties with the ASX-listed firm. Subject to shareholder approval, Evans Dixon will rebrand to E&P Financial Group and change its ticker code ...

Stanford Brown adds partner

KARREN VERGARA  |  MONDAY, 12 OCT 2020
Stanford Brown has welcomed a new partner and financial adviser to the firm shortly after it named a new chief executive. Nicky Boustred has joined as a private wealth adviser and shareholder, after running Nixon Boustred Advisory, a financial planning ...

NZ firm hires 10 analysts in Australian expansion

ELIZABETH MCARTHUR  |  MONDAY, 12 OCT 2020
A New Zealand investment bank with expansion plans in Australia has revealed a "heavyweight" line-up of investment professionals joining its equities research team. Jarden announced it would be expanding into the Australian market in May of this year ...

Aware Super announces $1bn property project

ELIZABETH MCARTHUR  |  MONDAY, 12 OCT 2020
... Lendlease. The property is 1 Java Street, Brooklyn and has an estimated end development value of $1 billion. The development plan involves turning a full city block into approximately 800 residential apartments to be rented as part of the Affordable ...

ClearView pushes ahead with SFT

KARREN VERGARA  |  FRIDAY, 9 OCT 2020
... LifeSolutions Super and Super Rollover products to the HUB24 Super Fund, ceasing to be members of the ClearView Retirement Plan. The trustee will change from ClearView Nominees to Equity Trustee's HTFS Nominees, which was recently appointed by HUB24 ...

Adviser sentenced to eight years' prison

ELIZABETH MCARTHUR  |  FRIDAY, 9 OCT 2020
A financial adviser has been jailed over using clients' money to fund his lifestyle to the tune of $1.1 million, including $72,000 he spent on a boat, while licensed by AMP, NAB and Synchron. Anthony Dick has been sentenced to eight years in prison ...

Active portfolios post stellar returns

KARREN VERGARA  |  FRIDAY, 9 OCT 2020
... Disruption Option, managed by Baillie Gifford, delivered a staggering 70.76% p.a. and 96.18% p.a. for its super and pension plan respectively. On an annualised basis it returned 28.8% p.a. as at September2020 since inception, while its benchmark delivered ...

Retirees value home over super: Research

ANNABELLE DICKSON  |  FRIDAY, 9 OCT 2020
... compared to nearly all of those identifying as 'frugal but secure' still feeling secure. However, just 0.4% of respondents plan to access their superannuation early. "Older Australians are among the wealthiest in the world. They have been great investors ...

MySuper reforms could have downsides

ELIZABETH MCARTHUR  |  FRIDAY, 9 OCT 2020
... relationships are conducive to asset gathering by investment managers, they do not appear to generate commensurate benefits for plan sponsors via higher gross returns or lower fees," the research found. Hiring on the basis of performance is problematic ...