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| | | Advice platform AZ Next Generation Advisory (AZ NGA) has partnered with Sydney Financial Planning to grow the firm's presence. Through this collaboration, AZ NGA will expand its reach in the eastern suburbs, where Sydney Financial Planning bases its ... |
| | | | Some TelstraSuper members will be transferred to Challenger Retirement Fund, following a decision to close its RetireAccess Lifetime Pension. The super fund has notified members that a review of its product suite as part of its merger plans with Aware ... |
| | | | Tyndall Asset Management confirmed it will close its doors early next year following a mandate loss, saying the decision "reflects current dynamics in Australian large cap value equities" and its market position. Australian equities specialist Tyndall ... |
| | | | The Clean Energy Finance Corporation (CEFC) is investing $35 million through the CEFC Household Energy Upgrades Fund (HEUF) in Starling Energy Group, which operates via its retail brand Plico. CEFC said the investment will help reduce household energy ... |
| | | | State Super and Frontier Advisors have completed their new partnership, with State Super's investment and operations specialists, led by chief investment officer Charles Wu, moving across to Frontier Advisors. As announced in October this year, State ... |
| | | | ... 37 and 46 will get death and TPD cover up to $300,000. Over the age of 46, the level of cover changes each year as the member ages. Those eligible for automatic cover who have not opted out will see insurance fees deducted at the end of each month from ... |
| | | | ... the study indicated that funds are increasingly implementing technology and AI as the solutions to assist in maximising member returns. Of the funds surveyed, 50% spend over 10% on technology and were prioritising the integration of AI solutions. Findings ... |
| | | | ASIC is inviting the superannuation and investment management sectors to have their say on changes to stamp duty and portfolio holdings disclosure requirements. The request follows a targeted review of superannuation investment disclosure requirements ... |
| | | | ... "During her time at Koda, Cass did a commendable job of building out our investment strategy capability and was a valuable member of the firm's leadership," a spokesperson said. The firm also confirmed that investment chief Norman Zhang will assume ... |
| | | | AustralianSuper has nixed several executive roles in its private markets team as it shifts towards external managers. The cuts are focused on the fund's mid risk business, which invests in infrastructure, property and private credit. Jessica Melville's ... |
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