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Showing 431 - 440 of 682 results for "Legacy"

ATO closely monitoring SMSF balance caps

KARREN VERGARA  |  MONDAY, 19 FEB 2018
... these concepts," he said. "While many of the existing reserves held in SMSFs have arisen legitimately in the context of legacy pensions that are no longer available, the Commissioner considers that any need to maintain reserves in SMSFs is distinct from ...

Intergenerational wealth transfer at tipping point: Adviser

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
... financial planner is requested to retain his or her relationship with the family to ensure continuity of investment and legacy strategy for the remaining spouse and beneficiaries, he added. "The era of professional advice providers working in a collaborative ...

SMSF Association names new chair

JAMIE WILLIAMSON  |  WEDNESDAY, 14 FEB 2018
... in retirement and that every Australian has the right to control their retirement destiny," she said. "This is the proud legacy I have been bequeathed, and it's one that I will nurture, in partnership with the board, executive team and members, during ...

CBA purchase shifts AIA Australia executive team

KARREN VERGARA  |  FRIDAY, 2 FEB 2018
... Melbourne head office. She replaces Eleanor Ottaviano, who has taken an internal opportunity as head of transformation and legacy, a role that was created as part of AIA Australia acquiring CBA's life insurance businesses. For the last eight years, Ward ...

Former Macquarie executive director joins listed property firm

ALEX BURKE  |  THURSDAY, 18 JAN 2018
... executive team to ensure a smooth transition," Wolf said. "It has been a privilege to lead Abacus and I am very proud of the legacy I will leave behind. I would like to thank the board and everyone at Abacus for their support and unrelenting drive and ...

AZ NGA practice acquires regional advice firm

JAMIE WILLIAMSON  |  MONDAY, 8 JAN 2018
... principals like Ken know our acquisition process will be very professional, their clients will be in great hands, and their legacy respected," Cook said. "Ken's business is a great fit for us, and we believe we can roll out a wider value proposition ...

2018 Financial Standard Investment Leadership Awards

JOHN DYALL  |  FRIDAY, 22 DEC 2017
... changing role of financial advisers and the ways in which investment product manufacturers are responding. Among older legacy platforms and the products they hosted that relied on a large field force of aligned financial advisers for their net flows ...

Centrepoint Alliance names new chief executive

JAMIE WILLIAMSON  |  FRIDAY, 15 DEC 2017
... partner, ultimately made this role too attractive to pass up," he said. He added that he believes incumbent technology and legacy systems have shackled the advice profession from delivering advice in a manner which is best aligned to client needs. "I'm ...

Lowy hands over keys to the Westfield kingdom

ALEX BURKE  |  WEDNESDAY, 13 DEC 2017
... securityholders and Unibail-Rodamco's shareholders like." "Unibail-Rodamco's track record makes it the natrual home for the legacy of Westfield's brand and business. We look forward to seeing Westfield continue to grow as part of the world's premier ...

REST Industry Super names new chief executive

KARREN VERGARA  |  FRIDAY, 1 DEC 2017
... through several significant periods of industry change and transformation over his 11-year tenure as chief executive. "His legacy is a well-balanced and flexible organisation in a very strong position with around two million members and over $45 billion ...