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Showing 511 - 520 of 1323 results for "Stage 1"

What SMSFs will look like in 2030

ELIZABETH MCARTHUR  |  WEDNESDAY, 19 FEB 2020
A panel discussion at the SMSF Association Conference has sought to predict what the SMSF industry will look like in 10 years' time, with the issue of retirement front and centre. Rice Warner executive director Michael Rice, Challenger chair of retirement ...

Perpetual to build US distribution

KANIKA SOOD  |  FRIDAY, 31 JAN 2020
Perpetual is set to acquire a US investment firm managing $5.5 billion, and will establish a distribution arm in the US. The ASX-listed asset manager will pay about $54 million to acquire Boston-based Trillium Asset Management. Trillium has been around ...

American private debt fund eyes Australia

KANIKA SOOD  |  THURSDAY, 23 JAN 2020
A private debt manager with stellar past returns, is eyeing local superannuation funds as it starts to raise for a new fund. Victory Park Capital, headquartered in Chicago, is best known in the US for lending to financial services companies, focused ...

New fund invests $45m in SA

ELIZA BAVIN  |  FRIDAY, 17 JAN 2020
A new fund has invested $45 million into the South Australian health and biotech industries. The Chinese fund has invested the money to accelerate the development and commercialization of health and medical research outcomes from South Australia. The ...

Platform ends year with hiring spree

ELIZABETH MCARTHUR  |  THURSDAY, 9 JAN 2020
An ASX-listed platform ended 2019 with a raft of new hires, including additions to the board of its superannuation offering. Xplore Wealth appointed Karen Machovsky as project governance and change management head and Durand Oliver as state distribution ...

Industry veteran set to launch new fund

ELIZA BAVIN  |  WEDNESDAY, 8 JAN 2020
An industry veteran is gearing up to launch a new fund next week, focusing on Australian equities. Julia Lee, founder and chief investment officer of Burman Invest, left her role at Bell Direct after 11 years at the end of 2019 to launch her new business ...

Industry veteran arrested

ELIZABETH MCARTHUR  |  WEDNESDAY, 18 DEC 2019
A high-profile financial services veteran was arrested at Sydney airport this morning. Sir Ron Brierley was arrested and charged this morning after allegedly being found in possession of child abuse material. After a search of carry-on luggage, the ...

Super sector to dominate by 2034

ALLY SELBY  |  MONDAY, 16 DEC 2019
The superannuation industry will undergo profound changes that will see it grow to become a $7 trillion market ($4.8 trillion in today's dollars) by 2034. But it's not all good news for the retail sector. That's according to the latest report from actuary ...

Paraplanners tackle compliance challenges

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
The role of paraplanners in compliance has been highlighted at the FPA Congress, with discussion turning to the FASEA Code of Ethics which continues to present complications. Nadia Docker is director, client engagement at Integrity Compliance and part ...

ASFA strikes back at super detractors

HARRISON WORLEY  |  WEDNESDAY, 13 NOV 2019
Association of Superannuation Funds of Australia chief executive Martin Fahy has hit out against vocal critics of the super system on the opening morning of the 2019 ASFA Conference in Melbourne today. Fahy took to the stage to call on the government ...