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Showing 5421 - 5430 of 18266 results for "Plan"

Mercer names administration services lead

KARREN VERGARA  |  WEDNESDAY, 15 MAY 2019
Mercer Australia appointed a new leader for its administration business, who will take the post in July. Craig Rice will join Mercer Administration Services, based in Wollongong. He takes over from Jo-Anne Bloch, who led the business for two years. ...

Life expectancy declining: KPMG

KARREN VERGARA  |  WEDNESDAY, 15 MAY 2019
Latest research from KPMG debunks the assumption that life expectancy is increasing when in fact it has contracted for the fourth consecutive year. After analysing the mortality of UK retirees on defined benefit plans, the KPMG 2019 Pensions Accounting ...

Labor proposal targets low income earners: Association

ELIZABETH MCARTHUR  |  WEDNESDAY, 15 MAY 2019
The Alliance for a Fairer Retirement System is arguing Labor's refundable franking credits proposal does not target the wealthy but impacts low income earners instead. Deborah Ralston, spokesperson for the Alliance and chair of the SMSF Association ...

Advice and accounting align post-Royal Commission: CountPlus

ELIZABETH MCARTHUR  |  TUESDAY, 14 MAY 2019
New research released by CountPlus shows that Australia's advice and accounting sectors will rapidly converge in the post-Hayne world. The CountPlus whitepaper argues that a new space defined by professionalism and quality advice outcomes is rapidly ...

Midwinter acquires InvestmentLink

ELIZABETH MCARTHUR  |  TUESDAY, 14 MAY 2019
Midwinter announced changes to its leadership team after completing the acquisition of financial planning software provider InvestmentLink. InvestmentLink contains over 4.4 million client accounts across 300 superannuation and managed funds. It has ...

Bennelong adds Asian equities boutique

KANIKA SOOD  |  TUESDAY, 14 MAY 2019
Bennelong Funds Management's UK subsidiary has added a third boutique, and is planning to introduce Australian versions of the funds later this year. BennBridge's new boutique called BambuBlack will invest in Asian equities through two funds ...

Advice practice supply outweighs demand

JAMIE WILLIAMSON  |  MONDAY, 13 MAY 2019
The valuation gap between high-quality financial advice businesses and conventional practices is growing, with the sector quickly turning into a buyers' market. Latest insights from Radar Results show the valuation gap between high-quality practices ...

Morgan Stanley raises capital for 86 400

ELIZABETH MCARTHUR  |  FRIDAY, 10 MAY 2019
Aspiring bank 86 400 has announced it is opening its doors to new investors with a funding push, appointing Morgan Stanley to drive the capital raising. 86 400 chief executive Robert Bell said: "Bringing Morgan Stanley on is really important for us ...

Sargon launches SMSF alternative

JAMIE WILLIAMSON  |  FRIDAY, 10 MAY 2019
Financial advisers and their clients now have an alternative to the traditional self-managed superannuation fund, with Sargon partnering with an $11.5 billion platform to launch a small APRA fund. Sargon has partnered with HUB24 to provide advisers ...

Industry super fund appoints new chair

KARREN VERGARA  |  FRIDAY, 10 MAY 2019
... members of the fund for their support over the past 12 years. During this time we have helped many thousands of people to plan and save for their retirement," Haddock said. ACSRF has 90,000 members across Catholic schools, hospitals, human services and ...