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Showing 41 - 50 of 166 results for "Beneficiary"

AAT downgrades adviser banning

KARREN VERGARA  |  FRIDAY, 3 DEC 2021
... though she claimed she was not trying to find excuses". ASIC found that Lee falsely witnessed binding nomination of beneficiary forms for 17 clients, backdated documents and falsified a client's signature while a representative of ANZ. Lee represented ...

Tasmania remains best performing state: CommSec

ANNABELLE DICKSON  |  MONDAY, 25 OCT 2021
... But stimulus applied by state and territory governments will be important," James said. "Queensland would be a key beneficiary of the opening of borders with inter-state and overseas tourism driving spending and employment. Queensland and Northern Territory ...

Super, ASIC beneficiaries of advice challenges: Hearing

JAMIE WILLIAMSON  |  FRIDAY, 30 JUL 2021
... Jason Falinski who benefits from Australians being unable to access advice. In response, Harrison said "the biggest beneficiary seems to be ASIC because they keep on finding new ways to earn money"; a comment he said he was making "slightly facetiously". ...

Pendal open to more acquisitions

KANIKA SOOD  |  FRIDAY, 23 JUL 2021
... $89.9 million and 8% increase in underlying profit after tax $82.6 million in the half-year ending March. It was a beneficiary of strong markets, good performance fees, and net inflows. The TSW acquisition increases its FUM by about 30% to over $132 ...

UniSuper's O'Sullivan on what's next

KANIKA SOOD  |  MONDAY, 19 JUL 2021
... may not agree with the fund's view on sustainable investing. UniSuper, like many other industry funds has been a beneficiary of default arrangements with employers and of good investment performance. But it now faces challenges from the government's ...

Colonial First State reports 22.4% in super returns

KANIKA SOOD  |  TUESDAY, 13 JUL 2021
... are reducing our tilt towards value to a more neutral style," he said. While CFS, like all other super funds, was a beneficiary of strong returns in equities and credit markets, Tully said the managers were able to add value beyond the index returns. ...

Magellan launches FuturePay

ANNABELLE DICKSON  |  TUESDAY, 1 JUN 2021
... FuturePay fund. Cairns explained the support trust will invest in cash and is a discretionary trust with FuturePay as the beneficiary and a Magellan entity as trustee. "It acts like a mutual fund as there is an upfront contribution on investment and ...

Stapling will benefit Hostplus: David Elia

KANIKA SOOD  |  WEDNESDAY, 19 MAY 2021
... Elia said 25-35% of new entrants in the workforce work in hospitality, tourism and recreation --making Hostplus a beneficiary of the government's proposed stapling changes. "Will it benefit Hostplus? Yes," Ellia said. "Is it the right thing? That ...

TAL fund in SFT

ELIZABETH MCARTHUR  |  TUESDAY, 11 MAY 2021
... For example, the admin fee in the Australian Shares option will reduce from 1.20% to 0.39%. Mercer was recently the beneficiary of another successor fund transfer when the Factory Mutual Insurance Company Super defined benefit fund moved members to Mercer ...

Former adviser cops eight-year ban

KARREN VERGARA  |  THURSDAY, 6 MAY 2021
... forgery and falsifying documents. Lisa Lee, a Sydney-based former adviser, falsely witnessed binding nomination of beneficiary forms for 17 clients, backdated documents and falsified a client's signature while a representative of ANZ. Lee represented ...