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Showing 601 - 610 of 820 results for "Dickson"

Magellan axes currency hedging in trust

ANNABELLE DICKSON  |  THURSDAY, 26 NOV 2020
A Magellan trust has removed its currency hedging strategy to reduce the downside risk to the portfolio when equity markets and the value of the Australian dollar are both declining. Magellan High Conviction Trust will move to an unhedged approach to ...

EQT wins endowment mandate

ANNABELLE DICKSON  |  WEDNESDAY, 25 NOV 2020
Equity Trustees has won a mandate to manage half the investment portfolio of an endowment fund that supports vulnerable children and families in Australia. The $18 million OzChild endowment fund is committed to improving the lives of at-risk children ...

Count Financial targets growth with new hire

ANNABELLE DICKSON  |  WEDNESDAY, 25 NOV 2020
The ASX-listed advice and accounting group subsidiary has appointed a former NAB/MLC manager as its practice development and growth manager for Queensland. Stephen Carlton joins from NAB/MLC where he was business growth manager for Queensland and the ...

ESG bringing the family together

ANNABELLE DICKSON  |  TUESDAY, 24 NOV 2020
Environmental, social and governance (ESG) investing have emerged as a common interest for high net worth families who have competing interests over financial advice, risk and objectives, new research shows. Barclays Private Bank found that by 2030 ...

ASIC takes SMSF accountant to court

ANNABELLE DICKSON  |  TUESDAY, 24 NOV 2020
The Australian Securities and Investments Commission (ASIC) has commenced legal proceedings in the Federal Court against a Gold Coast-based SMSF accountant for failing to comply with an enforceable undertaking. Jenan Oslem Thorne, otherwise known as ...

AFCA pivots to member experience

ANNABELLE DICKSON  |  MONDAY, 23 NOV 2020
The Australian Financial Complains Authority (AFCA) is placing a higher emphasis on member experience following an increase in its membership base, two years on from its launch. In its first two years, AFCA's membership has grown to 40,000 members across ...

Business tax expanded to big corporates

ANNABELLE DICKSON  |  MONDAY, 23 NOV 2020
The government has expanded its temporary tax write-off measure to include businesses with turnover over $5 billion. Businesses with aggregated turnover over $5 billion due to income from overseas that have invested $100 million intangible depreciating ...

Super fund joins climate initiative

ANNABELLE DICKSON  |  MONDAY, 23 NOV 2020
A $54 billion industry fund, a mining company and a professional services firm have joined an initiative to tackle emissions in supply chains by 2050. Cbus, Fortescue Metal Group and Aurecon have signed on to the Australian Industry Energy Transitions ...

Praemium board bungle

ANNABELLE DICKSON  |  MONDAY, 23 NOV 2020
A non-executive director of the platform provider has been forced to step down following an administrative error, while the former Powerwrap chair has been appointed to the board. Claire Willette has stepped down as a non-executive director after her ...

Imbalance in generational retirement income: RIR

ANNABELLE DICKSON  |  FRIDAY, 20 NOV 2020
The superannuation system encourages Australians to rely on their own savings to fund retirement but the burden on younger generations to fund the Age Pension should not become unsustainable, the Retirement Income Review has stated. The review noted ...