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Showing 601 - 610 of 2924 results for "Phil"

CountPlus firm finalises acquisition

ANNABELLE DICKSON  |  THURSDAY, 15 JUL 2021
CountPlus member firm Unite Advisory has finalised the terms to acquire and merge with Coffs Harbour based advisory firm Bentley Brett & Vincent. The transaction includes an initial payment of $1.45 million and deferred payments over two years with ...

Legalsuper adds to board

JAMIE WILLIAMSON  |  WEDNESDAY, 14 JUL 2021
... the board of legalsuper as a long-serving director departs. James Peters is joining the $4.7 billion super fund, replacing Phil Kennon who served on the board for 12 years before retiring last month. "At a time of continuing superannuation sector reform ...

Class launches SMSF auditor tool

ANNABELLE DICKSON  |  MONDAY, 12 JUL 2021
The SMSF technology platform has launched an online tool to assist accountants in finding suitable SMSF auditors for their clients. The tool will allow accountants to request quotes from different providers that connect directly to the Class product ...

Significant drop in charitable giving

ELIZABETH MCARTHUR  |  FRIDAY, 9 JUL 2021
According to the inaugural JBWere NAB Charitable Giving Index, Australians are giving less - possibly due to the pandemic. The dramatic fall in giving led to an overall decrease in donations by 16% in the six months to December 2020, taking giving back ...

AFA slams new SOA measures

KARREN VERGARA  |  WEDNESDAY, 7 JUL 2021
... trustees to review SOAs with respect to new advice fees charged to members' superannuation accounts. AFA acting chief executive Phil Anderson argued that SOAs are an agreement between a client and their adviser and contains personal information that ...

New chair for AIA Australia

ELIZABETH MCARTHUR  |  WEDNESDAY, 7 JUL 2021
AIA Australia has a new chair, separating its board from the board of AIA New Zealand. Theresa Gattung had been chair for 12 years, now she will serve as chair of the AIA New Zealand board only. Peter Yates, previous chair of CommInsure which AIA acquired ...

FYG expands network

KARREN VERGARA  |  WEDNESDAY, 7 JUL 2021
Tasmania-based FYG Planners has added a Victorian financial advice firm to its stable. Based in Chadstone, Prosperity Planners now operates under licensee FYG. Christopher Bailey, co-founder and financial planner, set up Prosperity in May and prior ...

Louise Walsh launches Walsh Capital

ELIZABETH MCARTHUR  |  WEDNESDAY, 7 JUL 2021
Former Future Generation chief executive Louise Walsh is branching out independently, launching Walsh Capital. Walsh Capital will provide bespoke capital raising for a select group of boutique investment managers, typically managers which have been ...

Class to dump MDA investment

ANNABELLE DICKSON  |  TUESDAY, 6 JUL 2021
The SMSF technology platform has decided to either convert or redeem its $3.1 million investment in Philo Capital Advisers after concluding it is not in the best interest of its shareholders. Class previously made the investment prior to the introduction ...

Former AFA chief in new role

KARREN VERGARA  |  TUESDAY, 6 JUL 2021
... executive of the Association of Financial Advisers announced his next move, which involves leading another industry body. Phil Kewin will become the president of the National Insurance Brokers Association (NIBA) from August 16. Kewin served as the AFA ...