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Search ResultsShowing 51 - 60 of 66 results for "TRIS"
MLC acquires remaining Meritum stake
ELISE BURGESS  |  WEDNESDAY, 1 DEC 2010
MLC has completed its purchase of Meritum Financial Group, a planning group that MLC inherited as part of its Aviva acquisition. MLC acquired a minority ownership stake in Meritum as part of its acquisition of Aviva Australia, who was a stakeholder ...
Managed accounts forum tackles key issues
RUTH LIEW  |  FRIDAY, 30 APR 2010
From how new regulation favours managed accounts to practical ideas on how to use IMAs and SMAs, planners will hear from the industry's top guns at this year's Managed Accounts for Financial Planners forum. The event will feature industry experts from ...
Aviva key personnel disbanded after NAB buy
MICHELLE BALTAZAR  |  MONDAY, 1 FEB 2010
More than six months on since NAB bought Aviva Australia's Navigator platform and insurance business, at least three key Aviva personnel have left or about to leave, while five have assumed new roles within NAB's businesses. Allan Griffiths, chief executive ...
Planners should already be fiduciaries
ALEX DUNNIN  |  MONDAY, 30 NOV 2009
As the industry digests the Ripoll Report and the focus shifts to the core question of what fiduciary responsibility means for advisers, a leading superannuation author says advisers accepting commissions as payments are already breaching these obligations. ...
Cbus adds ESG into investment contracts
MICHAEL HOBBS  |  TUESDAY, 17 NOV 2009
The $13 billion Construction & Building Industry Super (Cbus) is starting to include environmental, social and governance (ESG) issues in the fund's Investment Management Agreements (IMAs) when appointing fund managers. Trish Donohue, executive manager ...
Macq reveals exec pay proposal
MICHAEL HOBBS  |  FRIDAY, 30 OCT 2009
Macquarie Group capped off the half-year with a string of major acquisitions and more detail on their proposed remuneration structure first flagged in March. In describing their plan to continue their transformation from investment bank to a properly ...
Macq buys energy advisory firm
COMPANY RELEASE  |  FRIDAY, 29 MAY 2009
Macquarie Group buys independent energy advisory firm Tristone Capital Global for $130 million in cash and shares. Tristone Capital Global has offices in Canada, United States, UK and Argentina and provides corporate finance, acquisitions & divestures ...
TRIS creates confusion: Partners
COMPANY RELEASE  |  TUESDAY, 12 MAY 2009
The introduction of Transition to Retirement Income Streams (TRIS) created more "early access" traps, according to Partners Superannuation Services. The implementation of tax-free benefits means those over 60 years of age and withdrawing a pension no ...
Defeat death taxes when merging accounts
RUTH LIEW  |  FRIDAY, 15 AUG 2008
... separated without enormous difficulty, so be cautious. "Those who need to be particularly vigilant are people who have started a TRIS and continue making contributions to their super fund," he said. Financial planners play a crucial role in steering ...
Pre-retirees map out uncertain future: FSS
MICHAEL HOBBS  |  WEDNESDAY, 5 SEP 2007
... over the age of 50." "This gives us a much clearer idea of likely demand for our Transition to Retirement Income Stream (TRIS), which was developed with such people in mind following the introduction of Federal Government's transition to retirement policy," ...
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