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| | | ... interests of its longstanding clients. "My philosophy is that I'm in the business of trust and relationships and when I'm not doing that, I'm a financial planner, and AZ NGA gets it," he said. "This partnership provides continuity and certainty for employees ... |
| | | | ... notified members that a review of its product suite as part of its merger plans with Aware Super resulted in a decision to not carry the product across to the merged entity; Aware Super does not currently offer a lifetime pension product. Instead, TelstraSuper ... |
| | | | Zagga, a real estate private credit investment manager, has secured $65 million through an oversubscribed corporate note arranged by FIIG Securities. Zagga will allocate the funds to mid-market residential development projects along Australia's ... |
| | | | ... deputy chief executive Katrina Ellis commented that some Australians might already be on track for a comfortable retirement and not realise this. "The 2026 Retirement Savings Targets for Homeowners have found the typical single homeowner could have a ... |
| | | | ... funds and distribution model in Australia over time," Royal London Asset Management head of regional sales Kevin Haran said. "Not only do these fund launches demonstrate our commitment to the market and that we are here for the long haul, but it also ... |
| | | | ... exposure to vary between about 300% and 350% of the fund's net asset value on any given day, Betashares said. ECRD, which does not aim to track an index, charges a management fee of 0.29%. It commenced trading on November 28 and has $999,000 in funds ... |
| | | | ... exempt, must complete specified commercial and taxation laws to continue providing tax (financial) advice. For those who will not meet the qualifications standard by year end, ASIC urged them to consider having their licensee cease their authorisation ... |
| | | | ... Report found that after several years of decline in client acquisition, the trend has finally shifted The latest figures are not as high as 2022's figure of 500,000 new clients acquired. In 2023, the numbers fell to 300,000 and then to 200,000 the ... |
| | | | ... automatically receive this cover unless you opt out, which you can do via the Spaceship mobile app and website," Spaceship said. Those not eligible for automatic cover or want a different level of cover, can apply for voluntary cover. Members aged between ... |
| | | | ... uplift of operational and financial risk management, while meeting key milestones for its major technology projects. "ASX is not currently meeting the regulators' expectations for an operator of critical national infrastructure. Resilient and secure ... |
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