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| | | ... totally responsible for the operation and reporting of their funds. However, trustees should understand that while many advisors and tax agents ensure that trustees meet their obligations, it is the trustee that is accountable for fulfilling reporting ... |
| | | | ... their business." The appointment follows the recent launch of Bentleys' financial advisory division, Bentleys Wealth Advisors which is focused on providing superannuation and retirement, insurance, investment and SMSF advice. |
| | | | Asset consultant Frontier Advisors has hired a new associate, marking the tenth consulting team appointment in the past year and expanding the firm's staff to 54. Joining Frontier from 26 September is Madeline Chelper. She will be involved across a ... |
| | | | ... strategy. Prior to that, he was a portfolio manager at Synergy Fund Management Group, having held similar roles at SAIL Advisors, Nomura Asset Management and HSBC Investments. In his new role, Nicholson will develop QIC's global liquid strategies capability ... |
| | | | ... and the group has indicated that the currency exposure will not be hedged. This wind-up strategy will likely please LIM Advisors, who originally petitioned for the wind-up of the fund. At the extraordinary general meeting to decide AGF's fate, LIM Advisors ... |
| | | | ... Mid-tier accounting, taxation and audit firm, Bentleys NSW, has launched a new financial advisory division, Bentleys Wealth Advisors. Led by newly appointed managing director of Bentleys Wealth Advisors, Matthew Cassidy, the division is focused on offering ... |
| | | | ... extraordinary general meeting in July, this process is expected to take between nine and 18 months. Speaking at the EGM, LIM Advisors director and portfolio manager Nick Paris - who campaigned for the wind-up - said that if AMP Capital didn't "liquidate ... |
| | | | ... non-concessional contribution caps and the $1.6 million limit on transfers to retirement were likely to have the most impact on SMSF advisors and their clients in the short-term. The association is lobbying the Government to lift the $25,000 annual limit ... |
| | | | ... further entrench ourselves as the trusted, consistent confidant and counterparty-of-choice, to our clients and their advisors," Simpson said. FIIG is Australia's largest specialist fixed income provider with more than $11 billion in term deposits and ... |
| | | | ... regarding the repatriation of capital from China." Proxy votes for the wind-up, initially proposed by major unitholder LIM Advisors, already suggested the fund was likely to be shut down at the EGM; commenting on this, Tindall said: "I would say to the ... |
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