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Showing 721 - 730 of 869 results for "Accountants"

PASL names trustee director

MICHAEL HOBBS  |  THURSDAY, 4 DEC 2008
Trustee company PASL has appointed former Accountants Super national sales manager, Ian Chisholm as trustee director for a six year term. PASL is the trustee firm which manages PASF super funds; Australian Enterprise Super, RecruitmentSuper and Accountants ...

Præmium adds CRM service

MICHAEL HOBBS  |  TUESDAY, 21 OCT 2008
... service, which allows planners to customise and efficiently manage interactions between clients, dealer groups and accountants. Arthur Naoumidis, Praemium Group chief executive, said interfacing with SYNCRM will ensure it can develop best of breed solutions ...

PIS creates NZ advice giant

MICHAEL HOBBS  |  WEDNESDAY, 8 OCT 2008
... focus on risk products while PIS NZ very closely follows the PIS high touch model with an emphasis on working with accountants, advisers and risk writers to provide holistic financial services solutions for New Zealand," said Bennetts. Grahame Evans ...

No jump in client meetings: Business Health

MICHELLE BALTAZAR, MICHAEL HOBBS  |  MONDAY, 15 SEP 2008
... example, he suggested planners should cultivate a close, rather than a token, relationship with at least half a dozen accountants and lawyers - and meet with clients more than they necessarily have to. "If you're really serious about having a really ...

New turbo charged adviser account

MICHAEL HOBBS  |  TUESDAY, 2 SEP 2008
... structure means advisers can view all dividends across every stock and make payments to third party participants, such as accountants, directly from a client's account. "The auto crediting feature means that with all the shares on the E*TRADE platform ...

Super marketing with grunt

MICHELLE BALTAZAR  |  THURSDAY, 14 AUG 2008
... prove there are super funds that dare to challenge the age-old notion that you can't make super sexy nor relevant. Accountants body CPA Australia was the surprise left field winner of the year when it took home two trophies, one for Excellence in 'Member ...

Praemium expands UK funds

RUTH LIEW  |  FRIDAY, 25 JUL 2008
... supplies qualitative and quantitative investment analysis to fund ratings and product panels for financial advisers, accountants, insurance companies and investment maangers. Now that the SMARTfund has received initial authorisation, Naoumidis claims ...

Calliva suspends new loans to SMSFs

THE SHEET  |  WEDNESDAY, 23 JUL 2008
... funds. Scully said the market was starting to gather momentum. Calliva has signed up 230 introducers - loan brokers, accountants and financial planners. Scully said, "We have just got to the stage where brokers have stopped asking us how the product ...

PASF hires Outlook for advice

MICHAEL HOBBS  |  MONDAY, 21 JUL 2008
... PASF was set up in 1992 and has more than $1.3 billion in funds under management, comprising of RecruitmentSuper, Accountants Super and Australian Enterprise Super.

PASF recruits UK pension CIO

... years ago and has over $1.3 billion of assets on behalf of its 450,000 members. PASF is comprised of RecruitmentSuper, Accountants Super (including SMARTpension) and Australian Enterprise Super. Michelle Baltazar

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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