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Showing 61 - 70 of 72 results for "TRIS"

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," ...

Aviva boosts dealer group

KATE HAGE  |  FRIDAY, 11 AUG 2006
Aviva Australia has appointed a new general manager of business development and the financial services group has filled the newly created role of national key account manager. Richard Bellis will take on the role of business development manager, based ...

New country head for JP Morgan's global securities business

JP Morgan has appointed Tony Winwood as business and operations head for JP Morgan's newly formed Worldwide Securities Services (WSS) business in Australia and New Zealand. The newly created business was formed following the recent integration of the ...

AMP's pre-Christmas product closures

AMP will close 12 investment options in its major superannuation and retirement platforms in a bid to ensure products remain relevant and simple for its clients. While the accounts have already been closed the funds for each 12 options will now be transferred ...

Culver appointed to BDM role

AMP Financial Services has appointed Trisha Culver to head of business development, savings and retirement. Culver has been with AMP for 18 months and her previous position was as head of operations in the savings and retirement management team. As ...