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Showing 8031 - 8040 of 18273 results for "Plan"

Advice firm acquires $1bn accountancy business

LAURA MILLAN  |  MONDAY, 15 JUN 2015
Aura Group has acquired a majority stake in Accountable Financial Group (AFG), an accountancy firm with a focus on self-managed super funds (SMSFs) and just under $1 billion in assets under advice. Aura Group managing director Calvin Ng said the acquisition ...

Govt pulls Public Sector Super fee subsidy

Members of the Public Sector Superannuation accumulation plan (PSSap) will now have to pay superannuation fees after the government pulled funding for a subsidy. Some 83,000 members will have to pay the $6.50 per month admin fees previously paid by ...

Platform FUM up $660bn

STAFF WRITER  |  MONDAY, 15 JUN 2015
... The total investment platform market has risen 15.5% to $662.8 billion in the 12 months to March, the latest figures from Plan For Life show. Inflows were slightly down on last year - $145.9 billion versus $149.3 billion in 2014 - while outflows also ...

FIIG to arrange record bond issue

STAFF WRITER  |  MONDAY, 15 JUN 2015
... would be used to pay down the company's existing debt and diversify its funding sources. "It gives us greater certainty to plan our operations and invest over the medium to long term. As a private company, the ability to access a new investor base via ...

Mutual Trust makes two senior appointments

STAFF WRITER  |  MONDAY, 15 JUN 2015
Mutual Trust recently expanded its wealth management and taxation advisory teams with two senior appointments. Now leading Mutual's team of investment advisers is Jono Gourlay. He has more than 20 years' experience in advising families, private individuals ...

Market to open lower

AAP  |  MONDAY, 15 JUN 2015
... factors behind the pullback in US equities, including next week's Federal Reserve policy meeting that will update the Fed's plan to hike interest rates in the coming months. Petroleum stocks dropped on lower oil prices. Dow members Chevron and ExxonMobil ...

Finology expert to address AFA roadshow

DARREN SNYDER  |  FRIDAY, 12 JUN 2015
On the back of its recent partnership, Sunsuper and the Association of Financial Advisers (AFA) have secured PortfolioConstruction Forum chief finology officer, Dr David Lazenby, to address the AFA National Roadshow in July. The US-based psychologist ...

Market to open flat

AAP  |  FRIDAY, 12 JUN 2015
The Australian market looks set for a flat open as gains on Wall Street were offset by falls in commodity prices. At 0658 AEST on Friday, the June share price index futures contract was down six points at 5,549. Wall Street stocks were up after a solid ...

MLC Private Equity to open New York office

STAFF WRITER  |  THURSDAY, 11 JUN 2015
MLC Private Equity plans to open a New York office to be headed by former LGT Capital Partner, Andrew Kwee. Kwee, who has two decades of experience in private equity, will establish the office and build a team to capitalise on investment opportunities ...

Managed funds jump $115 billion

MARK SMITH  |  THURSDAY, 11 JUN 2015
Managed funds grew by $115.2 billion in the 12 months to end of March, according to the latest report from researcher Plan For Life. Retail managed funds ended the year up $45.3 billion (or 14.4%) to total $742.7 billion. Most of the leading companies ...