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Showing 821 - 830 of 18240 results for "Plan"

Navigating the impact investment sector for instos

MATTHEW WAI  |  FRIDAY, 28 MAR 2025
... generated. "Once we've made the investment, it is equally as important to make sure that we are developing an impact creation plan for each of those investments and monitoring and measuring the creation," Morris said. "That's something we work ...

Dutton doubles down on 'super for housing' policy

ELIZA BAVIN  |  FRIDAY, 28 MAR 2025
... stricter caps on foreign students to relieve stress on rental markets." Despite opposition to the super policy, Dutton's plan to increase the instant asset write-off limit to $30,000 was welcomed. CPA Australia said while the move was positive it should ...

Equity Story plots expansion, names chair

MATTHEW WAI  |  FRIDAY, 28 MAR 2025
The chief executive of Sydney-based Capital Haus will assume the role of executive chair of Equity Story Group, as the latter plans to expand its presence in private wealth and funds management. Current executive chair Ross Landles, who will move to ...

FAAA expands policy team

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
The peak body for financial advisers has hired a policy and advocacy manager. Financial Advice Association Australia has appointed David Barrett to the newly created role, effective 24 March 2025. Based in Sydney, Barrett reports to the general manager ...

Active Super PM opens asset consultant

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
Active Super senior portfolio manager Ken Pholsena has launched an asset consultancy to help wholesale clients fine-tune their investment strategies across multiple asset classes. Pholsena spent 16 years at Active Super and its predecessor the Local ...

Aware Super completes phase one of 'Project Odin'

ELIZA BAVIN  |  THURSDAY, 27 MAR 2025
... the industry's evolution has reinforced the significant need for reliable and easily accessible data at both fund and plan levels. "We're excited to move forward with the next phase of this initiative to further enhance our investment capabilities ...

Infocus adds to leadership team

JAMIE WILLIAMSON  |  THURSDAY, 27 MAR 2025
The national advice group welcomed an executive general manager, strategic relationships after also adding a chief financial and operations officer. Matthew Fogarty has joined the Infocus team in the strategic relationships role, bringing more than ...

AustralianSuper bins WiseTech stake

ANDREW MCKEAN  |  THURSDAY, 27 MAR 2025
... the companies it believes are most likely to create value over the years to come. "We needed to see a sensible transition plan that got the balance right between governance and managing the founder's role over time in order to continue to remain ...

Trump Media to launch ETFs

ANDREW MCKEAN  |  WEDNESDAY, 26 MAR 2025
Trump Media and Technology Group, the operator of social media platform Truth Social, has signed a non-binding agreement with Crypto.com to roll out a suite of branded ETFs through Truth.Fi, its financial services and fintech brand launched in January. ...

AZ NGA practices merge on road to 'super firm'

MATTHEW WAI  |  WEDNESDAY, 26 MAR 2025
Eureka Whittaker Macnaught (EWM) and Foster Raffan iPlan have merged to form a large, multi-disciplinary firm serving around 2500 clients. The merged firm is home to 44 employees, including 20 financial advisers, and operates in six locations across ...