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| | | Doug Tynan's GCQ Funds Management has picked up an Ellerston Capital manager to look after advisory groups in New South Wales and South Australia. Nathan Boroughs has been appointed distribution director and will work closely with GCQ distribution ... |
| | | | ... South Australia and Tasmania, based in Melbourne. Marchueta will join distribution head Chris Inifer, and will focus on adviser, family office and high net worth clients in VIC, SA and TAS. She will also work alongside James Curnow the Sydney-based regional ... |
| | | | Janus Henderson Investors has launched its Australian fixed interest ETF, while another ETF provider has reduced management fees on its US offering. The Janus Henderson Australian Fixed Interest Active ETF (JFIX) is an actively managed ETF, that aims ... |
| | | | The Australian Securities and Investments Commission (ASIC) said reviews are underway into why consumers are advised to establish an SMSF. Plans for the review were first announced in ASIC's Corporate Plan 2024-25 and the regulator has now confirmed ... |
| | | | The new appointee will strengthen the firm's investment management capabilities and its commitment to better deliver financial solutions, Lifespan Financial Planning said. Ian Holliday has been appointed head of research and managed accounts, bringing ... |
| | | | A financial adviser who provided "incompetent" SMSF advice has been barred from practising in the industry for two years by the Financial Services and Credit Panel (FSCP). Glenn Paul Meilak helped clients set up SMSFs in a way that was "systemic" and ... |
| | | | ... modernising the best interests duty and reforming statements of advice. Just as we are committed to introducing a new class of adviser that any financial firm can employ to give safe advice," Jones said. Yesterday, Jones unveiled proposed changes to ... |
| | | | A global financial services and technology company has agreed to acquire a majority stake in Saxo Australia, expanding its offerings to the local market, flagging a brand revamp will be revealed after the completion of the transaction. Johannesburg-based ... |
| | | | ... and 55. Further, Link Wealth will integrate its proprietary back-office solution, Levera Solutions, with the Tasmanian adviser to streamline operations, drive efficiencies, and accelerate business growth. The financial services firm will continue to ... |
| | | | ... offset gains elsewhere in the portfolio, thereby reducing the overall tax burden for clients. As every Australian financial adviser and investor knows, tax efficiency is a critical component of wealth management. The importance and benefit of tax optimisation ... |
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