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Showing 871 - 880 of 9268 results for "wealth"

Perpetual-KKR deal hits tax bill snag

KARREN VERGARA  |  TUESDAY, 10 DEC 2024
... The Australian Taxation Office (ATO) is threatening to impose a massive tax bill on KKR's takeover of Perpetual's wealth management and corporate trust businesses, which has ballooned to more than $500 million. Perpetual said it has "strong grounds ...

Superannuation tax shakeup proposed by Actuaries Institute

ANDREW MCKEAN  |  MONDAY, 9 DEC 2024
A discussion paper commissioned by the Actuaries Institute has proposed a three-pronged tax reform package aimed at making the superannuation system less complex, more equitable, and sustainable. The professional body argued that the complexity of taxes ...

ANZ chief to retire, external successor named

MATTHEW WAI  |  MONDAY, 9 DEC 2024
... process, ANZ chair Paul O'Sullivan said. In the end, the successful candidate was Nuno Matos. Currently chief executive, wealth and personal banking at HSBC, Matos will take over the top job in July next year. Matos brings over 30 years' experience across ...

South Australian financial adviser slapped with seven-year ban

ANDREW MCKEAN  |  FRIDAY, 6 DEC 2024
... including Financial Wisdom for five months in 2011, Professional Investment Services for the year to December 2012, Custom Wealth Solutions Dealer Services for three months, AMP Financial Planning for six months in 2014, and then Brougham & Vaux for ...

HarbourVest adds to local team

ELIZABETH FRY  |  FRIDAY, 6 DEC 2024
... specialist said Pham's appointment comes as the asset manager looks to further increase its coverage in the private wealth and family office sector in Australia and New Zealand. "Vanessa brings with her over 18 years of experience in the private ...

AustralianSuper replaces retirement lead

ELIZABETH FRY  |  FRIDAY, 6 DEC 2024
... in July. Both superannuation funds previously touted the importance of the chief of retirement role. Hancock has been in wealth management and superannuation for over 30 years. Previous roles include head of corporate solutions at Outlook Financial Solutions ...

Former abrdn MD takes on chief executive role

ELIZA BAVIN  |  FRIDAY, 6 DEC 2024
... managing director of abrdn (formerly Aberdeen Asset Management) Australia. Jollie spent 23 years at abrdn, mostly in senior wealth, funds and business management roles. He also sat on the board of the Financial Services Council for six years. Hearts ...

New investment fund to drive gender equality

MATTHEW WAI  |  THURSDAY, 5 DEC 2024
... waiving of all fees by our fund managers and service providers ensures that investor capital is put to work-both in growing wealth for our investors and in advancing the cause of gender equity," Future Generation founder Geoff Wilson said. "We are excited ...

Equity Trustees completes AET integration

ELIZA BAVIN  |  THURSDAY, 5 DEC 2024
... deliver significant growth for Equity Trustees." O'Brien added AET is now operating seamlessly as part of the Trustee and Wealth Services private client business and has added scale, expertise, geographic spread, and leadership in more markets. "It has ...

Centrepoint Alliance launches long-awaited IconiQ platform

ELIZA BAVIN  |  WEDNESDAY, 4 DEC 2024
... bring this innovative product to market and continue to drive personalised and efficient investment solutions across the wealth management sector in Australia."