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| | | ... delivering great client outcomes within our Australian equities product range," he added. Elsewhere, Australian Retirement Trust has promoted Andrew Woo to associate portfolio manager for defensive and liquid assets and portfolio intelligence. The fixed ... |
| | | | ... income strategy across Australia and New Zealand. Bennelong expects to launch the Allspring Global Income Fund as a unit trust in June this year, offering daily liquidity, and broad access for local investors. Allspring has $930 billion (US$600bn) of ... |
| | | | The Federal Court approved the $65 million settlement that was reached in December. At the end of 2024, MLC Super Fund, NULIS Nominees and MLC Nominees agreed to settle the class action that was brought against it for deferring the transition of members ... |
| | | | ... increase," she said. "Businesses and government agencies need to step up privacy and security measures to keep pace. "Australians trust businesses and government agencies with their personal information and expect it to be treated with care and kept ... |
| | | | ... touch of a button, which will be key for practices looking for growth or investment," Alsop added. In February, it released trust modelling capabilities to the intelliflo office, allowing advisers to make cashflow projects and customise inputs and outputs ... |
| | | | ... 'Ponzi' scheme." In Ascent's 2020 financial statements and tax return, which was described as a "discretionary trust - investment activities", the company reported net income of $8.8 million and assets of $117.5 million. ASIC also received ... |
| | | | Australian Retirement Trust (ART) will extend its list of exclusions for the Socially Conscious Balanced option to also apply to direct investments in listed corporate-issued debt in fixed income investments. The change, which comes into effect July ... |
| | | | Financial Advice Association Australia (FAAA) chief executive Sarah Abood has voiced concerns about the future of Div 296, given Labor's overwhelming victory at the federal election. The proposed 30% tax on superannuation balances above $3 million could ... |
| | | | The new fund, VistaOne, will provide APAC investors with access to a balanced portfolio of 'mission-critical' software solutions via Vista's private equity platform. VistaOne invests across the lifecycle of large, mid, and small cap private software ... |
| | | | A former Apostle Funds Management global distribution lead has been named head of APAC and Middle East for a London-based firm. The newly created role will see Kimon Kouryialas lead Longview Partners' growth strategy in the region. Kouryialas is ... |
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