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Showing 931 - 940 of 10364 results for "Trust"

Analyst promotions: Frontier, Fidelity, ART

ELIZABETH FRY  |  THURSDAY, 15 MAY 2025
... 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 ...

Bennelong partners with Allspring for fund launch

ELIZA BAVIN  |  THURSDAY, 15 MAY 2025
... 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 ...

NAB MySuper class action settlement approved

JAMIE WILLIAMSON  |  WEDNESDAY, 14 MAY 2025
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 ...

Criminal attacks, human error drive data breaches

JAMIE WILLIAMSON  |  WEDNESDAY, 14 MAY 2025
... 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 ...

AMP, intelliflo introduce dashboard enhancements for advisers

MATTHEW WAI  |  TUESDAY, 13 MAY 2025
... 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 ...

Ascent Investment mastermind cops 33 criminal charges

KARREN VERGARA  |  MONDAY, 12 MAY 2025
... '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 ...

ART extends exclusions in Socially Conscious option

ELIZA BAVIN  |  MONDAY, 12 MAY 2025
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 ...

Reducing super tax cap to $2m 'a concern': FAAA

ELIZA BAVIN  |  FRIDAY, 9 MAY 2025
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 ...

Vista Equity Partners, S64 to bring strategy to APAC

MATTHEW WAI  |  FRIDAY, 9 MAY 2025
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 ...

Longview Partners sets up local hub

ELIZABETH FRY  |  THURSDAY, 8 MAY 2025
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 ...