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Showing 981 - 990 of 13012 results for "Office"

Australians don't trust politicians with their super: FSC

ANDREW MCKEAN  |  TUESDAY, 11 FEB 2025
... result of the deliberate decision not to index the $3 million threshold," Briggs said. Analysis of Australian Taxation Office (ATO) data commissioned by the FSC last year found that more than 500,000 current taxpayers - many under the age of 30 - would ...

LGT Capital Partners named lead investor for $143m fund

ELIZA BAVIN  |  TUESDAY, 11 FEB 2025
Armitage Associates, an Australian lower-middle market, growth buyout manager, has closed a continuation vehicle (CV) with LGT Capital Partners as the lead investor. As part of the transaction, entities advised by LGT Capital Partners acquired stakes ...

Saxo Australia to rebrand after global takeover

MATTHEW WAI  |  TUESDAY, 11 FEB 2025
... proprietary software as a service (SaaS) will enable Australian institutional investors to connect front, middle and back-office functions under a single solution. In the meantime, to minimise disruption for its clients, Saxo Australia said it would ...

Link Wealth expands into Tasmanian market

MATTHEW WAI  |  TUESDAY, 11 FEB 2025
... their wealth accumulation phase, typically aged between 30 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 ...

Briefcase launches five SMAs on Praemium

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
Direct indexing platform Briefcase has partnered with Praemium to launch five separately managed accounts (SMA) for retail investors. The five diversified risk-based model portfolios of Conservative, Moderate, Balanced, Growth, and High Growth are now ...

MLC Life names chief risk officer

JAMIE WILLIAMSON  |  MONDAY, 10 FEB 2025
Melissa Ammon is taking over as MLC Life Insurance's chief risk officer on a permanent basis. Ammon has been acting in the role since September 2024 when Jane McGovern was appointed chief customer and strategy officer. She first joined MLC Life in 2024 ...

intelliflo releases trust modelling capabilities for advisers

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
intelliflo, a cloud-based technology solution, has released trust modelling capabilities to its intelliflo office - a business management system - for financial advisers. The update allows advisers to make cashflow projections as well as add customised ...

Viola Private Wealth appoints family office wealth adviser

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
Viola Private Wealth has appointed a financial adviser from Mutual Trust, Australia's largest multi-family office, to deliver bespoke, wealth management solutions. The new appointee, Angus Mann, has a 17-year career in financial services, most recently ...

Foresight Analytics names research lead

KARREN VERGARA  |  FRIDAY, 7 FEB 2025
Foresight Analytics has appointed a new head of research as it looks to expand its coverage. Rob da Silva joined Foresight Analytics & Ratings, the research subsidiary of the Sydney-based group, last month. He spent more than eight years at SQM Research ...

Moonfare launches in Australia

KARREN VERGARA  |  FRIDAY, 7 FEB 2025
Global private equity platform Moonfare, with $5.5 billion (€3.3bn) in assets under management, has established footprints in Australia to target wholesale investors. Local wholesale and sophisticated investors now have access to Moonfare, which offers ...