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Showing 1 - 10 of 628 results for "South Australia"

Funds SA appoints chief investment officer

ANDREW MCKEAN | FRIDAY, 6 DEC 2024

Funds SA has appointed a new chief investment officer, who will join from Hostplus, to commence in February 2025. Hostplus deputy chief investment officer Con Michalakis, who assumed the role in March 2022 after the merger between Hostplus and Statewide ...

South Australian financial adviser slapped with seven-year ban

ANDREW MCKEAN | FRIDAY, 6 DEC 2024

South Australian financial adviser Bruce Davis has been banned for seven years by ASIC. Davis, who was the sole director and responsible manager of Wise Investment Advisers, has been barred from providing financial services, controlling an entity that ...

The sensitive conversations advisers shy away from

KARREN VERGARA | TUESDAY, 3 DEC 2024

... added. Lewis warned of the criminal implications of coercive control. Four states - New South Wales, Queensland, South Australia, and Tasmania - recognise coercive control as a standalone event, she said. "It's really a big movement in Australia ...

Mutual Trust merges with CMS Private Advisory

JAMIE WILLIAMSON | THURSDAY, 7 NOV 2024

... Based in Adelaide, CMS Private Advisory has been operating since 1997, servicing high-net-worth clients across South Australia and New South Wales. This marks Mutual Trust's fifth merger in its history, and the second in South Australia, having merged ...

Making a splash: The economic impact of AUKUS

KARREN VERGARA | WEDNESDAY, 23 OCT 2024

... sector. These include tradies, operators, technicians, engineers, scientists, submariners, and project managers. South Australia and Western Australia will be major beneficiaries. South Australia will likely construct the submarines, creating some 8500 ...

Franklin Templeton boosts sales team

ELIZABETH FRY | FRIDAY, 18 OCT 2024

... 12 months, arriving from Ausbil Investment Management, where she managed client relationships in Victoria and South Australia for four years. She previously worked as a southern sales specialist at Pengana Group, PM Capital, and BT Financial Group. Morgan ...

Perks announces new acquisition

ELIZA BAVIN | FRIDAY, 18 OCT 2024

Adelaide-based financial services and accounting firm Perks has acquired local accounting and business services company, GPK Holdich. Perks said the partnership will further strengthen the firm's position as one of Australia's largest independently ...

Funds SA exec jumps ship

ELIZABETH FRY | MONDAY, 2 SEP 2024

Tony Keenan has left the $43 billion investment corporation after a seven-year stint as executive manager of corporate engagement. Keenan left the organisation in August and was a core member of Funds SA's close-knit leadership team. Keenan plans ...

Former adviser cops 12 years' imprisonment

KARREN VERGARA | TUESDAY, 27 AUG 2024

... cash, property equities, aquaculture, and agriculture - when, in fact, the only investment was an abalone farm in South Australia, which he controlled and was subsequently wound up. Jayaweera won a retrial after being convicted of fraud in 2019. Jayaweera ...

Former Brisbane adviser found guilty of fraud again

MATTHEW WAI | MONDAY, 26 AUG 2024

... cash, property equities, aquaculture, and agriculture - when, in fact, the only investment was an abalone farm in South Australia, which he controlled and was subsequently wound up. Jayaweera had periodically transferred small amounts to the fund to ...

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Funds SA appoints chief investment officer

ANDREW MCKEAN

Funds SA has appointed a new chief investment officer, who will join from Hostplus, to commence in February 2025.

Australian Retirement Trust appoints new chief risk officer

ANDREW MCKEAN

Australian Retirement Trust (ART) has appointed a new chief risk officer that's set to start in March 2025.

UniSuper has 'some work to get on with' on cyber front: Chair

JAMIE WILLIAMSON

UniSuper's leadership team has touched on how the fund is strengthening its operations following the extensive system outage in May this year.

Super framework, SMSFs conducive to financial abuse: Inquiry

KARREN VERGARA

Lax superannuation laws make it too easy for perpetrators of domestic violence to access victims' retirement savings, while the current framework for self-managed super funds (SMSFs) enables financial abuse to flourish, a parliamentary inquiry found.

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Jenny Taing

Principal Solicitor

KHQ Lawyers

'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

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Robert Talevski

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Tailored or off-the-shelf: What's right for your practice?

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Nathan Robertson

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Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

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Robert De Dominicis

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Mistaking financial literacy for retirement literacy

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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