Insto involvement could boost literacy

13-Dec-2017|By Sarah Kendell

United States investment manager Ariel Investments and financial communications firm Honner have called for more involvement from major financial institutions when it comes to educating school-aged children about investment. In a submission .. Read More

Trust deal an $85m revenue boost for Perpetual


Perpetual is set to add $85 million in revenue to its balance sheet and increase economies of scale across its private client and investment divisions if its proposed takeover of the Trust Company proceeds. A co.. Read More

Third-party negotiations delay Lehman compromise


Negotiations between the Australian liquidator of Lehman Brothers and an unnamed third-party have delayed a meeting of company creditors that was expected to deliver a $200 million settlement for claims and bring to .. Read More

Planning for trustee incapacity vital


Advisers should have planning in place for self-managed superannuation fund (SMSF) individual trustees and trustee directors in the event of incapacity, otherwise funds are likely to face serious problems. The i.. Read More

MDA changes put models at risk: IMAP


Service models within Australia’s managed discretionary account (MDA) sector are at risk of over-regulation under changes proposed by the corporate watchdog, according to the Institute of Managed Account Provid.. Read More

SPAA appoints head of education


The SMSF Professionals’ Association of Australia (SPAA) has promoted Liz Ward to the role of head of education services. Ward’s appointment is part of the self-managed super fund (SMSF) industry body.. Read More

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