Ausbil CEO, Ross Youngman announces retirement

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Ross Youngman will retire in the third quarter of 2023, succeeded by Mark Knight. Youngman has served as Ausbil’s CEO since 2017 after joining the firm in 2015. During his... Read more continue reading

TAL appoints new director to the Board

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Australia’s leading life insurer, TAL, has announced the appointment of highly respected financial services industry leader Naomi Edwards as an independent Non-Executive Director. Ms Edwards’ leadership in the life insurance... Read more continue reading

2023 offers opportunities for investors

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Insight Investment, a A$1.8 trillion[1] global asset and risk manager says that though the triple systemic shocks of GFC, pandemic and war continue to impact societies and economies, 2023 is... Read more continue reading

ALRC should prioritise advice regulations: FPA

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In its latest submission to the Australian Law Reform Commission’s (ALRC) Review of the Legislative Framework for Corporations and Financial Services Regulation, the Financial Planning Association of Australia (FPA) has... Read more continue reading

How retirees can access more income when they are younger and more active

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‘Do I have enough to retire on?’ is the most common question among people reaching the end of their working lives. But there’s an important nuance to that question that... Read more continue reading

Lazard names Ronald Temple as Chief Market Strategist

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Lazard Ltd has announced that Ronald Temple has been named Chief Market Strategist, effective immediately. In this newly created role, Mr. Temple will serve as a market strategist and thought... Read more continue reading

UniSuper and Australian Catholic Superannuation merger looking great for members

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UniSuper, the over $105 billion fund, and Australian Catholic Superannuation (ACS), the over $10 billion fund, have completed the execution of the Successor Fund Transfer (SFT) with more than 80,000... Read more continue reading

Western Asset Australian Bond Fund added to CFS FirstChoice

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The Western Asset Australian Bond Fund has been added to Colonial First State FirstChoice platform, giving investors and financial advisers greater access to a highly regarded, core fixed income investment... Read more continue reading

HESTA and Mercy Super complete fund merger  

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The merger of HESTA and Mercy Super has been completed resulting in 13,000 Mercy Super members and their assets moving to HESTA, bringing total funds under management to almost $70... Read more continue reading

Pallas Capital and Credit Suisse establish Pallas NZ Funding Trust No. 1

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Leading Australian specialist property lender Pallas Capital has established a new lending vehicle with Credit Suisse, called Pallas NZ Funding Trust No. 1 (PFT NZ). PFT NZ is Pallas Capital’s... Read more continue reading