Magellan Financial Group Limited launch of Magellan Group Trust

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Magellan Financial Group Limited (“Magellan”) is pleased to announce it intends to undertake an initial public offering (“Offer”) for ordinary units (“Units”) in a new ASX-listed investment trust, the Magellan... Read more continue reading

PlanPlus and FinaMetrica merge

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PlanPlus of Toronto, Canada and FinaMetrica of Sydney, Australia are delighted to announce their merger, effective 1st August 2017. The merged entity is called PlanPlus Global, but the globally recognized... Read more continue reading

Alpha Fund Managers awards mandate to Quay

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Alpha Fund Managers has awarded a mandate to global listed real estate manager Quay Global Investors, a boutique fund manager partner of Bennelong Funds Management. The Quay Global Real Estate... Read more continue reading

FPA ready for ‘Live the Dream’ Financial Planning Week

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The Financial Planning Association of Australia (FPA) has announced “Live the Dream” as its theme for the 17th annual Financial Planning Week (21-27 August 2017), which aims to raise awareness... Read more continue reading

Strong demand for commercial property from retail investors

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There is a strong interest in commercial property as an asset class as investors seek capital gains and security, as well as income, according to Australia’s largest direct property investment... Read more continue reading

It’s crunch time for First Home Super Saver legislation

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It’s crunch time for the First Home Super Saver Scheme as the consultation period for the draft legislation closed last Friday and federal parliament returned this week. Leading superannuation expert... Read more continue reading

Equity Trustees appointed RE to Melbourne-based JCP Investment Partners

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Equity Trustees has been appointed the responsible entity (RE) for employee-owned JCP Investment Partners, a research-driven, growth-oriented Australian equities fund manager. JCP was founded in 1998 and up until now... Read more continue reading

TAL CEO calls on industry to embrace opportunity and look beyond the Code of Practice

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On 1 July 2017, Australia’s leading life insurance specialist, TAL, adopted the Life Insurance Code of Practice (the Code), while committing to continue going above and beyond the Code’s requirements... Read more continue reading

UniSuper brings environmental investment option in house

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UniSuper, the $60 billion superannuation fund for Australia’s higher education and research sector, has internalised the management of its Global Environmental Opportunities (GEO) fund, adopting an active management approach using... Read more continue reading

Alleron appoints David Gallagher to key role

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Alleron Investment Management has appointed Dr David R. Gallagher as a member of its Portfolio Risk and Process Committee. “We are delighted that David can join Alleron in an official... Read more continue reading