News + Outlook

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Raiz appoints Chief Financial Officer

From Raiz Invest

Raiz Invest Limited (Raiz or the Company) has announced the appointment of Weiwei (Alex) Gao as Chief Financial Officer (CFO), effective 1 July 2021. Alex Gao is an experienced financial... Read more continue reading

05 Jul 2021

Year in review. Year in preview

From Craig James - Commsec

The past year: 2020/21 In 2019/20 Australia experienced its first recession in 28 years – impacted by the COVID-19 coronavirus as well as drought, bushfires and storms. But over 2020/21... Read more continue reading

02 Jul 2021

Robeco appoints client service manager

Robeco Australia has appointed Julian Turner as client service manager responsible for supporting business relationships with institutional and wholesale clients. Effective yesterday, Mr Turner will be based in the asset... Read more continue reading

02 Jul 2021

Zenith upgrades Tribeca Alpha Plus Fund to ‘Recommended’ as funds under management approach $1 billion

From GSFM

The Tribeca Alpha Plus Fund has been upgraded to a ‘Recommended’ rating from research house Zenith, as its funds under management approach the $1 billion mark. The fund, managed by Sydney-based... Read more continue reading

02 Jul 2021

AIA Australia appoints new Head of Strategic Partnerships- Master Trusts

From AIA Australia Limited

Leading life and health insurer AIA Australia has welcomed Harumi Hancox into its Group Distribution team as the new Head of Strategic Partnerships, responsible for Master Trust clients. When announcing... Read more continue reading

02 Jul 2021

Queensland’s newest superfund emerges

Queensland’s latest member-owned super fund has officially formed on July 1 with the finalisation of the merger between superannuation providers LGIAsuper and Energy Super. With around $22 billion in member... Read more continue reading

02 Jul 2021

Russell Investments’ mid-year market outlook

From Russell Investments

Russell Investments’ strategists see the global reopening on track at mid-year as COVID-19 vaccination rates climb, and the team believes potential risks such as inflation or a hawkish U.S. Federal... Read more continue reading

01 Jul 2021

Fitzpatricks Private Wealth strengthens Victorian presence with new hire

From Fitzpatricks Private Wealth

Fitzpatricks Private Wealth (Fitzpatricks) creates a stronger presence in the Victorian market, with the appointment of Daniel Proietto to the role of Victorian Regional Manager. Mr Proietto brings a wealth of... Read more continue reading

01 Jul 2021

SG Hiscock launches medical technology fund

From SG Hiscock & Company

SG Hiscock & Company has launched a new fund that will invest in Australian medical technology companies. The SGH Medical Technology Fund will have a social impact focus and aims... Read more continue reading

01 Jul 2021

SMSF Association welcomes release of the 2021 Intergenerational Report

From SMSF Association

“The intergenerational report (IGR) clearly illustrates the importance of building superannuation savings to offset the growing liabilities related to an aging population”, according to John Maroney, CEO of the SMSF... Read more continue reading

30 Jun 2021

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Earn CPD Points

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