PM Capital awarded new global equities mandate

From

PM Capital has been awarded a new global equities mandate by Alpha Fund Managers. Alpha has cited PM Capital’s Global Companies Fund’s “long term track record and high conviction approach”... Read more continue reading

Trump takes on US tax system – What’s it mean for investors? 

From

Since the election of President Trump in November last year, markets have had an on-again off-again love affair with the prospects for comprehensive tax reform. With both houses of Congress... Read more continue reading

Franklin Australian Absolute Return Bond Fund gets an upgrade  

From

The Franklin Australian Absolute Return Bond Fund has been upgraded by Lonsec Research to a ‘Recommended’ rating, reflecting the research firm’s strong conviction in the fund following its recent fixed... Read more continue reading

Leading social entrepreneur to address 2017 FPA Professionals Congress

From

A leading voice in the provision of renewable energy, Katerina Kimmorley, will be the guest speaker for the Women in Wealth breakfast at the Financial Planning Association (FPA) Professionals Congress... Read more continue reading

Equity Trustees to acquire OneVue Responsible Entity business

From

EQT Holdings Limited (ASX: EQT), the holding company for Equity Trustees, has announced it had signed an agreement with OneVue Holdings Limited (ASX: OVH) to acquire its Responsible Entity (RE)... Read more continue reading

Perennial Value appoints new Head of Retail in support of strategic expansion

From

Perennial Value Management has appointed Cesar Farfan as its Head of Retail Sales, as the firm consolidates a period of growth and expansion into new investment strategies and strategic partnership... Read more continue reading

Perth leasing activity on an upward trajectory for AMP Capital

From

Leasing activity in Perth is on an upward trajectory for AMP Capital following the launch of its ‘repositioning project’ at 140 St Georges Terrace, with 17 commercial leases signed during... Read more continue reading

ATO holds Liechtenstein foundation to be resident trust estate

From

A recent Private Binding Ruling issued by the ATO (PBR 1051209890341) has held that an entity established in Liechtenstein (a small county between Switzerland and Austria) as a Stiftung (aka Foundation) was... Read more continue reading

Bank’s progressive strategy recognised with top award for leadership in shared value for Australian communities

From

Bendigo and Adelaide Bank, Australia’s most trusted and fifth largest, full service retail bank, has been recognised for its unique approach to addressing societal issues as part of its core... Read more continue reading

Awards finalists unveiled ahead of FPA Professionals Congress

From

The Financial Planning Association of Australia (FPA) has announced the shortlist for all six categories of the 2017 FPA Awards ahead of the presentation ceremony at FPA Professionals Congress in... Read more continue reading