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MERGERS AND ACQUISITIONS
Funds management
Australian Unity Investments (AUI) has proposed to merge its Australian Unity Fifth Commercial Trust (FCT) with its unlisted Australian Unity Office Property Fund (OPF), ...
Financial planning
Trust and Equity Trustees spar over revised offer. ...
Funds management
ANZ has announced a strategic alliance with Swiss private bank Vontobel after it signed a co-operation agreement. ...
Financial planning
The Trust Company has once again backed Perpetual’s takeover proposal after months of holding out for a potential better offer. ...
Financial planning
Equity Trustees lifts offer for Trust ahead of end of month meeting....
Financial planning
South Australian financial services firm Hood Sweeney has merged with boutique accounting business Shearer + Elliss, cementing its place as one of the biggest accounting ...
Funds management
CBA will sell its office property fund to Australian manager and Canadian pension fund....
Superannuation
AMP has added 1,200 accounts to its self-managed superannuation fund (SMSF) business after acquiring Supercorp’s SMSF administration business YourSMSF. ...
Funds management
Tyndall AM links with UK-based Ignis AM in Australian strategic alliance....
Life/Risk
TAL has acquired the remainder of online insurance comparator Lifebroker after holding a small stake in the company for three years. ...
Financial planning
Australasian Wealth Investments (AWI) has entered into a heads of agreement to buy an online business that provides financial services and products to self-directed inves...
Financial planning
AFSL service providers My Dealer Services and Libertas Solutions have partnered to launch a build-your-own-dealer-group type service into the market....
Financial planning
Perpetual has received the final regulatory approval required to proceed with its acquisition of The Trust Company, with the New Zealand Overseas Investment Office granti...
Financial planning
Federal Treasurer Joe Hockey gives approval for Trust acquisition by Perpetual....
Financial planning
Private equity firm takes full control of soon-to-be-unlisted software provider...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...