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NEWS

Ralton Asset Management, July 2019 - News
Let’s face it, there are few free lunches in giving investment advice. Which makes any reward from reducing a client’s tax burden well worth the effort. For most advisers, the chance to present a tax effective investment solution to clients has strong appeal as part of the advice value proposition: the challenge is how do…
Copia Investment Partners, February 2018 - Portfolio administration, Unit registry
On 5 February 2018, Copia transitioned the unit registry of its managed funds (listed below) to OneVue, Australia's largest managed fund administration platform. As the responsible entity and trustee for the funds, we made the change to reflect new arrangements between NAB Asset Servicing, our previous unit registry provider, and OneVue. You can read more…