mergers and acquisitions

Financial planning

Countplus member merges with boutique accounting firm

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 to sell property fund to specialist manager

CBA will sell its office property fund to Australian manager and Canadian pension fund....

Superannuation

AMP SMSF acquires Supercorp’s YourSMSF

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 links with Ignis in Australia

Tyndall AM links with UK-based Ignis AM in Australian strategic alliance....

Life/Risk

TAL acquires online life insurance comparator

TAL has acquired the remainder of online insurance comparator Lifebroker after holding a small stake in the company for three years. ...

Financial planning

AWI looks to expand its self-directed investor services

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

DIY dealer group service launches to market

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 gets final approval for Trust deal

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

Perpetual gets nod from Treasurer for Trust deal

Federal Treasurer Joe Hockey gives approval for Trust acquisition by Perpetual....

Financial planning

Bravura shareholders sell business to Ironbridge

Private equity firm takes full control of soon-to-be-unlisted software provider...

Financial planning

Perpetual gets all-clear to acquire Trust

Perpetual-Trust merger to create largest trust services provider in the Australian market....

Funds management

M&A activity set to grow

Merger and acquisition (M&A) activity is tipped to rise in 2013, with 10 per cent of fund managers planning to acquire another business in the next five years, a report s...