Search Results | Showing 21 - 30 of 4021 results for "Trustee" |
| | | HUB24, which owns Xplore Wealth, Class, and myprosperity, surpassed the $100 billion milestone at the end of March. Some $79.7 billion in FUA, up 34% year on year, came directly from the platform. Its Portfolio Administration and Reporting Services' ... |
| | | | EQT Holdings has announced the appointment of a new chief financial officer as Philip Gentry prepares to step down. Johanna Platt is set to take on the role, effective 22 July 2024. Gentry announced he would be stepping down from the position back in ... |
| | | | ... business. It's alleged that on four occasions between 9 August 2019 and 21 April 2020 made representations to the trustee of the IPO Wealth Fund, Vasco Trustees, that it owned companies in Italy that it did not. He appeared in Melbourne Magistrates ... |
| | | | ... members and will be wound up. The fund was established in 1977 by agribusiness Manildra Group which has now notified the trustee that while the fund continues to promote member outcomes, according to its own assessment, it will terminate the offering ... |
| | | | The Joint Associations Working Group (JAWG) says new laws that enable superannuation funds to deduct financial advice fees will have the opposite effect of reducing red tape and can make advice even more unaffordable. Treasury Laws Amendment (Delivering ... |
| | | | ... trustees' IDR process." More importantly, members who come straight to AFCA do so "because the consumer has lost trust in the trustee and is unwilling to let the trustee try to resolve the issue and/or the trustee has not correctly identified the ... |
| | | | ... Fraser joins the asset owner as a member resolution manager. Fraser joins from Insignia Financial where she worked as a trustee claims specialist and for MLC Australia before that. She earlier worked in insurance at KPMG and OneView and as a senior claims ... |
| | | | ... industry, and for each fund, by more detailed categories, including administration, advice, member services, marketing, trustee board (including director remuneration), and other corporate overheads such as travel and entertainment. APRA will also publish ... |
| | | | ... AFCA Member Forum to highlight a grey area that advisers can overlook after one AFCA complainant, who was the corporate trustee of an SMSF, engaged an advice firm to provide advice and broking services. The complainant argued that the SMSF receiving ... |
| | | | Novigi will wind up QMV Legal as its managing partner Jonathan Steffanoni embarks on launching a new specialist superannuation law firm. QMV Legal will fold on April 26, shortly after Novigi acquired the QMV Solutions business on February 1. "Novigi ... |
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