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Showing 1 - 10 of 4010 results for "Trustee"

Chief member officer leaves Insignia Financial

JAMIE WILLIAMSON  |  WEDNESDAY, 1 MAY 2024
... in governance and disclosure roles with the firm. Prior, she spent about 14 years with MLC working in the Office of the Trustee. A spokesperson for Insignia confirmed Coyne's resignation. "Anne has been instrumental in building the Member Office team ...

Crescent Wealth to merge into Russell Investments

ANDREW MCKEAN  |  TUESDAY, 30 APR 2024
... moved to the new 'Salaam' division of Russell Investments Master Trust. Following a review by Equity Trustees, the trustee for Crescent Wealth's super fund, an agreement was made with Russell Investments Master Trust's trustee to move ...

AFM Investment Partners brings new feeder fund to Australia

ELIZA BAVIN  |  MONDAY, 29 APR 2024
German renewable infrastructure specialist KGAL Real Investments has joined forces with AFM Investment Partners to bring Australian investors access to two impact funds. The feeder fund will give Australian investors access to KGAL's two impact funds ...

Actuaries Institute proposes new performance test measure

ANDREW MCKEAN  |  TUESDAY, 23 APR 2024
The Actuaries Institute has proposed revising the annual superannuation performance test, so it better aligns trustees' investments with the best financial interests of members. In its Treasury submission, the Institute said the test should include ...

MSC Certane wins Suncorp mandate

ELIZA BAVIN  |  TUESDAY, 23 APR 2024
Suncorp Group has appointed Certane CT, a division of MSC Group, as trustee for its successful $360 million notes offer. The unsecured notes will be listed and tradeable on the Australian Securities Exchange (ASX) from 15 May 2024 (ASX: SUNPJ). As the ...

OneSuper to take on more super products

JAMIE WILLIAMSON  |  MONDAY, 22 APR 2024
... move will add about $773 million to OneSuper's $4.5 billion in funds under management and 21,340 members. Now, the trustee has confirmed it will also transfer the Professional Super sub-plan on June 1. Professional Super is home to several superannuation ...

Equity Trustees scores Woodbridge mandate

ELIZA BAVIN  |  MONDAY, 22 APR 2024
... retail fund, the Woodbridge Secured Income Fund. Equity Trustees executive general manager, corporate and superannuation trustee services Andrew Godfrey said he is delighted to have been chosen to be the responsible entity for the fund. "We look forward ...

Vanguard backs current performance test

ANDREW MCKEAN  |  FRIDAY, 19 APR 2024
... performance and fees charged to members. The test has been applied to MySuper products since 1 July 2021 and was extended to Trustee-Directed Products (TDPs) on 1 July 2023. In the latest test, which was the first to include TDPs, 97 products failed ...

Spaceship Super to land somewhere new

JAMIE WILLIAMSON  |  THURSDAY, 18 APR 2024
... its launch, Spaceship Super is being merged into a larger offering. Following a due diligence process, Spaceship's trustee Diversa has chosen to undertake a successor fund transfer that will see Spaceship become a sub-plan of OneSuper. Spaceship ...

HUB24 hits $100bn milestone

KARREN VERGARA  |  TUESDAY, 16 APR 2024
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' ...
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