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Showing 1021 - 1030 of 11078 results for "Members"

Jones preps DBFO Tranche 2 for parliament

KARREN VERGARA  |  WEDNESDAY, 30 OCT 2024
... of member accounts have a balance of at least $100,000 in the year before the member passes away. "But worse still, if members cannot get advice from regulated sources, they may be led by 'finfluencers' and 'armchair' commentators to expose themselves ...

Cole puts funds on notice as expenditure data is revealed

ELIZA BAVIN  |  WEDNESDAY, 30 OCT 2024
... was $35 million. They spent $18.6 million and $34.1 million on marketing, respectively. UniSuper spent $18.6 million on members services and $24.7 million on marketing. When it comes to payments to industrial bodies, Cbus forked out $2.26 million with ...

Qantas Super lowers investment fees, updates cash option

KARREN VERGARA  |  WEDNESDAY, 30 OCT 2024
Qantas Super announced changes to its Cash option, updated its exclusions criteria, and lowered investment fees for members. The Cash option's objective is to achieve a return after tax and investment fees equal to the Bloomberg AusBond Bank Bill ...

Morningstar flags governance issues, leadership turnover at Cbus

ANDREW MCKEAN  |  TUESDAY, 29 OCT 2024
... comes at a time when Cbus' board has been caught by its limited independence and strong union affiliations, with three members resigning from the board in August following corruption allegations in relation to the CFMEU. "Cbus is not unique with its ...

Cbus rolls out Advice Essentials Plus

KARREN VERGARA  |  MONDAY, 28 OCT 2024
... menu, which currently comprises Advice Essentials and Comprehensive Advice. Advice Essentials Plus extends the advice to members and their partners who do not have to be a member of the fund. Members are provided advice on retirement planning needs related ...

AMP hires growth lead for super, investments

JAMIE WILLIAMSON  |  FRIDAY, 25 OCT 2024
... and Reece at BT, said she is delighted to be growing the team. "Designing beautiful digital experiences to engage our members is critical to our vision in helping more Australians accumulate wealth through super and create an income stream for life. ...

Queensland-based financial firm loses AFSL

MATTHEW WAI  |  FRIDAY, 25 OCT 2024
A Queensland-based financial services business has lost its Australian financial service licence (AFSL) following its failure to comply with licensee obligation. ASIC revoked the AFSL of Next Generation Advice (in liquidation) (Next Gen) after the Queensland ...

APRA questioned on super performance test

ELIZA BAVIN  |  FRIDAY, 25 OCT 2024
... super funds are absolutely enormous. I believe they are all trying to manage those assets in the best interests of their members. How they go about it though is subject to a range of considerations," Cole said. "Very large funds probably have a real ...

Advisers share winning intergenerational wealth strategies

ANDREW MCKEAN  |  THURSDAY, 24 OCT 2024
... said. On whether any efficiencies or strategies have been incorporated to streamline the process of bringing in family members into the advisory relationship more effectively, fellow panellist SWFS Financial Group director Shitij Mann said the firm shifted ...

Down but not out: Busting defined benefit myths

ANDREW MCKEAN  |  WEDNESDAY, 23 OCT 2024
... insurers, the benefits become "crystalised," meaning they are locked in and cannot be altered. This adds security for members, given that insurers operate under strict actuarial and regulatory standards, which offer more protection than if the liabilities ...