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| | | ... Property. Trilogy said the trust was added to the platform in response to growing requests from financial advisers. Trilogy Funds managing director Philip Ryan said the move was timely, as advisers sought yield for their clients while maintaining portfolio ... |
| | | | ... worldwide have falling electricity consumption rates. These changes are structural, not cyclical and we believe smart super funds will eventually stop investing in coal and move towards renewable resources, as a more risk-averse, forward-looking strategy," ... |
| | | | ... amount raised took the total tally since FICAP began to more than $1.2 million and, more importantly, that all of these funds went to charities that get little or no government support. Speaking at the event, the group's patron Geoff Lloyd, chief executive ... |
| | | | ... launched for the first time with AustralianSuper, Hostplus, and Cbus in late 2015, and are being marketed directly through the funds. They have already generated strong growth in applications since launch. McPhee said more regulatory changes were required ... |
| | | | Industry super funds have welcomed the retention of the full Superannuation Guarantee Charge following a debate in Parliament. The SG charge is a penalty paid by employers who fail to make their quarterly SG contributions on time. It was set to be diluted ... |
| | | | ... no penalty. The UK budget papers explain that the government will set the limit for property purchased using Lifetime ISA funds at £450,000 (A$900,000) that will apply across the UK. The UK government said it will also explore with the financial sector ... |
| | | | ... processes but weak checks and balances due to the wholesale nature of the industry. "[There is] strong growth in superannuation funds under management but [the system is hampered by] disengaged members diluting competitive pressure on superannuation ... |
| | | | ... Compliance and Conduct team, which covers all types of wealth management clients - conglomerates, asset managers, super funds, custodians, stockbrokers and administrators. "Clients across the wealth management sector face an increasingly complex and ... |
| | | | ... including 12 sector specific options to tailor individual portfolios. Off the back of the successful launch, all of the funds on the investment menu are now rated by Lonsec," said Mota. In addition to the five 'Highly Recommended' ratings, Lonsec also ... |
| | | | ... Institute of Superannuation Trustees (AIST) Trustee of the Year. Presented the award at the Conference of Major Superannuation Funds in Adelaide, AIST president Angela Emslie said it was great recognition in Brown's home city. Emslie acknowledged Brown's ... |
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