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Showing 91 - 100 of 8868 results for "Trust"

Reforms will strengthen retirement advice: Experts

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
Reforms underway to expand financial advice will have positive ramifications for the SMSF and APRA-regulated sectors as it will ultimately uplift outcomes in the retirement phase for all Australians, industry experts say. The first day of the annual ...

Aussies do not underspend in retirement, say super funds

JAMIE WILLIAMSON  |  WEDNESDAY, 21 FEB 2024
... Super Members Council (SMC) - which comprises AustralianSuper, Cbus, HESTA, Hostplus, Aware Super, Australian Retirement Trust, UniSuper and Rest - conducted consumer research and analysed deidentified super fund data and publicly available information. ...

Economists share their top left field ideas for 2024

JAMIE WILLIAMSON  |  TUESDAY, 20 FEB 2024
... geopolitical view and qualifying his prediction as one that "will sound crazy" in the current environment, Australian Retirement Trust chief economist Brian Parker said he is optimistic there will be a positive aftermath to what's playing out in Gaza. ...

Link, The Trust Bank progress acquisition

KARREN VERGARA  |  TUESDAY, 20 FEB 2024
Link Group is on track to become part of Mitsubishi UFJ Financial Group (The Trust Bank) by mid-2024, having kicked off work to integrate the businesses. In a trading update this morning, Link said it has filed all major regulatory approval submissions ...

Magellan needs more consistent progress: Morningstar

ANDREW MCKEAN  |  MONDAY, 19 FEB 2024
... manager won't be changing any time soon, it says. The research house indicated that it would require more time to rebuild trust in Magellan, leaving its stewardship evaluations for the firm's funds unchanged. Morningstar research highlighted that Magellan ...

Rest faces class action over IP premiums

CHLOE WALKER  |  MONDAY, 19 FEB 2024
... as well as investment returns and administration costs." The action is being funded by Woodsford. "Everyday Australians trust their superannuation funds to look after their hard-earned dollars which they have invested for their retirement," Woodsford ...

Aussies want control of nest eggs: FSC

KARREN VERGARA  |  MONDAY, 19 FEB 2024
... majority want to be the masters of their own fate when it comes to managing their nest eggs. Some 70% of respondents said they trust themselves over their superannuation fund to make decisions about which retirement products to use. Half of super members ...

Bell Asset Management looks to exit RE services

JAMIE WILLIAMSON  |  THURSDAY, 15 FEB 2024
... Fund, Bell Global Emerging Companies Fund and Bell Global Sustainable Fund to vote in favour of installing Perpetual's The Trust Company as RE. The fund manager is currently RE of all three funds. It is also trustee and is responsible for the custody ...

AMP reports boost in IFA flows, mulls advice unit options

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2024
... advice business is being addressed and that she will meet with advisers next week to discuss many of these issues. The master trust business reported an underlying NPAT of $53 million, which was in line with FY 22. "Lower AUM based revenue (down 10.4%) ...

Superannuation fund returns underperformed SMSFs: Research

ANDREW MCKEAN  |  WEDNESDAY, 14 FEB 2024
Investment returns for APRA-regulated superannuation funds lagged self-managed super funds (SMSFs) by 4.1% in the 2021-22 financial year, according to the University of Adelaide. During this period, while the S&P/ASX 200 index declined by more than ...