Search Results | Showing 91 - 100 of 4109 results for "Trustee" |
| | ... international or Australian share markets if they desire it," the fund said. The fund's Shares option was one of 20 non-platform trustee directed investment options to fail last year's performance test; it was one of only two options from industry funds ... |
| | | ... said. Separately, ClearView's ClearChoice Super Rollover ceases taking new monies as of today. "From 13 May 2024, if the Trustee receives a rollover into ClearChoice Super in excess of the insurance premium, the excess will be transferred to your nominated ... |
| | | ... Financial Standard, Constant said that $20,000 fee cap is perhaps the starkest finding of all. "If you're sitting at a trustee board and you see a $20,000 fee can be deducted before it raises a flag, that's hard to understand as a simple policy," ... |
| | | ... advisers or licensees as unsuitable. On the flip side, some identified scores of unsuitable advisers or licensees, with one trustee with 973 licensees on its books finding 69 unsuitable advisers or licensees in the period. Further, three trustees were ... |
| | | UniSuper has commenced the restoration of its services, as APRA confirms it is monitoring the situation which arose when the fund's private cloud was inadvertently deleted. In a brief statement to Financial Standard, APRA said it is "aware of the ... |
| | | ... Limited (AUFM) to take over the investment management of the latter's Future of Healthcare Fund. AUFM will also step down as trustee of the fund, with Perennial taking over as trustee. The fund's managers, Victor Windeyer and Sam Walker, will move to ... |
| | | ... you'll need to get the information required in the trust income schedule from the trust. We recommend that you ask the trustee for a copy of the trust statement of distribution." The ATO said beneficiaries who receive a distribution of trust income from ... |
| | | Financial advisers, licensees, and superannuation trustees are facing the ire of ASIC after an investigation found they are profiting from boiler room tactics that convince members to switch funds. An overwhelming number of members are goaded into leaving ... |
| | | ... super funds that failed to either join forces with another fund via a merger or close the options. The inaugural test for trustee-directed products (TDP) launched last year. Ninety-six TDPs failed the test, of which 20 were non-platform products and ... |
| | | ... 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 ... |
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