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Showing 1111 - 1120 of 4485 results for "Trustee"

AFA slams new SOA measures

KARREN VERGARA  |  WEDNESDAY, 7 JUL 2021
The Association of Financial Advisers has hit back at ASIC and APRA for causing "confusion" and "interfering" with financial advice as they look to introduce new changes to Statements of Advice. The association points to the regulators' joint letter ...

BT Super for Life ups insurance premiums

KANIKA SOOD  |  TUESDAY, 6 JUL 2021
... members with BT Super Lifetime Insurance death and TPD cover. On June 28, BT Super appointed Gai McGrath to chair its trustee board, as David Plumb retired after more than a decade. McGrath was the general manager of retail banking for Westpac from 2012 ...

Vision Super appoints new chair

ELIZABETH MCARTHUR  |  TUESDAY, 6 JUL 2021
... retirement to achieve the best possible outcomes - and the majority of those members are women." Darmanin was previously a trustee director of HESTA from 2013 to 2017. She was first elected ASU Assistant Branch secretary in 2007 and has been active in ...

CFS unveils new leadership team

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... responsibility for CFS Investments. She will retain responsibility for product and strategy and will join the board of the trustee. Prior to CFS, where she has been for three years, Power worked at BT as its head of platforms. "Kelly has shown outstanding ...

Stop abusers hiding super: AIST

ELIZABETH MCARTHUR  |  FRIDAY, 2 JUL 2021
The Australian Institute of Superannuation Trustees (AIST) is calling on Parliament to ensure abusive partners cannot hide their super from domestic violence victims. In a submission, AIST supported the proposed Treasury Laws Amendment (Measures for ...

Regulators warn trustees of super advice fee obligations

KARREN VERGARA  |  THURSDAY, 1 JUL 2021
The regulators issued a firm reminder to trustees and financial advisers to heed the new law that limits the charges on superannuation advice. From July 1, trustees and financial advisers must have the proper processes and systems in place to meet the ...

Regulators urge wider DDO adoption

JAMIE WILLIAMSON  |  WEDNESDAY, 30 JUN 2021
Superannuation trustee chief executives have been advised to operate under the assumption that all their offerings must meet the requirements of the Product Design and Distribution Obligations (DDO) legislation. Releasing notes from the inaugural Superannuation ...

ASIC disqualifies SMSF auditor

ANNABELLE DICKSON  |  WEDNESDAY, 30 JUN 2021
... Wales also breached auditor independence and audit quality deficiencies. The breaches included not obtaining engagement or trustee representation letters and providing sufficient audit evidence to support the ownership and value of assets.

Wilsons adds to board

ANNABELLE DICKSON  |  WEDNESDAY, 30 JUN 2021
... Zealand. He is currently chair of Wilsons New Zealand partner Craigs, RANQX Holdings, a senior advisor at BGH Capital, trustee of NZ Business Mentors, Auckland Grammar School Foundation and the New Zealand Dementia Prevention Trust. He was also previously ...

Sydney boutique swaps RE

KANIKA SOOD  |  TUESDAY, 29 JUN 2021
... million Harvest Lane Asset Management Absolute Return Plus Fund. Equity Trustees executive general manager, corporate trustee services Russell Beasley said: "We are delighted to have been selected as RE for these two funds." "This is the first time we ...