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Showing 1241 - 1250 of 3320 results for "Trustees"

Millennial super products still just hype

KANIKA SOOD  |  WEDNESDAY, 12 JUN 2019
... millennial products use APRA-regulated DIY Master Plans. Sargon Capital has the biggest slice of the business with its Diversa Trustees and Tidswell acting as the responsible service entity for 66% of the products. Must catch up on reporting The research ...

Former Futuro adviser charged with theft

ELIZABETH MCARTHUR  |  TUESDAY, 11 JUN 2019
... of Futuro, Smith was a senior financial adviser and farm succession specialist at Elders Financial Services and Elders Trustees.

Former Link general manager joins Mercer

KARREN VERGARA  |  TUESDAY, 11 JUN 2019
... sector fund clients from Link Group. Paul Giles joins Mercer's Sydney office as a partner on June 11. He will be helping trustees provide more value to members amid regulatory reforms and scrutiny. Giles was most recently at Link Group, where was general ...

Wills and BDBN raise adviser interest

KARREN VERGARA  |  FRIDAY, 7 JUN 2019
... 2003 by Helen Marsella (deceased) and her daughter from a previous marriage, Caroline Wareham, who acted as individual trustees. Marsella was the sole member and founder of the fund until her death. Marsella remarried Riccardo, her husband of 32 years. ...

Passing Protecting Your Super costs should be fair: APRA

KARREN VERGARA  |  FRIDAY, 7 JUN 2019
... Protecting Your Super reforms. The prudential regulator recently updated its Frequently Asked Questions page, urging trustees to keep in mind the best interests of members and treating them fairly as they roll out the change. It acknowledges that implementing ...

PYSP puts SMSFs at risk

HARRISON WORLEY  |  THURSDAY, 6 JUN 2019
... cancelled. With the Government's Protecting Your Super Package about to kick in, the SMSF Association is warning SMSF trustees to check the status of any super fund memberships they may hold as a means to accessing group life insurance. The association ...

AMP faces super fee gouge class action

KARREN VERGARA  |  THURSDAY, 30 MAY 2019
... Principal lawyer Brooke Dellavedova said building on the findings of the Royal Commission, the action filed claims the AMP trustees - whose duty was to act in the best interests of members - failed to monitor, compare, negotiate or seek reductions of ...

British MPs prod own pension fund

KANIKA SOOD  |  WEDNESDAY, 29 MAY 2019
... Pension Fund. More than 240 serving and former MPs have signed the 'Divest Parliament' pledge, calling on the fund's trustees to phase out investments in fossil fuel companies. MP Edward Davey moved a debate at Westminster Hall on May 22. "We need to ...

Government to revisit retirement incomes

KARREN VERGARA  |  MONDAY, 27 MAY 2019
... the Morrison Government proposed in its 2018-19 Budget the concept of Retirement Income Covenants, which would require trustees to develop retirement income products or Comprehensive Income Products for Retirement (CIPRs) and strategies prior to 1 July ...

Super gets an insider in ministry reshuffle

HARRISON WORLEY  |  MONDAY, 27 MAY 2019
... streamlining the Tax (Financial) Adviser requirement into the FASEA framework." The Australian Institute of Superannuation Trustees got on the front foot early, and said it would continue to strongly advocate for policies that "improve the fairness and ...