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Showing 1261 - 1270 of 12781 results for "Change"

EQT updates on Australian Executor Trustees acquisition

ELIZA BAVIN  |  THURSDAY, 6 JUN 2024
EQT Holdings has confirmed it has completed of one of two key strategies to achieve synergies when it acquired Australian Executor Trustees (AET). At the time of acquisition, Equity Trustees announced its intention to exit the AET platform business ...

ETFs dominate client portfolios: Study

KARREN VERGARA  |  WEDNESDAY, 5 JUN 2024
Exchange-traded funds (ETFs) are dominating client portfolios as nine out of 10 financial advisers continue to recommend them to clients, a new study shows. The 2024 Trends in Investing report reveals that more than 60% of advisers will up clients' ...

Hostplus rejigs Maritime Super insurance

ANDREW MCKEAN  |  WEDNESDAY, 5 JUN 2024
... permanent disability (TPD) insurance, Hostplus will raise the age limit for making a claim from 65 to 67. It will also change the definition from "unable" to "unlikely" to ever be employed or engaged in any gainful occupation, business, profession, or ...

Higher-for-longer rates dominate adviser conversations

KARREN VERGARA  |  TUESDAY, 4 JUN 2024
... said. "While the tax is not yet law, many advisers have been on the front foot and have already discussed this proposed change with clients. For those who haven't, there is still ample time to do so. There is no one-size-fits all formula for calculating ...

Broken promises leave survivors in the lurch

ANDREW MCKEAN  |  TUESDAY, 4 JUN 2024
More than a year on from a Treasury consultation on giving victims of child sexual abuse access to their abuser's superannuation for compensation purposes, little headway has been made. At the same time, experts say the government's proposals ...

Australian Ethical updates investment guide

ELIZA BAVIN  |  TUESDAY, 4 JUN 2024
... mislead of deceive when selling products and services, produce high levels of waste or pollution, and contribute to climate change and harm to nature. "Our Ethical Criteria govern our ethical evaluation of companies and other investments issued by financial ...

Ironbark partners with HarbourVest to launch fund

ELIZA BAVIN  |  TUESDAY, 4 JUN 2024
... at a time when HNW and institutional investors are looking for diversification, and liquidity, if their investment goals change," HarbourVest managing director and head of private client group in EMEA and APAC Simon Jennings said. "This new partnership ...

MIESF adjusts insurance premiums

ANDREW MCKEAN  |  MONDAY, 3 JUN 2024
Meat Industry Employees' Superannuation Fund (MIESF) will increase total and permanent disability (TPD) insurance premiums by 5.4%, effective July 1. MIESF said that while it has a history of providing good value insurance products at competitive rates ...

ASIC tells super funds to 'step it up'

ELIZA BAVIN  |  FRIDAY, 31 MAY 2024
... they've placed it on the stock market or they've placed it in their super funds," Constant said. "So, this is an important change that will continue to level the playing field and make accurate information transparent so that all investors - regardless ...

Super fund engagement peaks among members with $250k+ balances: Report

ANDREW MCKEAN  |  THURSDAY, 30 MAY 2024
An Investment Trends report has identified a clear inflection point for member engagement with superannuation funds. The 2024 Super Member Engagement report, based on a survey of 10,886 respondents, provided an analysis of member attitudes, satisfaction ...