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Showing 1411 - 1420 of 3320 results for "Trustees"

FASEA-induced exodus increasingly likely

JAMIE WILLIAMSON  |  TUESDAY, 17 JUL 2018
... and may starve the industry of future advisers. The association has also recommended financial advisers servicing SMSF trustees be required to complete specialised SMSF education, which was also recently proposed by ASIC in its review of SMSF advice. ...

Crypto exchange enters superannuation market

KARREN VERGARA  |  TUESDAY, 17 JUL 2018
... financial advisers to reconsider the advice process, particularly when it comes to estate planning. Australian Unity Trustees national manager, estate planning, Anna Hacker describes cryptocurrency as "a real minefield" for estate planning. She says ...

Soaring funeral costs require adviser airtime

KARREN VERGARA  |  MONDAY, 16 JUL 2018
... into the estate planning process, particularly for those living in Sydney. Based on the experience of Australian Unity Trustees national manager of estate planning, Anna Hacker, Sydney is the most expensive place for a funeral service. Hacker's experience ...

Managed accounts expert expands new platform

KARREN VERGARA  |  WEDNESDAY, 11 JUL 2018
... said the super fund is live and gaining traction and looking to enhance this product over the next six months. Equity Trustees acts as the trustee. Spitfire is looking to expand its capability into super, as well as its offerings in equities, bonds and ...

Raiz close to super product launch

KARREN VERGARA  |  TUESDAY, 10 JUL 2018
... $50,000, placing it in the bottom 25% or lowest quartile for accumulation superannuation funds in the market. Diversa Trustees will act as its trustee. The underlying financial product is the DIY Master Plan. Raiz customers, via their smartphones, can ...

Boutique fund manager bolsters investment team

JAMIE WILLIAMSON  |  TUESDAY, 10 JUL 2018
A boutique fund manager has expanded its portfolio management team, welcoming a new recruit from Equity Trustees. SG Hiscock has appointed Michael Kordick as assistant portfolio manager on its SGH20 team. Kordick joins from Equity Trustees where he ...

EQT creates governance analysis role

JAMIE WILLIAMSON  |  THURSDAY, 5 JUL 2018
Equity Trustees has appointed a former Atchison Consultants investment analyst to a newly-created role within its superannuation trustee business. Binesh Seetanah joined EQT's Superannuation Portfolio Services as an investment governance analyst last ...

ASIC slams SMSF advice, flags further education reform

JAMIE WILLIAMSON  |  FRIDAY, 29 JUN 2018
... consumers that had set up an SMSF do not understand the risks associated with structure, nor their legal obligations as SMSF trustees. An online survey found 38% of respondents found running an SMSF was more time consuming than expected and 32% found ...

CIPR framework timely but questions remain

KARREN VERGARA  |  THURSDAY, 28 JUN 2018
... Superannuation Industry (Supervision) Act. Rice Warner added CIPRs should be a component of a default retirement strategy; trustees shouldn't have to offer a CIPR product if there is no compulsion for the member to take it up, it said. Additionally ...

Allianz Retire+ announces leadership team

JAMIE WILLIAMSON  |  WEDNESDAY, 27 JUN 2018
... manager on the PIMCO Global Wealth Management team and has previously held roles with Zurich Investment Services and Equity Trustees. Former Macquarie Group head of commercial management, wealth products Richard Rasker has joined Allianz Retire+ as head ...