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Showing 1471 - 1480 of 3320 results for "Trustees"

Is climate change a risk to retirement savings?

KANIKA SOOD  |  MONDAY, 12 MAR 2018
Trustees at the UK's top 25 pension funds have until the end of the month to tell the British parliament what steps are being taken to safeguard $977 billion of retirement money from the impact of climate change. The Environmental Audit Committee's ...

Private wealth platform appoints ASX-listed corporate adviser

ALEX BURKE  |  TUESDAY, 6 MAR 2018
... of bitcoin, ethereum and native (BKT) tokens for its services. Financial Standard recently spoke to Australian Unity Trustees national manager, estate planning Anna Hacker about the implications of the global explosion of crypto investments on estate ...

Acorns launches its own super product

ALEX BURKE  |  MONDAY, 5 MAR 2018
... fully integrated into the existing app, and is intended to be a sub-plan of the DIY Master Plan fund issued by Diversa Trustees. Acorns Grow Australia managing director George Lucas said: "We have always been much more than a savings and investment tool. ...

Crypto assets rewrite estate planning

JAMIE WILLIAMSON  |  MONDAY, 5 MAR 2018
... financial advisers to reconsider their clients' digital lives and the impact this has on estate planning. Australian Unity Trustees national manager, estate planning, Anna Hacker describes cryptocurrency as "a real minefield" for estate planning. She ...

Advice clients demand philanthropic conversations

KARREN VERGARA  |  THURSDAY, 1 MAR 2018
... clients as it's an area increasingly accessible to middle Australians, an estate planning expert says. Australian Unity Trustees national manager of estate panning Anna Hacker said charitable giving is a conversation with financial advisers that's dramatically ...

Complaints authority welcomes new chair

KARREN VERGARA  |  THURSDAY, 1 MAR 2018
... Association described as a "significant step" for the industry. SMSFA chief executive John Maroney said SMSF members and trustees will now have access to a dispute-settling mechanism that will enhance their ability to deal with large institutions. AFCA ...

EQT names manager for major philanthropy client

ALEX BURKE  |  THURSDAY, 1 MAR 2018
Equity Trustees appointed a grants program manager to oversee one of Australia's largest philanthropic trusts. Ferdi Hepworth takes on the key role for the William Buckland Foundation, which was established in 1964 and has distributed more than $105 ...

SMSF trustees warned on non-compliant crypto

JAMIE WILLIAMSON  |  THURSDAY, 1 MAR 2018
Inexperienced self-managed superannuation fund trustees are being warned to do their homework before investing in cryptocurrency as they risk inadvertently breaching crucial compliance regulations. According to Bitcoin Trader partner Warrick Pleash ...

Contribution cap reforms see SMSFs spend cash

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2018
Self-managed superannuation fund cash balances fell to a two year low in the December 2017 quarter as trustees allocated more to Australian and international equities. Latest insights from SuperConcepts show cash levels dropped to 17.3% in December ...

Former wealth group chief joins Macrovue

ALEX BURKE  |  THURSDAY, 22 FEB 2018
... role. "Sid and his team have done an incredible job in rapidly growing Macrovue in our three key target markets of SMSF trustees, retail investors, and financial advisers," Macrovue chair Brendan Foley said. "We are embarking on an exciting growth phase ...