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Showing 1511 - 1520 of 3210 results for "Scheme"

WAM calls to remove Aurora as RE of listed trust

ALEX BURKE  |  TUESDAY, 20 FEB 2018
... is adequately fulfilling this duty." "We question whether Aurora has in place suitable controls and systems to segregate scheme property for AIB and other funds for which Aurora acts as responsible entity. The duty to ensure appropriate segregation of ...

SMFSA voices support for AFCA

KARREN VERGARA  |  THURSDAY, 15 FEB 2018
... explanatory memorandum noted "certain complaints relating to self-managed superannuation funds cannot be made under the AFCA scheme." "A key characteristic of an SMSF is that the trustees of an SMSF are also members of the SMSF. For this reason it would ...

IOOF partners with GROW Super

KARREN VERGARA  |  TUESDAY, 13 FEB 2018
IOOF purchased a minority stake in GROW Super to help the wealth group expand and boost the digital capabilities of its own financial adviser network. IOOF said the partnership will facilitate member engagement with superannuation and the connectivity ...

Australia's super assets fastest growing: WTW

KARREN VERGARA  |  TUESDAY, 6 FEB 2018
Australia's superannuation market is the fastest growing among other major pension systems around the globe, a new Willis Towers Watson study shows. Australia's superannuation assets grew 12.1% over the last 20 years thanks to the success of government-mandated ...

Insto investors looking for company transparency: Research

ALEX BURKE  |  FRIDAY, 2 FEB 2018
Institutional investors are looking for detailed disclosure from portfolio companies about their strategy and goals, board composition and ESG commitments, according to research from global consultancy Morrow Sodali. The research was based on a survey ...

JANA wins $30bn public sector mandate

DARREN SNYDER  |  TUESDAY, 30 JAN 2018
A $30 billion public sector fund manager appointed JANA Investment Advisers as its new asset consultant in 2018, replacing Willis Towers Watson. Following a strategic review and comprehensive tender process in the second half of 2017, Funds SA selected ...

Traditional advice strategies pose retirement risk

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2018
HLB Mann Judd wealth management partner Jonathan Philpot said advisers should review wealth building strategies as the common tactic of investing savings in the name of the lower income-earning spouse once a mortgage has been paid off. This can have ...

CBA advice compensation bill balloons

KARREN VERGARA  |  WEDNESDAY, 24 JAN 2018
... $4.97 million offered to customers from other advisers reported in KordaMentha's additional licence conditions compensation scheme December 2016 report. In the third report, Commonwealth Financial Planning and Financial Wisdom identified that among the ...

Two FSC senior policy managers depart

KARREN VERGARA  |  WEDNESDAY, 17 JAN 2018
Two senior policy managers at the Financial Services Council will depart from their roles in mid-February. Carla Hoorweg developed public policy for investment, technology and innovation, while Blake Briggs led policy development and government relations ...

SuperConcepts ramps up digital transformation

KARREN VERGARA  |  WEDNESDAY, 17 JAN 2018
SuperConcepts has undertaken a digital transformation strategy to fundamentally redesign the foundations of the business, says its chief technical officer. The self-managed super funds (SMSF) software and services provider announced it consolidated ...