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Showing 1601 - 1610 of 4848 results for "super funds"

Financial services the most unethical industry

HARRISON WORLEY  |  TUESDAY, 12 NOV 2019
... standing in the community, with their net Ethical Index score increasing by seven points since 2018. "Independent" super funds registered a nine point score drop, while investment banks were considered slightly more ethical than in 2018. The research ...

Super funds could boost returns by 59bps: Report

ELIZA BAVIN  |  TUESDAY, 12 NOV 2019
Superannuation funds considering a merger or major investment portfolio changes should implement a program to manage tax costs and transaction costs to deliver meaningful benefits to funds and their members, according to new research. Parametric said ...

Legal fight could change super game

ELIZABETH MCARTHUR  |  FRIDAY, 8 NOV 2019
... should be held to." Luke Hooper, special counsel at Mills Oakley, explained the case has ramifications for the ways super funds interpret the sole purpose test. "The sole purpose test is 25 years old and guidance is warranted, especially in what appears ...

Managed funds fail to perform: Report

ELIZA BAVIN  |  FRIDAY, 8 NOV 2019
... points and Australian equities small cap by 1.3 percentage points. "With intensifying focus on indexing, ETFs and super funds shifting towards self-management, this underperformance is unfortunately timed," the report said.

Adviser moves show industry upheaval

ELIZABETH MCARTHUR  |  TUESDAY, 5 NOV 2019
... the fund. It was decided that they should move to the Equipsuper AFSL as part of the joint venture between the two super funds which means they operate under the same trustee. The spokesperson said advice services for members have remained unchanged. ...

WTW launches first Australian-domiciled fund, names RE

ELIZA BAVIN  |  MONDAY, 4 NOV 2019
... ideas from the world's top global equity managers." WTW said it is fielding wide expressions of interest from super funds, insurance companies, charities, endowments, family offices and private wealth clients having already raised $150 million. Perpetual ...

Super investment menus not what they seem: Rice Warner

ELIZABETH MCARTHUR  |  FRIDAY, 1 NOV 2019
... passed in April 2019 new requirements for product design and disclosure have come into effect. These requirements mean super funds have to ensure products are targeted and provided only to customers for whom the product is appropriate and designed for. ...

Cbus chief opposes default longevity requirements for CIPRs

KANIKA SOOD  |  FRIDAY, 1 NOV 2019
... a retirement income solution, Cbus is unlikely to find much use in traditional annuities. "[Longevity solutions at super funds] will likely include funds considering self-annuitisation and deferred annuities. Traditional annuities are often viewed as ...

Industry fund offers bonus on income streams

KANIKA SOOD  |  THURSDAY, 31 OCT 2019
... incentive to nudge members towards income streams makes sense from a commercial perspective. "Attrition rates out of super funds when members retire is a serious issue. Many super funds are hiring dedicated "retention" product managers to try and keep ...

ASIC puts trustees on notice

ELIZA BAVIN  |  THURSDAY, 31 OCT 2019
... information in a balances and factual way. Following this, Financial Standard sighted member communications from several super funds that failed to communicate the benefits of the reforms to certain member cohorts. Trustee communication says a lot about ...