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Showing 1 - 10 of 405 results for "Retirement Fund"

Vanguard fined US$106m for investors' massive tax bill

KARREN VERGARA  |  TUESDAY, 21 JAN 2025
The Securities and Exchange Commission (SEC) charged Vanguard US$106.4 million for "materially misleading" investors in the Investor Target Retirement Funds (Investor TRFs) about their future tax liabilities. The failings relate to Vanguard dropping ...

What you read in 2024

ELIZA BAVIN  |  FRIDAY, 20 DEC 2024
... through several mergers including the combination of the Nissan Executive Superannuation Trust and the Nissan Retirement Fund. However, in the year 2000 it was closed to new employees. Distribution salaries tipped to rise: Insights (January 18) According ...

TCorp returns 7%, AUM hits $110bn

KARREN VERGARA  |  WEDNESDAY, 18 DEC 2024
... year, TCorp amalgamated several investment funds it manages under the direction of the state government. The Debt Retirement Fund, NSW Infrastructure Future Fund, Social and Affordable Housing Fund, Snowy Hydro Legacy Fund, Treasury Managed Fund and ...

Active Super transfers members to Challenger

JAMIE WILLIAMSON  |  WEDNESDAY, 11 DEC 2024
... Active Super has informed members with a Guaranteed Income account that their accounts will move to the Challenger Retirement Fund under a successor fund transfer. Any other Active Super products they're invested in will still transition to Vision ...

Fiducian names general manager, superannuation

JAMIE WILLIAMSON  |  TUESDAY, 19 NOV 2024
... investments and investment operations at TCorp, head of member services at Australian Catholic Superannuation and Retirement Fund and worked at AMP and BNP Paribas Securities Services. He departed NAB Asset Servicing, which is shuttering, in December ...

Advice take up falls amid decade-low retirement confidence

MATTHEW WAI  |  FRIDAY, 15 NOV 2024
While demand for financial advice is apparently the highest it's ever been, the number of people actually seeking it has dropped. That's according to new research from Brighter Super and Investment Trends that shows retirement confidence among Australians ...

Mason Stevens names head of asset allocation

ELIZA BAVIN  |  TUESDAY, 12 NOV 2024
Mason Stevens has announced the appointment of Brad Creighton as head of asset allocation. Creighton brings with him 17 years of investment experience, having held senior roles in financial markets, most recently at AMP as co-portfolio manager of the ...

Pride Advice acquires two Adelaide-based firms

MATTHEW WAI  |  TUESDAY, 8 OCT 2024
Pride Advice has acquired two firms, flagging there is more "room for growth to come." The acquisitions of Adelaide-based Flexible Lifestyle Solutions and Serious Money have expanded Pride Advice's team from four to 11 advisers and to 30 supporting ...

Moneysoft acquired by MUFG Pension & Market Services

JAMIE WILLIAMSON  |  THURSDAY, 3 OCT 2024
MUFG Pension & Market Services has acquired 100% of financial software Moneysoft, with plans to integrate the technology into its retirement product portfolio. Moneysoft has become part of the Retirement Solutions business at MUFG Pension & Market Services ...

All MySuper products pass super performance test

KARREN VERGARA  |  FRIDAY, 30 AUG 2024
... series, three from the SUMMIT series, ipac Select Income Generator, AMP Capital Multi Asset Fund, and MyNorth Retirement Fund. IOOF's MLC Wholesale Horizon 2 Income Portfolio was the only product that failed, a turnaround from the horde of products ...
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