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Search ResultsShowing 1 - 10 of 66 results for "TRIS"
ERS can be drawn from multiple funds: ATO
ELIZA BAVIN  |  THURSDAY, 16 APR 2020
... anyone receiving an account-based pension is not eligible. "A member is receiving an account-based pension (that is not a TRIS) they would have met a condition of release with a nil cashing restriction," the ATO said. "This type of condition of release ...
Industry fund introduces new fee
ELIZA BAVIN  |  WEDNESDAY, 12 FEB 2020
... State Super customers will face changes to the Retirement Income Stream (RIS) and Transition to Retirement Income Stream (TRIS) fee structure on 1 April 2020. In an update to members, the super fund announced it will be reducing its administration fee ...
HUB24 upgrades distribution capabilities
HARRISON WORLEY  |  THURSDAY, 5 DEC 2019
The platform provider expanded its distribution team, hiring several business development managers and appointing a national team of training and relationship managers to support financial advisers. Former CommSec Adviser Services state manager Lydia ...
How personality tests add value in advice
ELIZABETH MCARTHUR  |  THURSDAY, 21 NOV 2019
Two financial advisers in Sydney say they are on to the next big thing - helping clients succeed through rigorous, double-blind, scientifically backed personality tests. Tristan Scifo and Harry Goldberg at Purpose Advisory offer Personality Typing Coaching ...
Corporate fund updates members on fee changes
KARREN VERGARA  |  FRIDAY, 19 JUL 2019
... remains unchanged at 0.07%, while international shares rose by 0.01% to 0.15%. The transition to retirement income stream (TRIS) balanced option saw investment fees decrease from 0.56% to 0.50%. Its estimated transaction costs went down from 0.14% to ...
Super fund investment chief departs
KARREN VERGARA  |  WEDNESDAY, 6 MAR 2019
The chief investment officer of a $9 billion superannuation fund has resigned. Ian Lundy leaves Tasplan after more than two years in the role. Lundy started at the Retirement Benefits Fund (RBF) as chief investment officer in March 2011 and was instrumental ...
Former Cbus executive joins Tasplan board
DARREN SNYDER  |  WEDNESDAY, 14 NOV 2018
A previous Cbus investment executive is joining Tasplan Super's board as a non-executive director. Joining Tasplan's board in the New Year is Trish Donohue. She worked at Cbus for 17 years and was one of the founding members of its investment team. ...
Alternative trading platform appoints insto sales head
HARRISON WORLEY  |  WEDNESDAY, 18 JUL 2018
An alternative exchange appointed Liquidnet's former head of Australia to run its institutional sales division. Murrough O'Brien links with Chi-X Australia as director of institutional sales, leaving a hole to fill at the institutional trading network. ...
Sydney asset manager hires director
KANIKA SOOD  |  TUESDAY, 10 JUL 2018
A $5.3 billion global manager which acts as the responsible entity for several ASX-listed funds is seeing a change in its board positions. Walsh & Company Investments director Tristan O'Connell is stepping down to focus on activities in the Evans ...
Industry fund names investment operations boss
KARREN VERGARA  |  WEDNESDAY, 4 APR 2018
A $43 billion industry fund appointed a new chief operating officer of investments, reflecting its goal to significantly boost its assets under management . Cbus promoted its general manager of investment operations, Joe Youssef, to the newly-created ...
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