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| | ... unsuspecting consumers and lure them into receiving financial advice and switching superannuation funds at a hefty cost. At the time, AIST said it was aware of some operators charging as much as $6000 "to roll consumers from high performing, low fee ... |
| | | A client book full of older clients are fetching a higher premium compared to last year, new advice practice valuations show. The Radar Results June 2024 price guide reveals that books of investment and super clients aged 80+ years old have seen their ... |
| | | ... inflation' rate - being that which excludes food, energy and shelter inflation - turned negative month-on-month for the first time since 2021. "This has boosted rate cut bets, with a higher probability of the first rate cut happening in September this ... |
| | | ... in 2021 and now has over $1.5 billion of assets under management (AUM) and committed capital. Miall said it is "an ideal time to consider private debt as part of an investment portfolio." "The increase in base rates since early-2022, along with relatively ... |
| | | ... countries of the Organisation for Economic Cooperation and Development and meet a minimum market capitalisation hurdle at the time of purchase." As at the end of May, the fund was invested in 27 stocks, primarily in North America and Europe ex UK, with ... |
| | | ... political spheres," World Economic Forum managing director Saadia Zahidi said. "We cannot wait until 2158 for parity. The time for decisive action is now." Women's representation in the political sphere increased at the federal and local level, though ... |
| | | AustralianSuper copped the highest number of complaints in the last six months of 2023 totalling 936, which was nearly three times more than other major super funds like Cbus, Australian Retirement Trust (ART), and Aware Super. New data from the Australian ... |
| | | ... adviser fees from July 1 can aggravate the cost of financial advice, according to the SMSF Association (SMSFA). In a few weeks' time, superannuation funds and platform providers will no longer be able to claim a rebate for the GST component of adviser ... |
| | | ... in superannuation also include UniSuper director and former Actuaries Institute president Nicolette Rubinsztein, and one-time deputy chair of AustralianSuper Greg Combet. Also recognised was Ray Sputore, a trustee at Cbus, the industry fund that serves ... |
| | | ... We aim to fulfil a need that is unmet in the market, offering personalised service every step of the way at this critical time - for both new and prospective members," Equip Super chief executive Scott Cameron said. "While other funds simply focus on ... |
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