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Showing 2011 - 2020 of 4848 results for "super funds"

ANZ adopts life insurance code

KARREN VERGARA  |  TUESDAY, 20 FEB 2018
... experience and ensure account balances aren't inappropriately eroded. ANZ head of superannuation Mark Pankhurst said: "Our super funds already adhere to a number of the code's aspects, including simple arrangements for members to opt-out of life insurance ...

ATO closely monitoring SMSF balance caps

KARREN VERGARA  |  MONDAY, 19 FEB 2018
The ATO is closely monitoring self-managed super funds (SMSF) that breach the transfer balance cap and has already issued several alerts to members close to breaching the cap. ATO deputy commissioner for superannuation James O'Halloran told the 2018 ...

SMFSA voices support for AFCA

KARREN VERGARA  |  THURSDAY, 15 FEB 2018
... said. "Anecdotal evidence suggests that SMSF members often do not pursue their complaints with banks, insurers and super funds because of the potential legal costs and complexity. "But the establishment of AFCA as a one-stop shop now gives them an avenue ...

MGP partners with fintech for adviser solution

ALEX BURKE  |  TUESDAY, 13 FEB 2018
... pricing for the Moneysoft Lite and Pro services. These are cloud-based tools targeted at advisers, mortgage brokers and super funds and, according to Moneysoft head of technology and commercial operations Jon Shaw, they "[enable] advisers to focus on ...

Court fines advice firm $7.8m

KARREN VERGARA  |  FRIDAY, 9 FEB 2018
... superannuation funds and take out high-end insurance. Advisers would then charge advice fees that were paid out of consumers' super funds and received upfront and trailing insurance commissions. The upfront insurance commission generated by the financial ...

Perennial appoints institutional sales lead

JAMIE WILLIAMSON  |  THURSDAY, 8 FEB 2018
... structure, where the investment professionals' interests are aligned with our investors, we are well suited to partner with super funds and institutions to build investment solutions that best suit clients' needs," he said. In October last year Perennial ...

Planners preferred over super for wealthier retirees: Research

ALEX BURKE  |  WEDNESDAY, 7 FEB 2018
Financial planners are significantly preferred over super funds as a source of retirement advice for Australians with account balances over $100,000, according to Investment Trends research. Overall, the research found that Australians are most inclined ...

Open banking regime to boost advice

DARREN SNYDER, KARREN VERGARA  |  MONDAY, 5 FEB 2018
... implemented, qualitative discussions with clients will shift to obtaining quantitative information - bank accounts, loans, super funds, property valuation feeds and so on. As that comes together, Patty says the next phase is adding more value in terms ...

Natixis IM appoints insto sales director

JAMIE WILLIAMSON  |  FRIDAY, 2 FEB 2018
... its trajectory of success in the institutional world. "Natixis' multi-affiliate structure enables it to work with super funds and other local institutions to provide investment strategies that suit the needs of both the institutions and the end-investor ...

JANA wins $30bn public sector mandate

DARREN SNYDER  |  TUESDAY, 30 JAN 2018
... clients at 20%. There were an estimated 457 mandate appointments in the year to end September 2017 from not-for-profit super funds, investment and funds managers, Rainmaker noted.