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Showing 2151 - 2160 of 10366 results for "Trust"

Financially stressed Aussies believe advice could improve well-being

CASSANDRA BALDINI  |  THURSDAY, 1 DEC 2022
... cohort believes financial advice could be the solution - if it were affordable. A new survey by the Australian Retirement Trust (ART) reviewed feedback from more than 2000 Australians and found 70% of recipients believe financial advice could improve ...

Perpetual names planned post-acquisition executive lineup

CHLOE WALKER  |  WEDNESDAY, 30 NOV 2022
... sustainability officer. Mark Smith will continue to lead Perpetual Private and Richard McCarthy will remain as Perpetual's Corporate Trust head, as well as joining current chief financial officer Chris Green and chief integration officer Amanda Gazal ...

Marketing oversight must improve: ASIC

JAMIE WILLIAMSON  |  WEDNESDAY, 30 NOV 2022
... are the Allan Gray Australia Stable Fund and Dent Sector Fund, both overseen by Equity Trustees; the Funding Investment Trust, of which Melbourne Securities Corporation is RE; the Maxiron Monthly Income Trust under Primary Securities; and the Eley Griffiths ...

Millions of retirees will benefit from QAR

CASSANDRA BALDINI  |  TUESDAY, 29 NOV 2022
The Quality of Advice Review's (QAR) proposals will help an additional two million retirees spend $22.5 billion more and leave $6 billion less in bequests annually by the year 2040. According to data released by the Financial Services Council (FSC) ...

Still potential for dividends growth: Ausbil

CASSANDRA BALDINI  |  TUESDAY, 29 NOV 2022
According to Ausbil, earnings growth will be harder to come by in 2023, however there will still be a possibility to secure dividends despite a slowing economy and rising interest rates. Ausbil active dividend income fund portfolio manager Michael Price ...

Crescent Wealth misreports indirect costs, breaches regulatory standards

ANDREW MCKEAN  |  MONDAY, 28 NOV 2022
Equity Trustees, the trustee of Crescent Wealth Superannuation, has said the fund's estimated costs weren't calculated or disclosed correctly, breaching regulatory standards. The finding follows a review by Equity Trustees, of the fund's ...

Super fund board renewals need work: APRA

JAMIE WILLIAMSON  |  MONDAY, 28 NOV 2022
APRA deputy chair Margaret Cole says there is "material scope" for improvement in super fund board renewal strategies. In a speech to the AIST Chairs Forum, Cole outlined the regulator's expectation of trustee boards, saying the issue of board governance ...

APRA urges entities to strengthen risk management

CASSANDRA BALDINI  |  FRIDAY, 25 NOV 2022
APRA general manager of governance, culture, remuneration and accountability Stuart Bingham said a strong risk culture is essential for effective risk management outcomes. In a speech, delivered at the Financial Services Assurance Forum, Bingham discussed ...

Cbus retirement lead jumps to AustralianSuper

ELIZABETH FRY  |  FRIDAY, 25 NOV 2022
Cbus confirmed that its head of retirement has left the fund to join AustralianSuper. Jon Sedawie has been appointed principal, retirement product at the country's largest superannuation fund. Sedawie spent nine years at Cbus, most recently as head ...

Advising through disability implications

CASSANDRA BALDINI  |  THURSDAY, 24 NOV 2022
There are multiple complexities around providing advice and the impacts of disability, with planners sandwiched between highly anxious clients and tough systems. Speaking at the FPA Congress, Health & Finance Integrated chief executive William Johns ...