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Showing 211 - 220 of 3319 results for "Trustees"

Fortitude Investment Partners acquires majority stake in SMSF audit firm

MATTHEW WAI  |  WEDNESDAY, 2 APR 2025
... strong conviction in the quality of our work, and believe the more SMSFs we audit, the more assurance we can provide to trustees and the SMSF industry itself."

Talaria taps Equity Trustees as RE for three funds

ANDREW MCKEAN  |  TUESDAY, 1 APR 2025
Talaria Asset Management has appointed Equity Trustees as the responsible entity of its three global equity funds. The appointment covers the asset manager's dual access Talaria Global Equity Fund Complex ETF (Cboe: TLRA), the Talaria Global Equity ...

HMC Capital to launch new private equity vehicle

MATTHEW WAI  |  TUESDAY, 1 APR 2025
... more than 55% net returns in 2024, and returned 35% p.a. since its inception in 31 August 2022. Following a review, the trustees of HMCCP Fund I wanted to re-weight future investment into unlisted opportunities, as well as listed entities where HMC sees ...

Not one trustee tracked end-to-end claims handling times: ASIC

ANDREW MCKEAN  |  MONDAY, 31 MAR 2025
A review of major superannuation trustees by ASIC found that not even one monitored or reported on the full process of death benefit claims handling. The review of superannuation trustees including, Australian Retirement Trust, Avanteos (Colonial First ...

Pearler Super launches, new FHSSS product imminent

KARREN VERGARA  |  MONDAY, 31 MAR 2025
... such as BlackRock, Vanguard and SSGA. Pearler Super is offered through Super Simplifier, a product under RSE, Equity Trustees Superannuation. DASH is the investment administrator and promoter of Pearler Super, while DDH Graham is the member administrator. ...

APRA levy to cost $243m in FY26

KARREN VERGARA  |  FRIDAY, 28 MAR 2025
... super sector continue to be asset valuation and liquidity risk management. "APRA is finalising its initial review into trustees' approaches to investment management internalisation as bringing investment functions in-house can lead to meaningful changes ...

MSC appoints operating chief

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
... position in the next chapter of MSC Group. Last year, MSC acquired the Certane CT custody business from Australian Executor Trustees. The group manages $34 billion under appointment, on behalf of more than 250 individual corporate clients, and across ...

DBFO reforms package 'pretty disappointing': FAAA

ANDREW MCKEAN  |  TUESDAY, 25 MAR 2025
... to more Australians. "Our single biggest concern in relation to the draft legislation is that it appears to give super trustees the ability to collectively charge for comprehensive retirement advice," Abood said. Abood said, "this is concerning on many ...

Tranche 2 of DBFO dumps SOAs, enables 'nudges'

JAMIE WILLIAMSON  |  FRIDAY, 21 MAR 2025
... targeted prompts to members - or 'nudge' them - at specific lifestages to boost their engagement with their super. Trustees must "develop an assessment framework before sending any targeted superannuation prompts, which will involve identifying ...

India Avenue launches active ETF

KARREN VERGARA  |  WEDNESDAY, 19 MAR 2025
... Zealand investors looking to diversify their portfolios and capitalise on the country's vast potential," he said. Equity Trustees acts as the responsible entity. India Avenue has two other funds - the India Avenue Equity Fund and India 2030 Fund. The ...