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| | | ... also a former Labor Treasurer, said as well in the opening address to the ASFA conference, that self-managed super fund trustees often had unrealistic expectations, and that many lacked the investment skill needed to manage their own retirement savings. ... |
| | | | ... Darren Wickham, chair of the Actuaries Institute FCR taskforce, believes these reports will be extremely valuable for trustees and fund executives going through the MySuper licensing process and helps answer risk, scale and liquidity questions. "The ... |
| | | | ... management (58%), and estate planning (44%). The ability to borrow for asset acquisition was the main reason for 18% of SMSF trustees. Reinforcing a focus on costs, 62% of respondents named lower fees as a primary motivation. The research confirmed that ... |
| | | | ... Solution matches a fund's assets and member needs up to and throughout retirement", said Blair. "This greatly assists Trustees in meeting their obligations to members especially with regard to the first wave of Baby Boomers now entering retirement," ... |
| | | | A growing number of self-managed super fund trustees are actively looking to move to a managed fund as they approach retirement, according to legalsuper chief executive Andrew Proebstl. He says that trustees are questioning whether they will have the ... |
| | | | ... intensification of protests could reinforce calls by sections of the wealth management industry for more independent trustees to be appointed to fund boards. The CFMFEU trustees on the board include: David Noonan, national secretary of the CMFEU Construction ... |
| | | | ... not-for-profit and retail funds are directly invested, compared to 80% for SMSFs. APRA estimates that $495 million was paid to trustees and directors directly from super funds, although this figure is likely to be an underestimate due to way retail funds ... |
| | | | Be careful when investing in property, the Australian Tax Office warned self managed super fund trustees yesterday. People might be using their DYI super fund to invest in property without actually understanding borrowing laws, said acting commissioner ... |
| | | | Fiona Reynolds has resigned as chief executive of the Australian Institute of Superannuation Trustees (AIST). Reynolds is leaving to become managing director of the Principles for Responsible Investment (PRI). PRI is a global investor initiative in ... |
| | | | Equity Trustees Limited's (EQT) Australian equities fund has been given a 'Recommended' rating by Lonsec. This was the first time the EQT Wholesale Flagship Fund had been rated by the research house. In its report Lonsec made particular reference to ... |
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