Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 231 - 240 of 3319 results for "Trustees"

Gen X remains the largest cohort in SMSF establishments: Class

MATTHEW WAI  |  WEDNESDAY, 19 FEB 2025
... are unadvised as the gap between supply and demand for financial advice continues to grow. "We also know the number of trustees accessing financial advice has stayed relatively stable over the past three years." He believes those financial professionals ...

HUB24 engulfs ClearView's remaining superannuation business

KARREN VERGARA  |  WEDNESDAY, 19 FEB 2025
... noting that if it goes ahead clients will be migrated to Discover on HUB24 Super. WealthFoundations' trustee, Equity Trustees Superannuation, told members that the move was part of ClearView's exit from wealth management and the wind up of the ...

Perpetual receives fresh KKR bid

ELIZA BAVIN  |  MONDAY, 17 FEB 2025
Perpetual confirmed it has received a fresh bid from KKR for the acquisition of its wealth management and corporate trustees businesses, after the deal sat on the backburner for two months. Perpetual said it was considering the revised offer, but did ...

Senate calls to overhaul super fund boards

ELIZA BAVIN  |  FRIDAY, 14 FEB 2025
... ('industry') funds that provide equal representation of employee and employer representatives, and independent trustees or directors on superannuation boards. "This is a misguided effort from the chair to undermine the representation of employees ...

SMSFs outperform APRA funds over five years: Research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
... advised SMSFs (7.6%) tended to outperform non-advised funds (6.4%) in the same period. "The results indicate that SMSF trustees who received financial advice are associated with funds that reported materially higher investment returns in 2022-23," Mihaylov ...

Lifespan Financial Planning names head of research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
... seven years. Prior to Entireti, he also held research and advice roles across several organisations, including Sandhurst Trustees, Kapitan Enterprises, Triple C Consulting, and Benney Asset Management. Welcoming Holliday, Lifespan chief executive Eugene ...

EQT awarded two new mandates

ELIZA BAVIN  |  TUESDAY, 11 FEB 2025
Equity Trustees (EQT) has been awarded two fresh mandates to act as responsible entity for both Realm Investment House and MA Financial. MA Financial Group partnered with EQT as the responsible entity and custodian for its newly launched MA Credit Income ...

Cbus faces fresh investigation over fund expenditure practices

ANDREW MCKEAN  |  TUESDAY, 11 FEB 2025
... investigation focused on expenditure management practices. APRA deputy chair Margaret Cole said the regulator expects trustees to have robust governance, compliance and risk management frameworks in place to prevent, detect and/or mitigate potential ...

AMP launching 'market first' digital advice solution for super members

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... life," Howes said. AMP's latest solution follows a joint call from APRA and ASIC in June last year for superannuation trustees to step up efforts in tracking and measuring the effectiveness of their strategies to improve retirement outcomes for members. ...

Coller Capital launches first-of-its-kind strategy

MATTHEW WAI  |  THURSDAY, 6 FEB 2025
... requires a minimum initial investment of $25,000 and a minimum of $5000 per additional investment thereafter. Equity Trustees has been selected as the responsible entity for the fund. Coller Capital head of Australia and New Zealand private wealth distribution ...