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Showing 2521 - 2530 of 6290 results for "Superannuation Fund"

Super fund and advice group create alliance

DARREN SNYDER  |  THURSDAY, 20 DEC 2018
An $8 billion industry superannuation fund recently established a partnership with a national financial planning group to expand its advice service to members. Statewide Super and Elders Financial Planning have formed the alliance to expand the super ...

OneVue offloads trustee business

KARREN VERGARA  |  THURSDAY, 20 DEC 2018
... trustee and custodial service. NEOS Life recently appointed Sargon as the trustee of its new insurance-only superannuation fund. Once completed, Sargon will have over $53 billion of assets under trusteeship and supervision, Kingston said. Sargon has ...

Financial Standard unwrapped: Our top stories in 2018

HARRISON WORLEY  |  WEDNESDAY, 19 DEC 2018
... the firm to concentrate on its high-net-worth clients. Super enters new digital advice realm July saw giant superannuation fund administrator Link Group upgrade all existing clients to a new digital advice product, giving super fund members tailored ...

UBS signs on Morningstar

KANIKA SOOD  |  WEDNESDAY, 19 DEC 2018
UBS will use Morningstar to provide securities pricing and industry news on its platform that five large superannuation funds use for their direct investment options. In an arrangement signed off six weeks ago, Morningstar replaced Reuters, which had ...

Grandfathered commissions: Where to from here?

JAMIE WILLIAMSON  |  WEDNESDAY, 19 DEC 2018
Almost two-thirds of financial advisers are against the removal of grandfathered commissions. A recent poll conducted by Financial Standard's sister publication FS Advice found 63% of respondents do not believe the payment of grandfathered commissions ...

Industry fund awards $180m fixed income mandate

HARRISON WORLEY  |  TUESDAY, 18 DEC 2018
A $7 billion industry superannuation fund awarded a $180 million fixed income mandate to a US-based fund manager. Energy Super, a superannuation fund managing the retirement savings of about 47,000 Australians, awarded the fixed income mandate to Payden ...

ASIC cans advice business AFSL

JAMIE WILLIAMSON  |  TUESDAY, 18 DEC 2018
... conducted by the regulator found a representative of Evermore had advised clients to establish a self-managed superannuation fund and invest their super in Evermore. ASIC said the business failed to adequately monitor and supervise its representatives ...

MYEFO: Regulatory funding increases, Budget surplus doubles

DARREN SNYDER  |  MONDAY, 17 DEC 2018
... territory-based services for older people and their families seeking to address elder abuse. MYEFO also showed superannuation fund tax receipts have been revised up by $400 million in 2018-19, and revised down by $2.4 billion over the four years to 2021-22. ...

Super a money laundering target: AUSTRAC

HARRISON WORLEY  |  MONDAY, 17 DEC 2018
... early release of superannuation under falsified documents, and politically exposed people who might use their superannuation fund as a means to store the proceeds of corrupt behaviour. AUSTRAC is encouraging funds to monitor the transactions of members ...

Markets could delay retirement plans

KANIKA SOOD  |  MONDAY, 17 DEC 2018
More than 420,000 Australian who are due to retire in the next 12 months may have to delay their plans as lackluster share market returns, falling property prices and low interest rates obstruct their wealth. Recent research by Roy Morgan found Aussies ...