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Showing 251 - 260 of 4473 results for "Trustee"

Reducing super tax cap to $2m 'a concern': FAAA

ELIZA BAVIN  |  FRIDAY, 9 MAY 2025
Financial Advice Association Australia (FAAA) chief executive Sarah Abood has voiced concerns about the future of Div 296, given Labor's overwhelming victory at the federal election. The proposed 30% tax on superannuation balances above $3 million could ...

Rest details internal program to reform death benefit processes

ANDREW MCKEAN  |  FRIDAY, 2 MAY 2025
Rest has disclosed the existence of 'Project Scarlet,' an internal program that the fund's carried out over the past 18 months to improve its death benefit claims processes. A spokesperson for the $93 billion super fund said the program ...

Perpetual Wealth Management adds five senior advisers

ANDREW MCKEAN  |  MONDAY, 28 APR 2025
... business owners, professionals and community organisations across a range of areas including strategic and investment advice, trustee services, accounting, business advisory, and philanthropic solutions. "Michael, Antony, Sandra, Laura, and Patrick bring ...

Future Group confirms more mergers ahead, undertakes review

JAMIE WILLIAMSON  |  THURSDAY, 24 APR 2025
... alongside the MLC Insurance Only product that currently sits inside an Insignia Financial fund. Equity Trustees serves as trustee of both the Smart Future and Zurich offerings and, following a review, decided Zurich members would be better off if transferred ...

Australian equity fund manager in a league of its own: Mercer survey

ANDREW MCKEAN  |  THURSDAY, 24 APR 2025
... "problematic" software business Bigtincan, along with more successful investments in terminal owner Dalrymple Bay and trustee Equity Trustees. New positions, meanwhile, have mostly come from the ranks of "larger, higher quality" companies, including ...

Corporate fund selects Mercer Super for SFT

JAMIE WILLIAMSON  |  TUESDAY, 22 APR 2025
... the Goldman Sachs & JBWere Superannuation Fund, will be merged into Mercer Super from next month. In September 2024, the trustee for the Goldman Sachs & JBWere Superannuation Fund - BEST Superannuation - commenced a review of its options to merge the ...

Mercer promotes wealth management lead

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
Mercer Pacific has promoted Luke Fitzgerald, its head of wealth management, to partner. In the announcement, Mercer emphasised Fitzgerald's significant role over the past 15 years in expanding the firm's wealth management client base and supporting ...

Shield Master Fund terminated, new receivers for Keystone Asset Management

KARREN VERGARA  |  WEDNESDAY, 16 APR 2025
The Shield Master Fund (SMF) has been terminated while its responsible entity Keystone Asset Management (KAM) has been appointed a new receiver and administrator. The troubled SMF was terminated on April 10 after the new receiver, Alvarez & Marsal ...

IAM to bring managed account with syndicated loan access to market

MATTHEW WAI  |  WEDNESDAY, 16 APR 2025
... simply don't exist in the retail hybrid market." Perpetual has been appointed as the standard custodian, supported by trustee services from Trustees Australia Limited. The launch follows State Street Global Advisors and Investment Trends' recent ...

Global investor services group enters Australia

ELIZA BAVIN  |  TUESDAY, 15 APR 2025
... assets, private credit and private equity. These market conditions are causing demand to rise for sophisticated, end-to-end trustee and loan administration solutions." IQ-EQ chief executive Mark Pesco said the investment marks a significant milestone ...