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Showing 2921 - 2930 of 10367 results for "Trust"

Long way for super complaints overhaul

KANIKA SOOD  |  THURSDAY, 20 MAY 2021
From October 5 super funds must have stronger internal dispute resolution systems but a new ASIC survey shows many are still overshooting the 45-day deadline for resolving member complaints. The new IDR rules were set out in RG 271 introduced last July. ...

The secret to looking good in the media: Panel

ELIZABETH MCARTHUR  |  WEDNESDAY, 19 MAY 2021
... huge scandal. This, Kitney said, was an example of why it is in the interest of companies and organisations to have some trust with the media and share information. Financial Standard is the official media partner of the Conference of Major Superannuation ...

Raw truth on merger process: Panel

ELIZABETH MCARTHUR  |  WEDNESDAY, 19 MAY 2021
With consolidation in the superannuation industry not slowing down, those who've been through a merger have revealed the anxiety, job losses and workload involved. Speaking on a panel at the AIST Conference of Major Superannuation Funds, Spirit ...

Budget no cure for hangover from last one

ELIZABETH MCARTHUR  |  WEDNESDAY, 19 MAY 2021
An Australian Institute of Superannuation Trustees policy expert has laid out just how much work super funds have ahead of them in dealing with the last two federal budgets. AIST head of advocacy Mel Birks updated the Conference of Major Superannuation ...

EFM appoints EQT on Aussie launch

ANNABELLE DICKSON  |  TUESDAY, 18 MAY 2021
... local offering. The Hong Kong-based global equities specialist is launching the EFM Global Financial Services and Technology Trust locally which provides access to global opportunities in the financial services and technology sectors, with the aim of ...

Boutique hires from Deloitte

ANNABELLE DICKSON  |  TUESDAY, 18 MAY 2021
... consultant in Deloitte's investment wealth and advisory practice. He was previously an analyst at Victor Smorgon Group, Mutual Trust, Zenith Investment Partners and Jeena. Miller also spent time as head of research at the Centre for Institutional Investors ...

Trustee of the Year announced

KANIKA SOOD  |  TUESDAY, 18 MAY 2021
A well-known financial adviser and superannuation trustee has been named trustee of the year by the Australian Institute of Superannuation Trustees. Sue Dahn was announced as the recipient this morning at the Conference of Major Superannuation Funds ...

Aussies regret ERS withdrawals: AIST poll

KANIKA SOOD  |  TUESDAY, 18 MAY 2021
Nearly seven in 10 Australians who dipped into their superannuation during COVID-19 are concerned the decision has made them less financially secure, according to a poll from the Australian Institute of Superannuation Trustees. AIST also says one in ...

ASIC bans Theta managing director

KARREN VERGARA  |  MONDAY, 17 MAY 2021
... Patrick Marie comes after several instances of misconduct relating to Theta, the responsible entity of the Sterling Income Trust (SIT), which ASIC commenced civil penalty proceedings against in the Federal Court of Western Australia. SIT is a registered ...

Investment Leadership Awards finalists named

JAMIE WILLIAMSON  |  MONDAY, 17 MAY 2021
... Management - Macquarie True Index Aust Shares Fund State Street Global Advisors Australia - SSGA Australian Equities Index Trust Australian Equities - Income Focused Legg Mason Asset Management - Legg Mason Martin Currie Eq Inc Fund Legg Mason Asset ...