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Showing 11 - 20 of 134 results for "BT Super"

Mercer scoops up third BT business unit

KARREN VERGARA  |  MONDAY, 8 MAY 2023
Mercer announced it will acquire BT Private Portfolio Management for an undisclosed amount after it finalised the transition of the superannuation and asset management units. Mercer will become the new owner of BT Private Portfolio Management (PPM) ...

Equity Trustees, OnePath dominate choice heatmap failure

KARREN VERGARA  |  WEDNESDAY, 26 APR 2023
... Index, failed to deliver for members. Several BT options were also slapped with a red rating - Pendal Growth Shares, BT Super For Life Advance Higher Growth, BT Super For Life Advanced Balanced and BT Super For Life Advance Higher Growth - were among ...

Mercer names strategic relationships lead

CASSANDRA BALDINI  |  WEDNESDAY, 12 APR 2023
... in Sydney, reports to Mercer Pacific head of wealth management Luke Fitzgerald. The appointment follows the merger of BT Super into the Mercer Super Trust and the acquisition of Advance Asset Management. Previously, Allmey spent over six years at BT ...

Mercer Super names key executives

JAMIE WILLIAMSON  |  THURSDAY, 6 APR 2023
Following the merger with BT Super, Mercer Super has a new chief investment officer and a personal super and member experience lead. Corrin Collocott has been named chief investment officer, Mercer Super and Multi-Sector. He will also play a deputy ...

BT Super, Mercer merger completes

JAMIE WILLIAMSON  |  MONDAY, 3 APR 2023
... almost a year to execute, with the successor fund transfer first announced in May 2022. At the time, it was estimated BT Super members would see a 25% fee reduction, including no dollar-based administration fee and reduced percentage-based administration ...

Super tax break crackdown to hit $410bn in savings

ANDREW MCKEAN  |  WEDNESDAY, 1 MAR 2023
... in the market. Not-profit super funds, including Australian Retirement Trust, UniSuper, Commonwealth Super Scheme, and BT Super, have the most affluent members across all ages among APRA-regulated funds. This suggests that individuals with significant ...

Westpac settles BT Super class action

CASSANDRA BALDINI  |  MONDAY, 19 DEC 2022
... settlement, which is subject to court approval and negotiated on behalf of customers who had invested their super in the BT Super cash option between 2007 and 2019. It was alleged that members who invested in the BT Super for Life cash-only option received ...

Super heatmap findings garner mixed responses

ANDREW MCKEAN  |  FRIDAY, 16 DEC 2022
... significantly poor performance rating were EISS Super's MySuper option, Colonial First State FirstChoice Employer Super, BT Super MySuper, Westpac Group Plan MySuper, Commonwealth Essential Super and AMG MySuper. "MySuper options are supposed to ...

What you read in 2022

CASSANDRA BALDINI  |  FRIDAY, 16 DEC 2022
... impact the future sustainability of the fund" as well as the best financial interests of members. 4. Westpac offloads BT super to Mercer In May, Westpac confirmed it signed a successor funds transfer with Mercer which saw all of its superannuation funds ...

MySuper heatmap reveals sub-par products

ANDREW MCKEAN  |  THURSDAY, 15 DEC 2022
... performance in relation to the benchmark. EISS Super's MySuper option, Colonial First State FirstChoice Employer Super, BT Super MySuper, Westpac Group Plan MySuper, Commonwealth Essential Super and AMG MySuper received a significantly poor performance ...