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Showing 11 - 20 of 108 results for "Knox"

King's birthday honours for industry executives

CHLOE WALKER  |  TUESDAY, 13 JUN 2023
... (sustainability, climate and the circular economy) Jill Riseley. In the super sector, Mercer senior partner and actuary David Knox was recognised for his noteworthy service to the financial sector, while former HESTA chief executive and TelstraSuper ...

Super members want free advice: Survey

KARREN VERGARA  |  THURSDAY, 25 MAY 2023
... decisions about savings, debt, mortgage, and rental stresses, investments and retirement planning," he said. Otivo chair Ian Knox said that legislative support from the government enabling super funds to have payment of advice fees deducted from the ...

Mercer proposes superannuation tax overhaul

ANDREW MCKEAN  |  MONDAY, 6 FEB 2023
... million) at age 70, and requiring all super benefits to be subject to minimum drawdown rules. Mercer senior partner David Knox said the recommendations would improve the super tax system now and into the future. "The proposed changes address critical ...

Small wins for some pensioners

CASSANDRA BALDINI  |  WEDNESDAY, 26 OCT 2022
... for couples from $98,054 to $144,000. Speaking to Financial Standard, Mercer senior partner and global pension expert David Knox said the government is merely responding to cost-of-living pressures and delivering on promises made in the election campaign. ...

Australian retirement system given B+

JAMIE WILLIAMSON  |  WEDNESDAY, 12 OCT 2022
... help improve our ranking over time," CFA Institute Board of Governors member Maria Wilton said. Mercer senior partner David Knox was the lead author of the study. He said the Australian system needs to shift its culture and focus from accumulation to ...

Review of YFYS receives mixed response

ANDREW MCKEAN  |  FRIDAY, 8 JUL 2022
... has no plan and no policy to improve member outcomes," Bragg settled. Nevertheless, Mercer senior partner and actuary David Knox told Financial Standard that the firm supported the 12-month delay in the performance test for trustee director products. ...

Australia improves super system quality

KARREN VERGARA  |  WEDNESDAY, 20 OCT 2021
... retirement outcome gender gap will require concerted effort by policymakers and industry stakeholders. Mercer senior partner David Knox commented: "We know that closing the gender pension gap is an enormous challenge given the close link of the pension ...

TPT Wealth builds out team

ANNABELLE DICKSON  |  MONDAY, 11 OCT 2021
... Bell Potter WA, Austock and Macquarie Bank. Meanwhile, McCallum was a financial adviser and director of Hobart-based firm Knox Financial. He was also a practice manager and financial adviser at Directions Wealth Management. McCallum spent over 12 years ...

ABPs alone won't meet retirement income covenant: Knox

KANIKA SOOD  |  WEDNESDAY, 1 SEP 2021
Mercer's David Knox says super funds won't be able to meet the Retirement Income Covenant's requirements via account-based pensions alone and will have to look at other solutions. The government's latest guidance on the Retirement Income ...

Evalesco acquires boutique firm

ANNABELLE DICKSON  |  THURSDAY, 5 AUG 2021
... Advisers national president Marc Bineham's advice firm. Evalesco, led by Marshall Brentnall, Jeff Thurecht and Jules Knox, has taken on Noall & Co's client base and appointed Bineham as a financial coach to provide literacy programs to people ...