Search Results | Showing 11 - 20 of 224 results for "RSE" |
| | ... said. The deadline for feedback on the proposal is August 25. Meanwhile, APRA released its final instrument exempting certain RSE licensee directors from the change of control and ownership provisions of the Superannuation Industry (Supervision) Act ... |
| | | ... Beverley-Smith, the determination, under the ambit of the Superannuation Industry (Supervision) Regulations 1994, focuses on RSE licensees, particularly those offering a blend of MySuper and lifecycle products. The crux of the framework revolves around ... |
| | | ... whether there are benefits to undertaking these on a quarterly basis or in line with certain criteria as pre-determined by the RSE. "APRA expects an RSE licensee would consider those factors that require more frequent or ad-hoc stress tests," APRA said. ... |
| | | ... that collecting information on members, in and of itself, would not result in the provision of financial product advice. "RSE licensees seeking to avoid providing personal financial advice to their members should therefore focus on the way they communicate ... |
| | | The superannuation industry can expect to offer holistic advice as assistant treasurer Stephen Jones reasons that its highly regulated framework will place trustees in good stead to make advice more accessible. At a Financial Services Council breakfast ... |
| | | ... deliberately chosen to ignore them, Dunnin commented. "Given ASIC's greenwashing crackdown, Rainmaker would council their RSE boards to urgently review this," he said. |
| | | ... also have a greater tendency to have investment options that underperformed relative to investment benchmarks, Cole said. "RSE licensees must be able to demonstrate the value of their product offerings (including services and features) and that fees ... |
| | | ... for Westpac. BT is busy consolidating its remaining superannuation offerings, including shutting down the Retirement Wrap RSE and transferring all funds to Asgard Independence Plan Division Two. |
| | | ... merger with Mercer is expected to have been completed at the same time. BT Panorama Super will remain, simply under a different RSE. The Asgard fund was established in 1988 and has about $16 billion in funds under management. As at September 2022, BT ... |
| | | Allan Gray Australia is exiting the platform market, inclusive of its superannuation offering, to focus on its core funds management business. Effective April, Allan Gray will transfer the Allan Gray Solutions platform to OneVue Wealth Services. The ... |
|