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Showing 11 - 20 of 4468 results for "Trustee"

ASIC, APRA target insurers' TPD product sustainability

KARREN VERGARA  |  MONDAY, 25 MAY 2026
... encouraged insurers to maintain proactive and constructive engagement with trustees and be open to facilitating joint insurer trustee efforts to drive better outcomes for members. "Structural shifts in claims patterns are often managed through premium ...

Feature: Private credit | The fine print

RIDDHIMA TALWANI  |  FRIDAY, 22 MAY 2026
... will lose the money on it," she says. Torrington says his rule to manage conflicts of interest is simple: external fund trustee, external fund administrator and external and independent valuations. With 90% of its private credit investments offshore ...

APRA sharpens oversight, flags tech and geopolitical risks

VINNY VUCAGO  |  THURSDAY, 21 MAY 2026
APRA has intensified its supervision of superannuation trustees, insurers and banks as geopolitical instability, rapid artificial intelligence (AI) adoption and growing complexity in global markets reshape the financial risk environment. In its latest ...

ASIC launches action against Equity Trustees for $65m First Guardian failures

ELIZA BAVIN  |  THURSDAY, 21 MAY 2026
... around 2700 members of NQ Super & Pension, a division of the AMG Superannuation Fund for which Equity Trustees was the trustee. ASIC alleges Equity Trustees did not obtain critical information before onboarding First Guardian such as its constitution ...

InterPrac targets First Guardian victim, disputes AFCA ruling

KARREN VERGARA  |  FRIDAY, 15 MAY 2026
InterPrac Financial Planning is taking action against a former client and victim of the First Guardian Master Fund collapse for an Australian Financial Complaints Authority (AFCA) determination it is vehemently contesting. The new proceeding comes off ...

WAM offers global real assets exposure via new offering

MATTHEW WAI  |  FRIDAY, 15 MAY 2026
Wilson Asset Management (WAM) has launched a real assets fund, providing investors with exposure to assets, including natural capital like water, agriculture and timber. The Wilson Asset Management Real Assets Fund (WRAF) will partner with specialist ...

Investors the biggest losers in 2026 Budget

KARREN VERGARA  |  WEDNESDAY, 13 MAY 2026
... returns. Beneficiaries, other than corporate beneficiaries, will receive non-refundable credits for the tax payable by the trustee, which can be used to offset current year income tax liabilities. "The minimum tax will mean a fairer rate of tax is paid ...

Minimum 30% tax for discretionary trusts

KARREN VERGARA  |  TUESDAY, 12 MAY 2026
... returns. Beneficiaries, other than corporate beneficiaries, will receive non-refundable credits for the tax payable by the trustee, which can be used to offset current year income tax liabilities. "The minimum tax will mean a fairer rate of tax is paid ...

Performance test reforms to curb benchmark hugging: Treasury

KARREN VERGARA  |  FRIDAY, 8 MAY 2026
... would assess total portfolio returns against a risk-adjusted benchmark. This places greater emphasis on the quality of trustee investment decisions, such as strategic asset allocation, diversification, and other value-adding activities. By contrast ...

TelstraSuper did fall foul of IDR obligations: Federal Court

JAMIE WILLIAMSON  |  FRIDAY, 8 MAY 2026
... its internal dispute resolution (IDR) procedures. The case was brought by ASIC in November 2023, the first time a super trustee was pinged for failures related to the IDR regime, which was introduced in 2021. However, it did not find in ASIC's favour ...