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Showing 11 - 20 of 27 results for %22Perpetual MySuper%22

Year-long delay for super merger

KANIKA SOOD  |  TUESDAY, 26 MAY 2020
... change in insurance arrangements to accommodate Putting Members Interests First (PMIF) legislation. Earlier this month, Perpetual delayed a successor fund transfer of its MySuper product to CareSuper citing market uncertainty and volatility from COVID-19. ...

Super fund delays successor fund transfer

KANIKA SOOD  |  TUESDAY, 5 MAY 2020
... environment." A spokesperson confirmed this morning that the trustee has not yet set a new date for transfer. Perpetual MySuper ranked 21st for one-year returns to June 2019, however it sits in 52nd place over five years. For comparison, CareSuper is ...

Perpetual exits MySuper

JAMIE WILLIAMSON  |  FRIDAY, 20 MAR 2020
... set to take over Perpetual's MySuper offering in a successor fund transfer. On or around May 1 members of Perpetual MySuper will transfer to CareSuper. According to Rainmaker data, the transfer will include more than 7500 member accounts and will ...

Catholic Super appoints CIO

KANIKA SOOD  |  TUESDAY, 3 JUL 2018
... Anna Shelley was announced as Catholic Super's chief investment officer today. In her most recent role, Shelley was Perpetual Investments general manager of product and strategy. She began her financial career at JANA Investment Advisers, joining ...

SelectingSuper winners crowned

EMMA RAPAPORT  |  THURSDAY, 16 NOV 2017
... Pension - Essentials IOOF Employer Super - Pension Fiducian Account Based Pension MLC MasterKey Pension Fundamentals Perpetual WealthFocus Pension Plan SMSF Administrator of the Year AMP SMSF Solutions BT Panorama Heffron SuperGuardian Asset Consultant ...

SelectingSuper finalists announced

ALEX BURKE  |  FRIDAY, 20 OCT 2017
... Pension - Essentials IOOF Employer Super - Pension Fiducian Account Based Pension MLC MasterKey Pension Fundamentals Perpetual WealthFocus Pension Plan Personal Full service Multichoice Product of the Year AMG Personal Super ANZ Smart Choice Super - ...

Finalists for SelectingSuper Awards announced

DARREN SNYDER  |  FRIDAY, 14 OCT 2016
... Account Colonial First State - FirstChoice Wholesale Personal Super AMG Personal Super IOOF Employer Super - Personal Perpetual WealthFocus Super Plan Retirement Full service Multichoice Product of the Year Colonial First State - FirstChoice Wholesale ...

New SMSFs slowing as boomers retire

ALEX BURKE  |  MONDAY, 7 SEP 2015
... this can be partly attributed to the SMSF sector reaching "critical mass" after rapidly accelerated growth post-GFC, Perpetual Private head of strategic advice Colin Lewis suggested it may also be because baby boomers exiting the accumulation phase are ...

SelectingSuper rejects claim small funds should merge

ALEX DUNNIN  |  WEDNESDAY, 5 AUG 2015
... meanwhile a blunt instrument that would impact MySuper products such as some of those offered by AMP, BTFM, Mercer and Perpetual - hardly superannuation brands unable to deliver demonstrable value to their members. It would also impact some of the most ...

FEATURE: Alternatives - Taking the plunge

ALEX BURKE  |  TUESDAY, 28 JUL 2015
... diversification are driving institutions towards alternative assets. Alex Burke investigates whether this is the right idea. When Perpetual acting general manager for regulated fiduciary services Rupert Smoker attended the Global Alternative Investment ...