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Showing 301 - 310 of 4066 results for "Personal"

Aware Super cuts fees for retiree members

JAMIE WILLIAMSON  |  MONDAY, 26 MAY 2025
Aware Super is shaving up to 25% off administration fees for its retiree membership. The $190 billion fund is reducing the annual administration fee for retirement income and retirement transition members from June 1. The fee will drop from 0.23% of ...

Centrepoint Alliance locks in hundreds of Brighter Super advice clients

ANDREW MCKEAN  |  FRIDAY, 23 MAY 2025
Centrepoint Alliance, which entered into an agreement to acquire the advice book of Brighter Super, has confirmed that most eligible members opted to stay in the transition. Centrepoint Alliance snaped up the comprehensive advice book of ESI Financial ...

ASIC accuses Kalkine of providing unlicensed advice

ELIZA BAVIN  |  FRIDAY, 23 MAY 2025
... implemented by Kalkine." ASIC said it held concerns that Kalkine's representatives, who are based in India, may have provided personal advice as part of the sale of subscription services when Kalkine's AFSL only authorised it to provide general financial ...

Age-based super strategies could add thousands to retirement savings

ANDREW MCKEAN  |  THURSDAY, 22 MAY 2025
Australians in default investment options could collectively be $46 billion better off with age-based personalised strategies, according to analysis from Russell Investments. Russell Investments, the operator of the Russell Investments Master Trust ...

Former director sentenced over 'test' trading accounts

MATTHEW WAI  |  THURSDAY, 22 MAY 2025
... deregistered). McCabe was sole director of both companies. He used the stolen funds for his own benefit for business and personal expenses. He entered a guilty plea in September 2024 to three offences of dishonestly obtaining a financial advantage by ...

MLC Expand reduces fees

MATTHEW WAI  |  WEDNESDAY, 21 MAY 2025
... simplest and transparent fee structures in market. " The MLC Expand platform also supports the IOOF Employer Super, IOOF Personal Super and IOOF Pension products, reducing fees for around 80,000 clients.

Wealth management has never looked better: Knox

JAMIE WILLIAMSON  |  TUESDAY, 20 MAY 2025
... was selling investment portfolios with algorithms, and they haven't worked in Australia," he said. "We understand personal advice requires a Statement of Advice, it requires you look at a person's debt, at their personal circumstances and then ...

Criminal attacks, human error drive data breaches

JAMIE WILLIAMSON  |  WEDNESDAY, 14 MAY 2025
... step up privacy and security measures to keep pace. "Australians trust businesses and government agencies with their personal information and expect it to be treated with care and kept secure."

Vision Super defends new but 'archaic' policy

ELIZA BAVIN  |  TUESDAY, 13 MAY 2025
... caused a stir. Lifestyle Solutions Financial Planning's Daniel Boce told Financial Standard he was surprised when his personal assistant - who is located in the Philippines - was denied information relating to a third-party authority sent to the fund. ...

HESTA members to keep paying fees as disruption continues

ELIZA BAVIN  |  MONDAY, 12 MAY 2025
HESTA members currently in the midst of an extended limited services period will not see a pause or reduction applied to their administration fees, the fund confirmed. The $89 billion fund is currently transitioning to GROW Inc. (GROW) for its administration ...