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Showing 331 - 340 of 4510 results for "Trustee"

ART, MLC AM, HESTA name directors

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
... board," said ART chair Andrew Fraser. "I am pleased that Marnie has chosen to contribute to Australian Retirement Trust as a trustee director. Her deep experience and leadership capacity will be valued as we seek to ensure ART is positioned best for ...

SMSFs outperform APRA funds over five years: Research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
New research shows that self-managed superannuation funds (SMSFs) outperformed APRA-regulated funds by 1.2 percentage points per annum in the five years to June 2023. According to research from the University of Adelaide's International Centre for ...

Lifespan Financial Planning names head of research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
The new appointee will strengthen the firm's investment management capabilities and its commitment to better deliver financial solutions, Lifespan Financial Planning said. Ian Holliday has been appointed head of research and managed accounts, bringing ...

EQT awarded two new mandates

ELIZA BAVIN  |  TUESDAY, 11 FEB 2025
... support MA Financial in bringing this investment opportunity to market and remain dedicated to delivering excellence in trustee services." MA Financial managing director and head of credit investments and lending Frank Danieli said the launch of the ...

Cbus faces fresh investigation over fund expenditure practices

ANDREW MCKEAN  |  TUESDAY, 11 FEB 2025
... conditions on Cbus and BUSSQ in August last year over governance concerns following CFMEU scandals, requiring Cbus' trustee, United Super, to appoint an independent expert to review its compliance with Prudential Standard 520, which mandates all ...

AMP launching 'market first' digital advice solution for super members

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
AMP is rolling out a new digital advice solution, in partnership with Bravura, providing its super fund members with retirement guidance. AMP Super's digital Retirement Health Check will allow its 700,000 members to find out when they can access ...

Coller Capital launches first-of-its-kind strategy

MATTHEW WAI  |  THURSDAY, 6 FEB 2025
Several months on from debuting its private equity secondaries fund, Coller Capital has unveiled the Coller Private Credit Secondaries Fund for individual investors in Australia. Catering to high-net-worth investors, the "first of its kind" fund will ...

BUSSQ loses legal bid to overturn additional licence conditions

ANDREW MCKEAN  |  MONDAY, 3 FEB 2025
... its bid to overturn additional licence conditions. Last August, APRA imposed additional licence conditions on BUSSQ's trustee over concerns about fitness and proprietary processes and fund expenditure management. At the same time, APRA cracked down on ...

Super fund promotional expenses balloon: APRA

KARREN VERGARA  |  FRIDAY, 31 JAN 2025
... said APRA deputy chair Margaret Cole. "Increased transparency and scrutiny of super fund expenditure are crucial since trustee decisions have direct implications for their members," she said. "The first-time release of fund-level insurance data will ...

Transfer balance cap to rise on July 1

JAMIE WILLIAMSON  |  THURSDAY, 30 JAN 2025
... of release is met, Chow said it's important to review their circumstances before their 65 th birthday or notify the trustee if another condition of release - such as permanent retirement or terminal illness - is met. "If the condition of release ...