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| | | ... in 2019 to provide legal advice from a perspective that is closely placed to the business operations of superannuation trustees. We are grateful to have advised clients on a broad range of matters, including successor fund transfers, regulatory change ... |
| | | | ... make the information publicly available on their website. The bill also contains the legal basis on which superannuation trustees can charge members for financial advice from their account and the associated tax consequences (Recommendation 7). The new ... |
| | | | ... Income Covenant (RIC) aims to improve outcomes for members, but funds lack complete information on their members. As such, trustees must develop a plan to address the data gaps to "construct better segmented cohorts of members." The RIC also provides ... |
| | | | ... equity offering, is being made available to wholesale and institutional investors via AFM Investment Partners. Equity Trustees will serve as responsible entity of the fund. The fund's objective is to reduce plastic waste and greenhouse gas emissions ... |
| | | | ... assets previously alleged to have been misappropriated," it added. In May 2020 the IPO Wealth Fund's trustee, Vasco Trustees, appointed receivers and alleged that Mawhinney had transferred $18 million worth of assets to the British Virgin Islands. ... |
| | | | ... reform options, the primary focus is on improving member outcomes through an enduring test that supports and incentivises trustees to achieve the best retirement outcomes for their members. The first option, maintaining the status quo, suggests refining ... |
| | | | ... According to MLC, the paper aims to improve outcomes for Australian workers who face illness or injury and for superannuation trustees, who must act in the best financial interests of their members. "As one of Australia's oldest life insurers, we're ... |
| | | | Making the jump from Equity Trustees, Kylie Holbrook has joined MSC Trustees as general manager, funds. MSC Trustees said the appointment marks an expansion of its Sydney team, with Holbrook taking on a leadership role. She spent the last 12 years at ... |
| | | | ... review, T. Rowe Price is terminating its Australian Equity Fund. The manager, alongside its responsible entity (RE) Equity Trustees, said the timely termination of the fund is the best course of action, having considered "a variety of factors, including ... |
| | | | ... and respond to scams. The regulatory body will now shift its focus towards a wider range of banks and superannuation trustees to ensure that they are taking all necessary measures to protect their members and customers from malicious scammers. "We are ... |
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