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Showing 381 - 390 of 3319 results for "Trustees"

SMSFA prepares delegates for major super tax reform

KARREN VERGARA  |  MONDAY, 5 FEB 2024
... because they're multifaceted from that perspective, and give you the lens of all the professionals that are helping trustees make their retirement goals." For the first time, the conference is offering more audit CPD hours. "We recognise the importance ...

ASIC to tighten grip on super fund misdemeanours

ANDREW MCKEAN  |  FRIDAY, 2 FEB 2024
... said remains a key focus for ASIC in 2024, Court said With proceedings underway against Mercer Super and Active Super, trustees will be aware that we will use every lever legislation affords us to eliminate this practice, and we will continue to monitor ...

Equity Trustees adds more super fund clients

JAMIE WILLIAMSON  |  THURSDAY, 1 FEB 2024
Equity Trustees has bolstered its books further, taking over as trustee of two more retail super funds. Equity Trustees' superannuation trustee business has been appointed trustee of ClearView Retirement Plan, while also adding Guild Super to its lineup ...

Market performance fails to sway retirement confidence: State Street

ANDREW MCKEAN  |  FRIDAY, 19 JAN 2024
... whether this softening is due to higher interest rates, or education or some other factor, but it does augur well for trustees looking to include longevity products in holistic retirement solutions." Meanwhile, the State Street survey uncovered a decline ...

MSC Trustees acquires Certane Corporate Trust

KARREN VERGARA  |  FRIDAY, 19 JAN 2024
MSC Trustees has acquired Certane Corporate Trust, the fund administration and corporate trustee business formerly owned by the now-defunct Sargon Capital. Following the transaction settlement on January 12, MSC Trustees now has some $30 billion in ...

HUB24 sets sights on $100bn FUA

KARREN VERGARA  |  TUESDAY, 16 JAN 2024
... with Allianz Retire+ to launch longevity product AGILE. It is currently transitioning about $4 billion in FUA to Equity Trustees after signing an agreement in which the latter will provide custodial platform administration and technology solutions. Up ...

EQT operations, finance chief steps down

KARREN VERGARA  |  MONDAY, 18 DEC 2023
... financial reporting structure will remain unchanged. In October, EQT sold its Irish business via a management buyout. Equity Trustees Ireland chief executive Kevin Lavery, with additional investment from Irish-based MFM Capital, will take over the un ...

MLC Life names general manager, remediation

JAMIE WILLIAMSON  |  MONDAY, 11 DEC 2023
... industry-leading technology needed to offer an even better experience for advisers and customers, as well as superannuation funds, trustees and their members," MLC Life said. Murray described Fletcher as a "deeply experienced customer excellence specialist." ...

VFMC selects new chair

JAMIE WILLIAMSON  |  WEDNESDAY, 6 DEC 2023
... non-executive director for Computershare and Koda Capital. She also sits on the National Gallery of Victoria's council of trustees. Previous roles include deputy chair of the Indigenous Land Corporation, chair of ASIC's Markets Disciplinary Panel, and ...

Superhero Super swallows Smartsave, overhauls offerings

KARREN VERGARA  |  TUESDAY, 5 DEC 2023
Diversa Trustees sub-plans Smartsave and Superhero Super have merged as the latter announces significant changes to its fees, structure, and investment menu. On October 26, Smartsave moved into Superhero Super. This was after a "thorough evaluation ...