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Showing 21 - 30 of 575 results for "Directed"

Morningstar calls out platform TDPs' use of rebates

KARREN VERGARA  |  MONDAY, 13 OCT 2025
Analysis by Morningstar calls out a significant number of platform trustee-directed products (TDPs) were able to pass the recent superannuation performance test by tweaking rebates. Morningstar's report Putting the performance test to the test shows ...

La Trobe appoints new liquidity chief

ANGELIQUE MINAS  |  THURSDAY, 9 OCT 2025
... hires, including deputy chief financial officer Travis Goudie, head of distribution James Waterworth, and head of self-directed clients John Iliakopoulos. Baker said: "La Trobe Financial's disciplined approach to liquidity management is a key reason ...

MUFG 'sincerely apologises' to Cbus over claim delays

ELIZA BAVIN  |  WEDNESDAY, 1 OCT 2025
... equal shares, and in cases where there are no surviving current spouse and no surviving children, the benefit will be directed to the member's estate. Cbus said this reform will eliminate the need to undertake lengthy and complicated "claim staking" ...

Feature: Digital advice | Sleeping giant

KARREN VERGARA  |  FRIDAY, 26 SEP 2025
... joint managing director Peter Worn says direct-to-consumer digital advisers have done a very good job of targeting self-directed investors - particularly those who are not buying properties but want to invest in shares. "Some parts of the industry will ...

La Trobe has two of three stop orders lifted

ELIZA BAVIN  |  THURSDAY, 25 SEP 2025
... have a robust DDO framework ensuring that our products are distributed to their respective target markets." "Each self-directed investor is assigned a dedicated relationship manager, who are trained specifically on the principles of the DDO regime. We ...

Retirees should put 80% of balance into annuities: Grattan

RIDDHIMA TALWANI  |  THURSDAY, 25 SEP 2025
... conflicted, many people won't trust it," Grattan Institute said in January 2025. And, lastly, the report recommended APRA be directed to conduct regular performance tests on account-based pensions, just like the existing super performance test. It also ...

La Trobe shuts online portal access

ELIZA BAVIN  |  TUESDAY, 23 SEP 2025
... place any restrictions on La Trobe's online investor portal and any questions as to why it may be down would best be directed to La Trobe," the ASIC spokesperson said. "At this time, we would recommend that investors contact La Trobe regarding their ...

Cbus vows faster death benefit payouts

KARREN VERGARA  |  TUESDAY, 16 SEP 2025
... equal shares, and in cases where there are no surviving current spouse and no surviving children, the benefit will be directed to the member's estate. Cbus said this reform will eliminate the need to undertake lengthy and complicated "claim staking" ...

AMP, Insignia, Bendigo products fail super performance test

KARREN VERGARA  |  FRIDAY, 29 AUG 2025
AMP, Insignia Financial and Bendigo SmartStart are the only superannuation fund providers whose platform trustee-directed products (TDP) failed APRA's latest performance test. Only seven out of the 563 products that APRA tested failed in its latest ...

Binance under microscope over loose controls

MATTHEW WAI  |  MONDAY, 25 AUG 2025
The Australian Transaction Reports and Analysis Centre (AUSTRAC) directed Binance Australia to appoint an external auditor after "serious concerns" were identified from its independent review. The concerns are in relation to the crypto exchange's ...