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Showing 21 - 30 of 140 results for "One Fund"

BT to wind up Retirement Wrap

JAMIE WILLIAMSON | FRIDAY, 24 MAR 2023

... corporate and personal superannuation business merging with Mercer, BT is simplifying the way we operate by moving to one fund for our platforms' super members." "Retirement Wrap members will continue to experience equal rights and benefits after ...

Professionalise sustainability within funds: Panel

CASSANDRA BALDINI | TUESDAY, 21 MAR 2023

... funds might have the intent, but whether they have the tools is another matter. "If you think about the complexity of any one fund, assets under management, and the supply chains that go through each asset, where does the assessment stop?" she asked. ...

ASIC hands out more interim stop orders

CHLOE WALKER | MONDAY, 5 DEC 2022

... risk, whilst the risks associated with the portfolio of investments for two funds and the aggressive return objective of one fund are higher, investors with an undefined 'higher-than-average' net worth. Furthermore, ASIC said that the TMDs did ...

Retirement Income Covenant a win for advisers - but for how long?

JAMIE WILLIAMSON | THURSDAY, 30 JUN 2022

... go into retirement as a household, so if you're only looking at the superannuation interest of a single member in one fund then, excluding Age Pension, you're not really looking at the entire picture... that's what I'd do differently," ...

You can't have it all: Retirement income strategies

JAMIE WILLIAMSON | THURSDAY, 16 JUN 2022

... members go into retirement as a household, so if you're only looking at the superannuation interest of a single member in one fund then, excluding Age Pension, you're not really looking at the entire picture," he said. "From an advice point of view ...

Thirty-eight super funds face sustainability issues: APRA

JAMIE WILLIAMSON | WEDNESDAY, 30 MAR 2022

... further leverage the benefits of scale," APRA said. That said, most medium funds have lost member accounts, with only one fund with a total accounts growth rate above 0% over the three years to June 2021. Interestingly, seven small RSEs saw their account ...

Industry funds buoyed by unlisted assets

KARREN VERGARA | FRIDAY, 11 MAR 2022

... industry funds are keeping costs down thanks to in-housing investment management functions, pointing to the example of one fund that reduced such costs by 40% - from 86 bps to 51 bps. "This has saved members $410 million since 2017. Depending on scale ...

PE Capital in liquidation

KARREN VERGARA | THURSDAY, 10 FEB 2022

... investments would be structured, telling investors they had preferential securities when they did not, and in the case of one fund misrepresented the investment strategy that would be used. Justice Cheeseman ordered the following MISs, which were registered ...

Inflation to retreat in 2022: Fund manager

KARREN VERGARA | FRIDAY, 21 JAN 2022

Investors should not fear high levels of inflation as it will diminish by the end of 2022, one fund manager predicts. T. Rowe Price portfolio specialist Laurence Taylor forecasts that inflation will peak but will also fade in the same year. The combination ...

No proof of member benefit: APRA on super fund spends

JAMIE WILLIAMSON | TUESDAY, 26 OCT 2021

... measuring efficacy of campaigns saw funds rely on measures like changing member numbers and member engagement levels. One fund that sponsored a sporting team included crowd attendance at games, club membership and the estimate TV audience of games as ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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