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Showing 21 - 30 of 103 results for "Plan C"

Aware Super rejigs MySuper option

KANIKA SOOD  |  FRIDAY, 26 FEB 2021
The $140 billion superannuation fund is changing its MySuper lifecycle option from two stages to 11. About 85% of Aware Super's accumulation members are in the MySuper lifecycle option. It was one of the first superannuation funds to move its default ...

MTAA, Tasplan reveal new brand

KANIKA SOOD  |  MONDAY, 18 JAN 2021
MTAA Super and Tasplan will take on a new name on April 1, as their $23 billion merger completes. The combined fund will be called Spirit Super and have 326,000 members and lower administration fees. MTAA Super chief executive Leanne Turner, who will ...

AstuteWheel integrates with Xplan

ANNABELLE DICKSON  |  MONDAY, 28 SEP 2020
Client engagement software provider AstuteWheel has integrated with financial advice software Xplan following overwhelming demand from advisers who were using both services. AstuteWheel managing director Hans Egger said 80% of advisers who use AstuteWheel ...

Perpetual opens retail raise

ANNABELLE DICKSON  |  TUESDAY, 4 AUG 2020
Perpetual has opened its share purchase plan to retail shareholders in an attempt to raise $40 million to fund the acquisition of US manager Barrow, Hanley, Mewhinney & Strauss (Barrow Hanley). Eligible shareholders are able to purchase up to $30,000 ...

Administrators appointed to iProsperity

ELIZABETH MCARTHUR  |  FRIDAY, 17 JUL 2020
Real estate investment manager iProsperity has taken a hit from COVID-19, resulting in administrators being appointed to the group. Cor Cordis has been appointed voluntary administrator to the companies in the iProsperity Group but their appointment ...

US pension funds approach point of no return

JAMIE WILLIAMSON  |  THURSDAY, 21 MAY 2020
A new report ranking US public pension funds by their ability to pay future benefits suggests several will likely go insolvent as a result of COVID-19. The issues facing public pension funds in the US are widely known, and while it's not clear how ...

Industry fund appoints union leader

HARRISON WORLEY  |  MONDAY, 6 APR 2020
An industry superannuation fund has added the secretary of a public sector union to its board of directors. Community and Public Sector Union secretary Tom Lynch has been appointed to the board of $10 billion Tasmanian industry super fund Tasplan. The ...

AMP to cull super trustee, five funds

HARRISON WORLEY  |  THURSDAY, 9 JAN 2020
Francesco De Ferrari's long touted shake-up of AMP's wealth management business is starting to take shape, with the firm just months away from culling a superannuation trustee and five super funds. Responding to a question on notice from its November ...

Tasplan chief to exit, merger confirmed

KANIKA SOOD  |  FRIDAY, 29 NOV 2019
The chief executive of $10 billion Tasplan Super is set to exit the fund, as Tasplan and MTAA Super commit to merge on October 2020. Current Tasplan chief executive Wayne Davy will stay on until the merger date. However, starting next October, MTAA ...

Financial advice firm grows

JAMIE WILLIAMSON  |  THURSDAY, 25 JUL 2019
An AZ NGA advice business has expanded, acquiring a financial planning practice in Sydney's greater west. Eureka Whittaker Macnaught has acquired Warren McHattan Financial Services in Parramatta, putting into motion a broader strategic plan called ...