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Showing 391 - 400 of 3996 results for "Personal"

Hostplus adds investment options, makes fee changes

ELIZA BAVIN  |  FRIDAY, 16 AUG 2024
... pleased to advise that we're going to remove the trustee fee from 1 September 2024. For a Hostplus Superannuation & Personal Super member with $50,000 invested in the Hostplus Balanced option, this means a saving of $16 p.a." In addition to the removal ...

Super performance test needs personal rate of return: Adviser

KARREN VERGARA  |  THURSDAY, 15 AUG 2024
... assessment that measures individual account performance to see if member outcomes are indeed being achieved and provide a personal rate of return, he told Financial Standard. Undertaking his own research, Bastiaans found a member's account balance ...

APRA reprimands Cbus, BUSSQ over governance issues

ANDREW MCKEAN  |  WEDNESDAY, 14 AUG 2024
... that chooses to provide services to our members at their workplace," Taylor said. "Many super funds have lost sight of personal service. Our members regularly tell us that they appreciate the face-to-face contact with their fund and our great support ...

Acquisitions boost WT Financial Group results

KARREN VERGARA  |  TUESDAY, 13 AUG 2024
... finalised its acquisition of Millennium3 Financial Services from Insignia Financial, paying $2 million. Some 75 wealth and personal risk insurance practices joined WTL, adding about $5 billion to funds under advice (FUA). The WTL advice networks, which ...

AFCA urges super trustees to improve processes

ELIZA BAVIN  |  TUESDAY, 13 AUG 2024
... through scams and other fraud. Gray said AFCA was aware of an instance where a person known to the member used their personal information to take money, while in other cases a third party had acquired their identification details in another way. "Sometimes ...

Australia's safety nets 'stretched too thin': CALI

MATTHEW WAI  |  MONDAY, 12 AUG 2024
... important. The inaugural State of Australia's Safety Net report investigates the link between life insurance and the personal and financial wellbeing of some 5000 Australian workers. The report finds that younger workers (aged 18-34 years) are facing ...

ASIC intends to extend legislative instruments

MATTHEW WAI  |  FRIDAY, 9 AUG 2024
... instruments are: Class Order [CO 14/923] Record-keeping obligations for Australian financial services licensees when giving personal advice ; ASIC Corporations and Credit (Breach Reporting-Reportable Situations) Instrument 2021/716 ; and ASIC Credit ...

AMP Super trustee has additional licence conditions removed

ANDREW MCKEAN  |  FRIDAY, 2 AUG 2024
... outstanding matters raised by the Financial Services Royal Commission. N.M. Super, which controls the AMP Super Fund and Wealth Personal Superannuation and Pension Fund, which collectively manage approximately $114 billion in assets, was initially issued ...

AFCA complaints surge in FY24

KARREN VERGARA  |  THURSDAY, 1 AUG 2024
... for trustees to act so we don't experience the sorts of issues seen elsewhere," AFCA chief ombudsman David Locke said. Personal transaction accounts were the most complained about products at 16,365, up 19% year on year. Credit cards registered 11,841 ...

Russell Investments default option returns up to 12.3%

ANDREW MCKEAN  |  THURSDAY, 1 AUG 2024
... estimated to be 0.2% per annum. "We continue to focus on achieving the best possible return for our members to reach their personal goals and financial security in retirement," Choo said. Russell Investments manages the investments of iQ Super - for ...