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| | | ... portfolios EMEA and APAC Kathleen Gallagher revealed the main concerns financial advisers have with employing managed accounts in their business, at the 2024 Financial Standard Managed Accounts Forum. After surveying financial advisers, in partnership ... |
| | | | ... employers will be able to show employees their 'stapled' fund as part of the choice of fund to help reduce duplicate accounts. Advertising of super products at this stage will be limited to MySuper offerings that have passed the most recent performance ... |
| | | | ... established in FY24 has skyrocketed, representing 5.2% of the total SMSF number of 625,609. The number of wind-ups of SMSF accounts have also dropped significantly, only seeing 1197 accounts shutting down in FY24 (missing Q4 data), comparing to 12,436 ... |
| | | | ... 12 months or more, or inactive due to no contributions for five years or more. There is currently 333,000 lost super accounts, 192,000 of which belong to uncontactable members. In total they hold $11.8 billion in retirement savings. Of these, 55% of ... |
| | | | ... Fundamentals will drop from a maximum of 0.30% to 0.10%. The annual fee cap applied to Plum Retirement Income member accounts will be decreased from $2500 to $800, while the fee cap for MLC MasterKey Pension Fundamentals members will also drop to $800 ... |
| | | | ... director for both companies which have since been deregistered. McCabe's victims believed they had foreign exchange trading accounts with access to "capital" funds to trade on a trading platform provided by a third party. Instead, only "test" accounts ... |
| | | | ... looked brighter," Delahunty added. The COVID-19 early release program is also a factor, with up to one million super accounts being left with less than $1000 in younger, lower-income workers' and single parents' accounts. |
| | | | ... superannuation entitlement in a lump sum as it is 'the same level of financial support' as a payment into their super accounts is disingenuous," she said. "Due to compound interest, the impact on a woman's finances is $7500 at retirement ... |
| | | | ... Keystone be liquidated. Tracy and Palaghia were initially appointed by the court to take control of Shield's bank accounts and provide a report on Shield's financial position in July 2024. In the expanded capacity of receivers, Tracy and Palaghia ... |
| | | | ... took home the gong for alternatives. In partner services, the category Financial Standard was nominated in, BT Managed Accounts scored Managed Account Offering of the Year, and Lifespan Financial Planning was awarded Dealer Group of the Year. "We are ... |
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