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| | | ... navigate retirement planning. But retirement guidance from a super fund runs the risk of being 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 ... |
| | | | ... bullying - said she was "acutely aware" of issues that need to be addressed. "ASX must accelerate our progress to rebuild trust with our regulators, particularly following the disappointing incidents of the past year," Lofthouse said. "As we are in the ... |
| | | | Macquarie is heading to court with ASIC over its role in the Shield Master Fund collapse but has committed to reimbursing investors' retirement savings by September 30. ASIC commenced proceedings in the Federal Court against Macquarie Investment ... |
| | | | ... contribute or maintaining separate savings. Finally, SMC called for ways to keep members informed and involved, so they can trust and understand their retirement options; and make sure smaller super funds can use best practice approaches without making ... |
| | | | The Financial Advice Association Australia (FAAA) has named the finalists in its annual awards program, including Adviser of the Year. The awards acknowledge members who are committed to delivering the highest standards of trusted and professional advice ... |
| | | | S64 and Vista Equity Partners will launch an Australian unit trust (AUT) that provides exposure to global software and technology firms early next year. As first flagged in May, the partnership launched VistaOne in the Asia Pacific region. The new product ... |
| | | | ... costs, in the first quarter of 2025, IAM externalised its administration and custody for client assets to Perpetual Corporate Trust (PCT), migrating the bulk of its clients' assets across. IAM owns Trustees Australia Limited (TAL), a trustee business ... |
| | | | ... accepted, those already invested will carry on as usual. "We take our role as responsible stewards of your capital, and the trust you have placed in La Trobe Financial, very seriously. We always take great care to comply with our legal responsibilities. ... |
| | | | David Anderson is stepping down as chief executive of Australian Retirement Trust (ART), with Kathy Vincent to replace him. The $330 billion super fund said Anderson notified the ART board of his intention to resign, just 18 months after joining. Vincent ... |
| | | | ... the business development as head of responsible entity services. Before that, Smoker held senior positions at ASIC and The Trust Company before it was integrated into Perpetual. Evolution Trustees said Smoker will be remembered for his kindness, generosity ... |
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