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Showing 431 - 440 of 3319 results for "Trustees"

NowInfinity bolsters estate planning capabilities

CASSANDRA BALDINI  |  TUESDAY, 12 SEP 2023
... clients and industry experts and offer many benefits, "including providing greater flexibility and clarity for advisers and trustees, and importantly provide clarity with regards to death benefit payments for estate planning purposes." Williams added ...

NGS Super to debut retirement income product

KARREN VERGARA  |  MONDAY, 11 SEP 2023
... laggard super funds for not taking their Retirement Income Covenant obligations seriously. The joint examination of 15 trustees by the regulators found that many super funds are dragging their feet in implementing the covenant, but there is also a lack ...

AustralianSuper sued over multiple accounts

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2023
... AustralianSuper self-reported the bungle to ASIC in December 2022 and was subsequently included in ASIC's review of how trustees are monitoring and merging multiple accounts. That review urged trustees to do better on this front, saying poor practices ...

Insignia Financial promotes two key staffers

ELIZABETH FRY  |  MONDAY, 4 SEP 2023
... advice and repricing. Bottom line earnings were $51 million, up 39%, on gains made from the sale of Australian Executor Trustees to Equity Trustees.

Most trustees pass Canva valuation test: APRA

KARREN VERGARA  |  MONDAY, 4 SEP 2023
... Ventures. APRA did not mention which super funds are invested in Canva but said that it observed "better practices" by trustees and their appointed fund managers that reflect "valuation adjustments according to the specific circumstances and policies ...

Government consults on superannuation objective laws

ANDREW MCKEAN  |  FRIDAY, 1 SEP 2023
The federal government is consulting on proposed superannuation legislation that will enshrine an objective to "preserve savings to deliver income for a dignified retirement, alongside government support, in an equitable and sustainable way." The Superannuation ...

AMG Super terminates MySuper offer

JAMIE WILLIAMSON  |  THURSDAY, 31 AUG 2023
... rebranding last year in line with a new strategy focused on providing platform solutions. Acclaim, in conjunction with Equity Trustees as the trustee for AMG Super, said the closure "will provide the best outcome to members." In a statement following ...

Ninety-seven super products fail performance test

JAMIE WILLIAMSON  |  THURSDAY, 31 AUG 2023
... year's superannuation performance test, 96 are trustee-directed products - 75% of which are issued by the same four trustees. Released this morning, the 2023 performance test marks the first time trustee-directed products have been included in the ...

The evolution of governance structures

CASSANDRA BALDINI  |  WEDNESDAY, 30 AUG 2023
... must also transform, the super industry has heard. In a panel discussion at the Australian Institute of Superannuation Trustees ASI Conference, Australian Retirement Trust head of investment strategy Andrew Fisher, Cbus investment committee member Rosemary ...

Climate change to create 'portfolio manager 2.0':Robeco

CASSANDRA BALDINI  |  WEDNESDAY, 30 AUG 2023
As the environmental landscape changes and the convergence of climate change and natural loss spark reactions from policymakers, portfolio managers and investors must transform their skill sets. Speaking at the Australian Institute of Superannuation ...