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Showing 471 - 480 of 3995 results for "Personal"

Wealth firm gears up to change administrator

ANDREW MCKEAN  |  TUESDAY, 2 APR 2024
Acclaim Wealth is preparing to conduct a data migration for its AMG Super Personal Pension Division next week, involving approximately 6000 members with funds under management of $1.6 billion. The migration will move these members from an old FNZ technology ...

MetLife enhances employee benefits package

JAMIE WILLIAMSON  |  TUESDAY, 2 APR 2024
... needs. These employee benefits recognise this and are tangible ways to enable our people to achieve their professional and personal goals," MetLife head of people and culture Alex Sosnov said. "We know this helps us create a more inclusive workplace ...

Legalsuper names chief investment officer

JAMIE WILLIAMSON  |  THURSDAY, 28 MAR 2024
... professional competencies, each of our new executive team members brings with them strong academic qualifications and personal values aligned with legalsuper's innovation and growth agenda as the only super fund specialising in Australia's legal sector." ...

AFCA flags legal uncertainty on SMSF wholesale test

KARREN VERGARA  |  THURSDAY, 28 MAR 2024
... million in assets and therefore entitled to the protections of the best interest duty. The complainant also argued that personal financial advice was provided and that the advice was inappropriate. "The financial firm on the other hand, said that the ...

Best super fund products revealed

ANDREW MCKEAN  |  WEDNESDAY, 27 MAR 2024
... consolidation. Of the 164 AAA-rated products, 72 (44%) are workplace products, 50 (30%) are retirement products, and 42 (26%) are personal products. Retail funds accounted for 29% of the AAA products, meanwhile not-for-profit funds constituted the lion's ...

Tranche one of advice reforms hits parliament

KARREN VERGARA  |  WEDNESDAY, 27 MAR 2024
... requirement to provide a fee disclosure statement. This was under Recommendation 8 from the QAR. Under Recommendation 10, personal advice providers should have the flexibility to decide how they disclose the information that is otherwise required to ...

New SMSF solution for Islamic Australians launched

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
... can borrow is not determined by their income but rather by the size of the regular employer compulsory and voluntary personal contributions to the SMSF," Islam said. "Rent from the property would be taxed at a flat 15% rather than higher personal income ...

ANZ to pay $57.5m to settle class action

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
... brought against it by Phi Finney McDonald in 2021. The class action related to certain interest charged on specific ANZ personal credit cards in the period from 1 July 2010 to 1 January 2019. As part of the settlement, ANZ will pay $57.5 million, which ...

Super SA names chief executive

JAMIE WILLIAMSON  |  WEDNESDAY, 20 MAR 2024
... returned to his role as director, policy and governance. It's been about nine months since Bennett resigned, citing personal reasons. She had served in the role since December 2017, including a contract extension to see through the embedding of Fund ...

Financial services class actions surge

JAMIE WILLIAMSON  |  WEDNESDAY, 20 MAR 2024
... These types of claims are high risk for consumer-facing organisations, especially those with a significant volume of personal and sensitive data-including those in the healthcare or financial services sectors," Allens said. It also said the continued ...