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| | | ... drawdown benefit with a deferred annuity or an annuity so that people don't run out of money," he added. Whether this is "basic use of an annuity market, which is basically giving you longevity protection," or "setting up a mortality pooling vehicle," ... |
| | | | Hostplus has no plans to switch up its investment strategies as tensions between the US and China continue to rise, chief executive David Elia told the ASFA Conference 2025. "I don't think it's about having to choose between either country. ... |
| | | | ... into the private credit sector, finding some fund managers have been downplaying the risks of their products and flouting basic disclosures of the state of their investments, which could potentially harm investors, the sector itself and the broader financial ... |
| | | | ... the process. ASIC's deep dive into the private credit sector revealed fund managers downplay risks of products and flout basic disclosure on the state of investments. ASIC's Report 820: Private credit surveillance: retail and wholesale funds said that ... |
| | | | Private credit fund managers downplay the risks of their products and flout basic disclosures of the state of their investments, ASIC's investigation reveals, fearing they have the potential to harm investors, the sector itself and the broader financial ... |
| | | | ... factual information and personalised advice. It enables scalable, cost-effective support for the millions who need more than basic help but less than comprehensive advice," it said. The paper said superannuation fund trustees face a "tension" between ... |
| | | | ... managed funds has had his company auditor registration torn up after he was found to have 'continuously failed to undertake basic audit work' that could have saved millions in SMSF investors' money. Ryan William O'Shea was employed by United Global Capital ... |
| | | | ... underperforming firms at risk of losing funds under management or facing closure. "The rise of passive investments, whose basic value proposition is index tracking at a low cost, has made active managers who fail to outperform their benchmarks increasingly ... |
| | | | ... reliability of the financial information being audited. "Unfortunately, our review found that many auditors failed to meet the basic independence requirements, and others failed to identify and critically evaluate potential threats to their independence," ... |
| | | | Not done with pulling Clime Investment Management out of the red, managing director Michael Baragwanath's bold plans to turn the ship around entail a product and culture overhaul, and even giving away his short-term incentives (STI) to staff. After ... |
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