Search Results | Showing 31 - 40 of 700 results for %22State Trustees%22 |
| | | ... more for it," Guiamatsia said. "The challenge for advisers is to demonstrate value to the much larger pool of unadvised trustees who acknowledge gaps but remain reluctant to seek advice." |
| | | | ... protections," he said. The Financial Services Council (FSC) thinks Jones is making the right move to prioritise fixing the broken state of financial advice under Stream One, which aims to lower the cost of providing advice and improve consumers' ... |
| | | | ... provide retirement advice and information to their members, as accepted in principle as part of Recommendation 6. Levy said trustees should be able to provide personal advice to their members about their interests in the fund, including when they are ... |
| | | | ... provided to super funds probably comes from three main sources, the employer, the member, and then administrators and trustees upon a successor fund transfer." He said, assuming tax file numbers (TFN) are correctly disclosed and inputted, you'd assume ... |
| | | | ... 80% of its value encompasses liquid assets. "In the absence of explicit guidance, the best we can hope for is that fund trustees are focused on their Liquidity Management Plans and how they stand up to different market conditions," she said. "Notably ... |
| | | | ... sector's long-standing dominance in pension accounts. According to a KPMG report, although Insignia, Colonial First State (CFS), and AMP lead the pension market by total accounts, industry funds Australian Retirement Trust, AustralianSuper, and UniSuper ... |
| | | | ... were also sent to the trustees of AMP, Australian Retirement Trust, Aware Super, Brighter Super, BT, Cbus, Colonial First State, Commonwealth Superannuation Corporation, Equipsuper, ESSSuper, GESB, HESTA, MLC Super, OnePath, State Super, Super SA, and ... |
| | | | ... underperformed. They are operated by trustees AUSCOAL Superannuation (Mine Super), Avanteos Investments (Colonial First State FirstChoice Super), AvSuper, Nulis Nominees (MLC Super), BT Funds Management (Retirement Wrap), EISS Super, Perpetual (WealthFocus ... |
| | | | ... previously at ANZ and most recently held the role head of wealth customer resolution. Before that, she spent over three years at State Super Financial Services (StatePlus) as its head of client administration and registry services. DASH said Russo's ... |
| | | | ... December 2022, up from 4.9% in the previous corresponding period. Although, its market share is lower than IOOF, Colonial First State, AMP, Macquarie, and netwealth, HUB24's annual net flows have the fastest growth rate as a percentage of FUA. HUB24 ... |
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