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Showing 41 - 50 of 4692 results for "Class"

Super funds in pole position for expanded advice

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... "simple personal advice" as part of the Delivering Better Financial Outcomes package of reforms, which includes creating a new class of financial advisers called "Qualified Advisers" (QAs) who will not be financially incentivised. Financial Advice Association ...

JANA wins mandate from public sector super fund

ANDREW MCKEAN  |  THURSDAY, 22 FEB 2024
JANA has been selected as the investment consultant for the Tasmanian Retirement Benefits Fund (RBF). Following an extensive procurement process supported independently by Deloitte, the asset consultant was awarded the mandate by the Superannuation ...

Younger Aussies embracing SMSFs, guidance needed

CHLOE WALKER  |  WEDNESDAY, 21 FEB 2024
According to Class general manager, growth Jo Hurley, younger generations want more control over their retirement savings than ever before, and financial advisers need to cater to this demand. Addressing the crowd at the SMSF Association Conference ...

Reforms will strengthen retirement advice: Experts

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... that APRA funds will end up doing a good job of educating members about the benefits of saving and super and create a new class of educated and engaged members who might be empowered to control their own retirement and start their own SMSF. Farrar highlighted ...

Family offices choose private credit: Survey

CHLOE WALKER  |  MONDAY, 19 FEB 2024
... fund manager's annual Family office survey, now in its seventh year, found that private credit is the preferred asset class for 45% of chief investment officers. "We learned from our conversations that many chief investment officers are now finally ...

Magellan needs more consistent progress: Morningstar

ANDREW MCKEAN  |  MONDAY, 19 FEB 2024
... FuturePay, in July 2022. The firm is actively seeking solutions for the persistent NTA discount on the Magellan Global closed class listed investment trust, with plans to transition it to an open-end structure anticipated in the second quarter of the ...

Rest faces class action over IP premiums

CHLOE WALKER  |  MONDAY, 19 FEB 2024
Shine Lawyers filed a class action on behalf of Rest members who may have had income protection premiums wrongfully deducted from their superannuation accounts. The class action alleges that from December 2008 to June 2019, Rest automatically enrolled ...

Investment Trends ranks top five platforms

ANDREW MCKEAN  |  THURSDAY, 15 FEB 2024
... in part - the strong performance of Australian platforms to the agility in identifying the growing demand for the asset class and the timely solutions deployed to address it," he said. Also noteworthy, investment platforms have notably increased their ...

MA Financial splurges on 13th marina

CHLOE WALKER  |  THURSDAY, 15 FEB 2024
MA Financial has purchased Queensland's East Coast Marina for $33 million, expanding its Marina Fund. The East Coast Marina, located in Brisbane's Manly harbour, consists of 330 berths, dry storage for 240 vessels, 595 square metres of commercial buildings ...

Magellan names Rahmani as new chief, reports NPAT lift

JAMIE WILLIAMSON  |  THURSDAY, 15 FEB 2024
... optionality depending on their individual objectives. It is also still working on converting the Magellan Global Fund (Closed Class) into the Magellan Global Fund (Open Class), it added. An interim dividend of 29.4 cents per share will be paid, franked ...