Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 41 - 50 of 4611 results for %22Retirement Fund%22

Super funds in pole position for expanded advice

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... where artificial intelligence (AI) can play a role are some examples. "Increased competition, the need to focus on retirement, and the likelihood that funds are going to [provide] more advice are causing funds to say, 'well, what are the capabilities ...

ESSSuper welcomes strategy lead

ELIZABETH FRY  |  FRIDAY, 23 FEB 2024
... people who serve and have served the Victorian community. To best support our members and to maximise their income in retirement, ESSSuper relies on insights from its data," he said. "Ros's deep experience in running data analytics functions at a ...

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 ...

Super tax is a 'wealth tax': Taylor

KARREN VERGARA  |  THURSDAY, 22 FEB 2024
... it will affect fewer than 80,000 Australians. "The new tax is a shocker - a doubling of taxation on Australians' retirement savings a regime that proposes a different approach for a farmer or a small business owner than a public servant, a judge ...

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
... will have positive ramifications for the SMSF and APRA-regulated sectors as it will ultimately uplift outcomes in the retirement phase for all Australians, industry experts say. The first day of the annual SMSF Association National Conference at the ...

Aussies do not underspend in retirement, say super funds

JAMIE WILLIAMSON  |  WEDNESDAY, 21 FEB 2024
Australians are not underspending in retirement and are typically exhausting all their savings, research shows, sparking a call for advice reforms to be expedited, allowing contributions to be made in retirement, and no mandated use of annuities by ...

Link, The Trust Bank progress acquisition

KARREN VERGARA  |  TUESDAY, 20 FEB 2024
... business and fund solutions (FS) UK and Ireland business finalised." "We continue to execute our plans. Our focus on retirement and superannuation solutions (RSS) and corporate markets (CM), and their ability to leverage their core capabilities, has ...

Magellan needs more consistent progress: Morningstar

ANDREW MCKEAN  |  MONDAY, 19 FEB 2024
... series. However, not every endeavour was met with success, as illustrated by the discontinuation of the briefly offered retirement solution, Magellan FuturePay, in July 2022. The firm is actively seeking solutions for the persistent NTA discount on the ...

Rest faces class action over IP premiums

CHLOE WALKER  |  MONDAY, 19 FEB 2024
... Australians trust their superannuation funds to look after their hard-earned dollars which they have invested for their retirement," Woodsford Australia director and head of origination Clare Owen said. "Having sufficient superannuation to fund retirement ...