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Showing 591 - 600 of 10082 results for "Trust"

ESSSuper, UniSuper spearhead member satisfaction

KARREN VERGARA  |  MONDAY, 23 JUN 2025
... service-led strategies are paying off. Funds that prioritise clear, consistent, and human-led service are seeing stronger trust and loyalty. The uplift in NPS reflects rising member confidence, and this is emerging as a critical competitive edge. The ...

AFCA urges adviser clarity on SMSF wholesale investor test

KARREN VERGARA  |  MONDAY, 23 JUN 2025
The Australian Financial Complaints Authority (AFCA) is urging financial advisers to gain clarity and better understanding on whether the wholesale investor test applies when advising SMSFs. Even if SMSF trustees have extensive investment experience ...

ART makes sweeping changes to corporate super plans

ELIZA BAVIN  |  MONDAY, 23 JUN 2025
Australian Retirement Trust (ART) has made an array of changes to several corporate superannuation plans it manages, including shuttering one. The Tiffany & Co. Superannuation Plan has closed as of June 20 with members transferred to a Super Savings ...

ART overhaul sees senior portfolio managers exit

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025
Australian Retirement Trust's leadership overhaul has led to the departure of two senior portfolio managers. Ondre Ozer is set to leave ART as the country's second-largest superannuation fund moves to disband its investment resilience and planning ...

Wealth groups tap operations leads

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025
... director Eric Chan. "He has contributed to key initiatives beyond his formal responsibilities, and his promotion reflects the trust and confidence we have in his ability to lead Aura into its next phase." Meanwhile, Charlie Viola's private wealth ...

Equity Trustees rapped over the knuckles by ASIC

JAMIE WILLIAMSON  |  THURSDAY, 19 JUN 2025
Equity Trustees was fined nearly $60,000 by the regulator for making misleading statements about the holdings of a sustainable bond fund. Equity Trustees agreed to pay three infringement notices totalling $56,340 over allegations it made misleading ...

En garde: New fund eyes Vanguard, Betashares' turf

ANDREW MCKEAN  |  THURSDAY, 19 JUN 2025
Vanguard, Betashares, and BlackRock have an iron grip over the ETF industry, commanding the lion's share of funds under management (FUM) - thanks largely to their flagship core, low-cost equity exposures. However, Financial Standard understands that ...

DomaCom Fund names new RE

KARREN VERGARA  |  THURSDAY, 19 JUN 2025
... AOH following shareholder approval. MSC was appointed responsible entity of the fund in October 2017, replacing Perpetual Trust Services. The DomaCom Fund has $200 million in assets and offers fractional investment in real estate across the NDIS, residential ...

New SMSF industry body launches

KARREN VERGARA  |  THURSDAY, 19 JUN 2025
The SMSF Innovation Council has launched to provide the SMSF sector with education, advocacy and a best-practice framework to help navigate the digital assets landscape. Chaired by Kate Cooper, the initiative is focused on collaborating and sharing ...

Small industry super funds beat giants on trust, service, value

ANDREW MCKEAN  |  WEDNESDAY, 18 JUN 2025
Small industry super funds lead on trust, service, and value for money, according to CoreData's annual member engagement survey. CoreData research consultant Alana Devitt told Financial Standard that members' trust in small industry funds is built through ...