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Showing 611 - 620 of 10088 results for "Trust"

ASIC reads the riot act to the super industry: Longo

ANDREW MCKEAN  |  FRIDAY, 13 JUN 2025
ASIC chair Joe Longo has hailed the superannuation industry's $4.1 trillion war chest, which is larger than the ASX's total market capitalisation, as an impressive achievement. But for all its size and influence, Longo reinforced at the AmCham Regulator ...

Aware Super tops up direct equities team

ELIZABETH FRY  |  THURSDAY, 12 JUN 2025
Aware Super's direct equities portfolio has received a boost with three new appointments - one promotion and two new hires. Keen to add another senior investment analyst to the team, Sachin Nair has been elevated to that position. Covering tech ...

ART farewells two more executives

ELIZABETH FRY  |  THURSDAY, 12 JUN 2025
Australian Retirement Trust's efforts to streamline its operations and restructure its leadership have led to the departure of two more senior executives. Julie Bingham, the chief enterprise services officer, is leaving the $310 billion superannuation ...

Super funds' private market assets grow to $400bn

KARREN VERGARA  |  WEDNESDAY, 11 JUN 2025
... allocation. Private equity saw assets increase by 16% since June 2022, but only 5% since June 2023. Australian Retirement Trust (ART), AustralianSuper, Hostplus and Aware Super are the funds with the biggest private equity appetite. Private debt is the ...

Labor proposes changes to ancillary funds

KARREN VERGARA  |  WEDNESDAY, 11 JUN 2025
... necessary, in response to the new rate," the paper read. A giving fund is also known as an ancillary fund under tax law and is a trust set up and maintained solely for the purpose of providing money, property or benefits to deductible gift recipients ...

Financial Standard names Investment Manager of the Year

ANDREW MCKEAN  |  TUESDAY, 10 JUN 2025
... Index ETF. U Ethical Investors was awarded Australian equities ESG product of the year for the U Ethical Australian Equities Trust - Wholesale, which also won in 2023 and 2024. "Our role is to help investors identify which products should be part of ...

Perpetual mulls tie up with Partners Group

KARREN VERGARA  |  TUESDAY, 10 JUN 2025
... stakeholders," Scott said. In February, Perpetual called off KKR's courtship of its wealth management and corporate trust operations and spinning out its asset management business. Perpetual chief executive and managing director Bernard Reilly said ...

King's honours list recognises excellence in super, finance

KARREN VERGARA  |  TUESDAY, 10 JUN 2025
... Bank's chief executive and managing director between 2018 and 2024. She is currently a director at the Australian Retirement Trust and member of the Reserve Bank of Australia's (RBA) Monetary Policy Board. As an expert in governance in the private ...

Super funds to take stock of information security controls

JAMIE WILLIAMSON  |  TUESDAY, 10 JUN 2025
... which were confirmed to have been targeted in the credential stuffing incident - AustralianSuper, Australian Retirement Trust, Hostplus, Insignia Financial and Rest - have been given a separate task. Instead of completing the self-assessment, these funds ...

ASIC grants no-action on deficient advice fees consent

JAMIE WILLIAMSON  |  FRIDAY, 6 JUN 2025
ASIC has granted a limited no-action position in response to an issue related to the inclusion of account numbers in a client's written consent for the deduction of ongoing advice fees. ASIC is reminding financial advisers and superannuation trustees ...