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Showing 51 - 60 of 4109 results for "Trustee"

Data concerns land Fiducian with additional licence conditions

JAMIE WILLIAMSON  |  TUESDAY, 16 JUL 2024
... previously, raising concerns as to whether Fiducian was able to identify, assess, monitor, and submit accurate data. As trustee of the Fiducian Superannuation Service master trust, Fiducian Portfolio Services oversees $2.57 billion in funds under management ...

Funds SA, Mercer Super make key appointments

ELIZABETH FRY  |  FRIDAY, 12 JUL 2024
... services, including 26 years in chief executive roles. "Jim Minto brings deep expertise in life insurance, superannuation, trustee services, managed funds, investment management, financial planning, health insurance and general insurance," Bryant added. ...

ASIC, APRA provide FAR update

ELIZA BAVIN  |  FRIDAY, 12 JUL 2024
The Australian Securities and Investments Commission (ASIC) and the Australian Prudential Regulation Authority (APRA) have published new information to help insurers and superannuation trustees prepare for the commencement of the Financial Accountability ...

Insignia Financial overhauls operating model, executive team

JAMIE WILLIAMSON  |  THURSDAY, 11 JUL 2024
... the business' RSE boards as chief member officer on July 29. She also joins from AMP, where she was superannuation trustee executive up until April this year. Suan had worked at AMP since 2012, prior to which she held several roles at the Reserve ...

MetLife refreshes two products

KARREN VERGARA  |  WEDNESDAY, 10 JUL 2024
MetLife introduced several changes to two products that are available through financial advisers. The changes that took effect on June 30 impact policyholders in MetLife Protect and MetLife Protect Super. MetLife Protect insures against death, trauma ...

Spaceship returns 19.41% to super members

JAMIE WILLIAMSON  |  TUESDAY, 9 JUL 2024
... delivering exceptional value for our customers." Spaceship Super recently merged into OneSuper, with the fund and its trustee Diversa saying the decision was made because they are "passionate about delivering strong member outcomes for all Spaceship ...

Global outfit acquires Vasco Trustees

JAMIE WILLIAMSON  |  MONDAY, 8 JUL 2024
... further strengthening its funds management capabilities," TMF Group said. Vasco Trustees provides fund administration, trustee and responsible entity services, and compliance and licensing solutions. Vasco Trustees has clients in Australia, Asia and ...

First advice reform bill passes parliament

KARREN VERGARA  |  FRIDAY, 5 JUL 2024
... Act to provide greater clarity to superannuation trustees on their existing obligations about when and on what basis a trustee can charge a fee for financial product advice from a member's superannuation interest," the supplementary explanatory memorandum ...

APRA heightens expectations around trustees' spending

JAMIE WILLIAMSON  |  THURSDAY, 4 JUL 2024
APRA reissued guidance around strategic planning and member outcomes, placing a clearer focus on superannuation members' interests when it comes to fund expenditure. The regulator updated Prudential Standard SPS 515 Strategic Planning and Member Outcomes ...

Channel Capital, Arnott Capital set up strategic partnership

ANDREW MCKEAN  |  WEDNESDAY, 3 JUL 2024
... operational efficiencies. Channel Capital will provide a full suite of non-investment services to Arnott Capital, including trustee responsibilities, operations, client services, distribution, and marketing. Arnott Capital co-chief investment officer ...