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| | | ... manager no longer believes the fund will be able to meet its investment objective," EQT executive general manager, corporate trustee services Australia Russell Beasley said. The fund, launched in December 2012, aimed to achieve long-term capital growth ... |
| | | | The SMSF Association is urging the wealth management sector to embrace learning opportunities at this year's National Conference, particularly as major reforms such as the $3 million superannuation tax changes loom. The SMSFA will host its flagship ... |
| | | | ... undertaking an industry review focused on improving the delivery of superannuation fund member services, looking initially at trustee compliance with obligations related to the handling of death benefit claims. Then onto greenwashing, which she said ... |
| | | | Equity Trustees has bolstered its books further, taking over as trustee of two more retail super funds. Equity Trustees' superannuation trustee business has been appointed trustee of ClearView Retirement Plan, while also adding Guild Super to its lineup ... |
| | | | Despite positive investment market performance, Australians' retirement confidence is weakening, according to a State Street Global Advisors survey. Contrary to expectations, State Street's Global Retirement Reality report found that factors like inflation ... |
| | | | MSC Trustees has acquired Certane Corporate Trust, the fund administration and corporate trustee business formerly owned by the now-defunct Sargon Capital. Following the transaction settlement on January 12, MSC Trustees now has some $30 billion in ... |
| | | | HUB24 is confident that it is on track to reach a $100 billion funds under administration milestone in 2025. In a quarterly update released this morning, the investments platform announced it hit $91.2 billion at the end of December 2023, up 25% year ... |
| | | | ... said. The ASX-listed firm recently said that it made "good commercial sense" to merge its superannuation and corporate trustee services divisions to create a $150 billion business. All decision-making for each licensed entity will remain separate and ... |
| | | | Former NGS Super trustee director and Independent Education Union (IEU) secretary John Quessy has passed away. Quessy served as a director and alternative director for nearly 20 years at the industry fund, until he retired this year. "Our heartfelt ... |
| | | | ... court documents show. Slater & Gordon alleged there was "an obvious conflict of interest created by BTFM, acting as a trustee, investing monies from the Funds in the Life Policy, under which the margin earned by BTFM's related entity, WLIS, was inversely ... |
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