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Showing 51 - 60 of 4469 results for "Trustee"

Treasury proposes advice education standard reforms

KARREN VERGARA  |  TUESDAY, 17 MAR 2026
Treasury is proposing to overhaul the curriculum and learning outcomes for new entrants in financial advice, admitting that current requirements are "excessive compared to other professions". The new consultation proposes the pathway to becoming a financial ...

Bain Capital to acquire Perpetual's wealth management unit

KARREN VERGARA  |  MONDAY, 16 MAR 2026
... a stronger balance sheet and more simplified business, focused on two core businesses, asset management and corporate trustee services, while also enhancing its ability to invest for future growth and deliver improved shareholder returns over the longer ...

First Super names acting chief executive

ELIZA BAVIN  |  MONDAY, 16 MAR 2026
... bringing with him more than 20 years of superannuation experience, including as chief executive of the Superannuation Trustee Office for Guild Group, an executive of ESSSuper and the head of financial planning at Bendigo and Adelaide Bank. Everett will ...

AMP investment chief reshapes her team

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
AMP investment chief Anna Shelley has handed out a string of promotions on the back of a solid year for its superannuation business. Stuart Eliot, Duy To, Steve Flegg and Jeronimo Harrison have all been promoted as part of the investment team refresh. ...

Constant slams super funds over complaints handling

ELIZA BAVIN  |  THURSDAY, 12 MAR 2026
... us they haven't identified one single systemic issue through regular review of complaint data? Really? And at least one trustee failed to analyse their complaints data at all," Constant said. "Okay so why does this matter? Well, aside from it being an ...

SMSFs continue to demonstrate competitive edge: Data

JAMIE WILLIAMSON  |  THURSDAY, 12 MAR 2026
Self-managed super funds (SMSFs) outperform APRA-regulated funds by about 1.1% on average, according to new analysis. Insights from Adelaide University show that in the five years to 30 June 2024, SMSFs' returns averaged 1.1% higher than APRA-regulated ...

Interprac sues AFCA over Shield determination

JAMIE WILLIAMSON  |  TUESDAY, 10 MAR 2026
... acknowledgement that it had breached the law. It also said the client should lodge a further claim for compensation with the trustee of Macquarie Super Fund. AFCA determined Interprac was still at fault given the advice to invest more than 99% of his ...

First Super names interim investment lead

ELIZABETH FRY  |  THURSDAY, 5 MAR 2026
... arrived in November 2025, replacing Michelle Boucher. Everett has been a chief executive before. He previously led Guild Trustee Services and, following Future Group's acquisition of Guild Group in January 2024, became executive general manager of ...

Treasury proposes options to block victim-survivors' super going to perpetrators

JAMIE WILLIAMSON  |  THURSDAY, 5 MAR 2026
... domestic and family violence from receiving the super death benefits of their victims. Under current law, a superannuation trustee may be required to pay a death benefit to a person who perpetrated family and domestic violence against the deceased. As ...

Clime names new chair

KARREN VERGARA  |  WEDNESDAY, 4 MAR 2026
... Defence Bank. Lahiff previously was chief executive and managing director of Mortgage Choice. At Heritage Bank and Permanent Trustee, he also served in the role of managing director respectively. Lahiff replaces John Abernethy, who in early February ...