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Showing 721 - 730 of 4527 results for "Trustee"

Equity Trustees, OnePath dominate choice heatmap failure

KARREN VERGARA  |  WEDNESDAY, 26 APR 2023
... that are closed to new members. The data used was to 30 June 2022. An earlier version of this article stated that Equity Trustee options charged fees of 1.27% per annum.

SMSFs weather market storms: Report

CHLOE WALKER  |  WEDNESDAY, 26 APR 2023
... also continues to highlight how SMSFs benefit from professional advisory services, especially underscoring the value of trustee education on the benefits of diversified asset allocations and the importance of individuals selecting into SMSFs appropriately ...

ATO keeping tabs on SMSF early access, tax avoidance

KARREN VERGARA  |  FRIDAY, 21 APR 2023
The tax office issued a fresh warning to the rich who use self-managed superannuation funds as a vehicle for dodging tax and those who illegally access their retirement savings early. Of the total SMSFs in existence, 25% are operated by private wealth ...

APRA consults on approach to combining product histories

JAMIE WILLIAMSON  |  THURSDAY, 20 APR 2023
... performance history used in the performance test." APRA has also released a new information paper on its approach to combining trustee-directed product performance histories, to be tested for the first time this year. "At this stage, APRA has drafted ...

DASH adds to leadership

CASSANDRA BALDINI  |  WEDNESDAY, 19 APR 2023
... specialist, recruiting ANZ's head of wealth customer resolution and the executive general manager of Equity Trustees' super trustee office. Following a recent capital raise, DASH is targeting growth and said it can now play an "important role" in making ...

Equity Trustees enlists HUB24 for custodial platform admin

ANDREW MCKEAN  |  TUESDAY, 18 APR 2023
HUB24 has entered into a Heads of Agreement with Equity Trustees to provide custodial platform administration and technology solutions. The agreement between Equity Trustees and HUB24 covers large transitions totalling around $4 billion funds under ...

SMSF Association names head of membership

CHLOE WALKER  |  TUESDAY, 18 APR 2023
Neil Sparks will become the new head of membership and corporate development for the SMSF Association, effective May 1. Sparks currently serves as head of policy and technical services at BT, a tenure he has held for over 15 years. As a fellow of the ...

Illegal early release of super sees director banned

CHLOE WALKER  |  TUESDAY, 18 APR 2023
... period as a result. Edden-Brown was the sole director and shareholder of Edden Brown Holdings Pty Ltd (EBH), the corporate trustee for the Enigma Corporation Trust (Enigma Corporation) and the Equitibanx Australian Trust (Equitibanx). From 2019 to 2021 ...

Government divulges vision for superannuation

ANDREW MCKEAN  |  FRIDAY, 14 APR 2023
Assistant treasurer and minister for financial services Stephen Jones has detailed a three-pronged approach to superannuation reform that will forge national consensus, shift the focus from savings to retirement income, and elevate service standards ...

ASIC warns super funds on member communication failure

KARREN VERGARA  |  WEDNESDAY, 12 APR 2023
... must also be more consistent on communicating performance results on their websites. "As the performance test expands to trustee-directed products, I strongly encourage trustees to assess their approach to member communications, reflecting on the suggested ...