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Showing 741 - 750 of 7185 results for "Retirement"

Vision Super to drop fees upon merger

ELIZA BAVIN  |  MONDAY, 13 JAN 2025
... strong performance. "Together, our long-term vision is building a sustainable fund with a focus on our members and their retirement outcomes." The $14 billion super fund flagged that for a period from the SFT date there will be some disruption to services ...

CFS delivers 16.6% returns for growth members

MATTHEW WAI  |  MONDAY, 13 JAN 2025
... Miller noted the aging population has a defensive appetite despite their lowered return offerings. "As members approach retirement, their investments are transitioned to more defensive options, providing greater protection against market downturns and ...

WA financial planning firm acquired by US insurance broker

MATTHEW WAI  |  MONDAY, 13 JAN 2025
... direction moving forward. Details of the transaction were not disclosed. WMP is a financial planning firm specialising in retirement plan risk management for individuals and corporate clients, and the acquisition will further strengthen the insurance ...

Insignia denies yet another takeover bid

ELIZA BAVIN  |  FRIDAY, 10 JAN 2025
... a 9.1% interest. Mitsubishi UFJ Financial Group and First Sentier Investors each hold an 8.3% interest. Australian Retirement Trust holds 8.2%, State Street has 7.1% and Vanguard has a 5% interest.

Bull market buoys super funds' 2024 returns

MATTHEW WAI  |  WEDNESDAY, 8 JAN 2025
... elevated but, for now, they are supported by continued economic resilience and earnings growth." Additionally, Australian Retirement Trust (ART) also leveraged international equities as a "key driver" to return 11.9% for its balanced option; its high-growth ...

Perpetual awards mandate to Equity Trustees

KARREN VERGARA  |  TUESDAY, 7 JAN 2025
... as is. The two products are part of the Perpetual WealthFocus offering. The Super Plan allows investors to save for retirement and offers death, disability, and salary continuance insurance cover to eligible members. The Pension Plan pays clients a regular ...

CC Capital Partners bids for Insignia

KARREN VERGARA  |  MONDAY, 6 JAN 2025
... Hostplus' 9.1% interest. Mitsubishi UFJ Financial Group and First Sentier Investors each have 8.3% interests. Australian Retirement Trust (8.2%), State Street (7.1%), and Vanguard (5%) also have substantial holdings. Private investment firm CC Capital ...

Court sentences Ponzi scheme promoter

KARREN VERGARA  |  MONDAY, 23 DEC 2024
... breakdowns of marriages and family relationships, emotional, physical and mental health issues, and the need to delay retirement or resume working in the face of a loss of financial security in their mature years," Justice Sweeney said. Former Courtenay ...

Superhero Super assets to swell via fund transfer

JAMIE WILLIAMSON  |  FRIDAY, 20 DEC 2024
... According to APRA figures, at June end Superhero Super - which was launched in May 2021 - was home to $584 million in retirement savings on behalf of 12,860 members. This will be bolstered when it takes on Slate Super's $584.2 million and Simple ...

New tool will streamline regulation: Chalmers

ELIZA BAVIN  |  FRIDAY, 20 DEC 2024
... implementation costs down, ultimately benefiting working Australians by ensuring every dollar in super works harder for their retirement," Delahunty said. "Progress on the grid will assist our members to collaboratively find efficiencies and address ...