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Showing 781 - 790 of 4484 results for "Trustee"

Super is enabling private market democratisation: PGIM

ANDREW MCKEAN  |  FRIDAY, 18 NOV 2022
Superannuation funds are playing a huge role in democratising private markets, making them more accessible to retail investors, PGIM vice president, head of thematic research Shehriyar Antia told Financial Standard. "Until recently, private markets ...

Evidence of poor LRBA advice: Report

ANDREW MCKEAN  |  THURSDAY, 17 NOV 2022
A second Council of Financial Regulators (CFR) report, Leverage and Risk in the Superannuation System, says there continues to be evidence of individuals receiving advice regarding the use of limited recourse borrowing arrangements (LRBAs) that could ...

YFYS manipulation leaves members worse off: ISA

ANDREW MCKEAN  |  WEDNESDAY, 16 NOV 2022
Industry Super Australia (ISA) says the Your Future, Your Super performance test results show many poor performing super funds, particularly retail, have gamed the system, leaving members worse off. "Dud super funds manipulate fees and reclassify investment ...

Spirit Super farewells chair, names successor

CHLOE WALKER  |  TUESDAY, 15 NOV 2022
... Dexus Wholesale Property Fund. Previously, Wilton worked as managing director of Franklin Templeton Australia, as well as trustee of the Australia Post Superannuation Scheme, chair of the Australian Centre for Financial Studies and vice chair of the ...

APRA proposes safeguards against risk events in super

ANDREW MCKEAN  |  TUESDAY, 15 NOV 2022
... to implement a voluntary exit, APRA said. As such, an effective transfer of members, and recovery and resolution of the trustee company, is paramount to the role of the baseline component. "To ensure that RSE licensees have sufficient financial resources ...

Chalmers gives Equity Trustees green light on AET

CHLOE WALKER  |  TUESDAY, 15 NOV 2022
... transformative acquisition for Equity Trustees and is aligned with its focus on being the leading specialist provider of trustee services in Australia," it said.

APRA proposes changes to successor fund transfers

ANDREW MCKEAN  |  FRIDAY, 11 NOV 2022
APRA has released a discussion paper that outlines proposals to ensure trustees prepare for, manage, and execute successor fund transfers more smoothly, and efficiently. APRA's proposals have been prompted by heightened transfer activity in the industry ...

APRA slaps extra conditions on Insignia trustees

JAMIE WILLIAMSON  |  FRIDAY, 4 NOV 2022
The prudential regulator has placed additional conditions on Insignia Financial's RSE licence over governance and risk management issues, including delaying the transfer member benefits to other funds. The additional conditions apply to IOOF Investment ...

Apex Group brings Global Compliance Solutions to Australia

CASSANDRA BALDINI  |  TUESDAY, 1 NOV 2022
... explained. "We view compliance as a business enabler, and our solutions will enable Australia's investment managers, corporate trustee boards, and trustee offices of super funds to navigate the opportunities that regulatory compliance can create for ...

Austbrokers Life, Australian Unity partner

CASSANDRA BALDINI  |  THURSDAY, 20 OCT 2022
... enhancing the quality of advice to end users. Clients will also receive access to more solutions including financial advice, trustee services, banking, and health insurance. Austbrokers Life will deliver financial advice under Australian Unity's ...