Search Results | Showing 61 - 70 of 4017 results for "Trustee" |
| | | MLC Life has hired the man who led Commonwealth Bank's recent $1 billion remediation program to the role of general manager, remediation programs. Ian Fletcher, currently general manager of program strategy, customer remediation at Commonwealth Bank ... |
| | | | Victorian Funds Management Corporation has named Lisa Gay as its new chair. The appointment follows the retirement of long-serving chair James McKenzie in August. At that time, Gay was selected to serve as chair on an interim basis. Now, she has been ... |
| | | | ... planning, insurance and asset protection advice, business succession planning, private banking and commercial finance, trustee services, tax planning, cash flow planning, and debt management. "HNW clients aren't looking for an adviser to 'hand them off' ... |
| | | | Diversa Trustees sub-plans Smartsave and Superhero Super have merged as the latter announces significant changes to its fees, structure, and investment menu. On October 26, Smartsave moved into Superhero Super. This was after a "thorough evaluation ... |
| | | | Treasury is seeking feedback on how the inherently complex retirement phase of superannuation can be improved to match the success of the accumulation phase. The consultation discusses three key areas: Helping members navigate the retirement income ... |
| | | | New modelling by the Super Members Council (SMC) reveals payday super could add up to $36,000 to the retirement balance of workers in the lowest 20% of wage earners. A recent SMC analysis of an Australian Taxation Office sample file has found that on ... |
| | | | The government has been encouraged to create a regulatory framework that empowers superannuation trustees to offer members targeted help, guidance, and advice (HGA) on issues outlined in the Retirement Income Review (RIC). The Actuaries Institute dialogue ... |
| | | | ... found to have breached independence requirements by auditing a fund where her spouse was a member and director of the trustee for six years. She had served as an approved SMSF auditor since March 2013 and worked as an accountant for more than 30 years. ... |
| | | | ASIC slapped Morningstar with a fine for allegedly exposing investors to controversial weapons companies after proclaiming that its environmental, social, and governance (ESG) policy strictly excludes such investments. Morningstar's International Shares ... |
| | | | ... treatment for the assets test, while limiting the death and withdrawal benefit. "After consultation with the advice and trustee community we know a key issue for some clients when planning for retirement is assessing eligibility for the pension," Allianz ... |
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