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Showing 61 - 70 of 4563 results for "Trustee"

Netwealth tightens trustee oversight with new hire

MATTHEW WAI  |  WEDNESDAY, 29 JUL 2026
Netwealth has created a new role to strengthen its trustee oversight, governance, and member-focused leadership capability. Mel Jose has joined Netwealth as general manager, office of the trustee, leading the existing office of the trustee team and ...

AustralianSuper appoints co-heads of Australian equities

RIDDHIMA TALWANI  |  TUESDAY, 28 JUL 2026
AustralianSuper has appointed Andrew Smith and Luke Smith as co-heads of Australian equities, effective immediately. Both have been jointly leading the Australian equities team on an interim basis following Shaun Manuell's appointment as chief investment ...

LRBA ban raises questions as new details emerge

MATTHEW WAI  |  MONDAY, 27 JUL 2026
New data indicates the impact of the limited resources borrowing arrangements (LRBAs) ban for self-managed super funds (SMSFs) may have been underestimated, which will affect a market significantly larger than what officials suggested, with major implications ...

Special Feature: Beyond safekeeping

BRENDAN SWIFT  |  MONDAY, 27 JUL 2026
... undertake core processing accurately, including processing data, obtaining fund manager valuations, and executing any trustee-directed valuation decisions. "Through Liberation Day, we really saw the value of all the hard work and effort that HESTA has ...

FEATURE | Platforms | The investment supermarket

RIDDHIMA TALWANI  |  TUESDAY, 21 JUL 2026
... along with it to safeguard the retirement savings of Australians. That safeguard comes in the form of the superannuation trustee - a separate legal role from the platform itself, responsible for acting in members' best financial interests and exercising ...

Perpetual rejects another EQT AB bid

KARREN VERGARA  |  MONDAY, 20 JUL 2026
... Australian investment under the fund. Perpetual operates a multi-boutique asset management business, and wealth management and trustee services businesses. Bain Capital is on track to acquire Perpetual's wealth management business for $550 million ...

Prime Value licence suspended over reporting failures

VINNY VUCAGO  |  MONDAY, 20 JUL 2026
... Fund, Prime Value Equity Income Fund and Prime Value Growth Fund. The Melbourne-based investment manager also acts as trustee for 53 unregistered managed investment schemes and operates a wholesale managed discretionary account service.

AusFood Super looks to revitalise member engagement

MATTHEW WAI  |  WEDNESDAY, 15 JUL 2026
The $3.5 billion super fund has partnered with InvestStream to launch RetireSmart+, becoming the first super fund to bring an AI-powered engagement experience to some 66,000 members. Australian Food Super will be the first fund to implement InvestStream's ...

Super funds fail customer service test: SCA

KARREN VERGARA  |  TUESDAY, 14 JUL 2026
Superannuation funds are apathetic, dismissive and continue to fail members at the most basic service level, a new investigation from Super Consumers Australia (SCA) reveals, which slapped the industry with an overall failing grade on customer satisfaction. ...

Aware hikes fees for former TelstraSuper members

ELIZA BAVIN  |  TUESDAY, 14 JUL 2026
... encouraged insurers to maintain proactive and constructive engagement with trustees and be open to facilitating joint insurer trustee efforts to drive better outcomes for members. "Structural shifts in claims patterns are often managed through premium ...