Search Results | Showing 61 - 70 of 1398 results for %22Member outcomes%22 |
| | ... experience and knowledge is a welcome contribution to Rest as we continue to focus on delivering the best possible retirement outcomes for our nearly two million members," Doyle said. "I'm extremely pleased that John is bringing his wide industry ... |
| | | ... stops. "That's why we pivoted to a lifestyle planning approach. Even for HNW clients, it is not about achieving investment outcomes, it's about achieving lifestyle outcomes." To some extent, the report suggested money motivations of HNW clients mirror ... |
| | | ... independent consultant and adviser Stephen Huppert said pushing back the start date is a little bit disappointing due to the member impact. "I suspect the main thing is to keep the employers happy," he explained in a recent episode of the Financial Standard ... |
| | | ... have significantly raised the complexity and cost of administering superannuation funds, potentially leading to poor outcomes for members in cases where there isn't sufficient scale," the notice read. Superhero Super and Smartsave are sub-plans of ... |
| | | ... their retirement. Under the Retirement Income Covenant, trustees must undertake an analysis of members to assess member outcomes that could nudge them towards settings that better suit their circumstances. "These settings could include a range of features ... |
| | | ... below the threshold the following year." Linking tax to movements in capital markets will give rise to big swings in a member's tax liability from one year to the next making liquidity management extremely difficult, he added. Burgess also lamented the ... |
| | | ... presents a fantastic opportunity to deliver leading solutions, integrated platforms and solutions that solve for the best outcomes in retirement for our clients," she said. "Jonathan is a proven change agent and innovator with a bias for action, and ... |
| | | ... administration fees. The prudential regulator's analysis based on the 2023 superannuation performance test showed that 56% of member accounts in platform TDPs managed by RSE licensees underperformed their benchmark, with almost a third of these accounts ... |
| | | ... responsible for the fund's growth, policy formulation and investment practices, which all aimed to advance member outcomes. She also holds several board positions, including in regtech and education, and was a 2015 Churchill Fellow awarded for international ... |
| | | New research commissioned by the Financial Services Council (FSC) highlights the case for a mechanism to support broader "modernisation" of superannuation and managed investment schemes. The report suggests current legislative and tax settings are inconsistent ... |
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