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Showing 831 - 840 of 2256 results for "Roll"

Industry fund finds new advice tech partner

JAMIE WILLIAMSON  |  THURSDAY, 6 DEC 2018
A $4.9 billion industry superannuation fund partnered with a financial planning technology firm as part of a rebrand of its advice offering to members. BUSSQ is working with Midwinter Financial Services, rolling out its AdviceOS platform to enhance ...

Corporate and industry super funds unite

JAMIE WILLIAMSON  |  FRIDAY, 30 NOV 2018
A longstanding corporate retirement fund is merging with an $8.6 billion industry superannuation fund. Members of the Fairbrother Employee Retirement Fund have had their super savings rolled over to Tasplan under a new agreement reached between the ...

Increase adviser standards sector-wide: FSU

JAMIE WILLIAMSON  |  FRIDAY, 23 NOV 2018
The new professional standards imposed on financial advisers should be rolled out across the entire financial services sector. That is the view of the Finance Sector Union which said a process of professionalisation should extend to other occupations ...

Swiss manager invests in Queensland solar

KANIKA SOOD  |  THURSDAY, 15 NOV 2018
... for potential investments in areas including large scale solar farms, wind re-powering projects, smart-grid and smart metre roll outs and e-mobility charging infrastructure. The SUSI Asia energy transition strategy will target a 15% return, with a capacity ...

Pension lessons from around the world

JAMIE WILLIAMSON  |  THURSDAY, 15 NOV 2018
... contributions must be made of which the employer must pay 3%. The minimum contribution is to be set at 8% which, following a gradual roll-out period allowing for smaller contributions, will be in place from April 2019. While the introduction of NEST ...

Treasury delays CIPR timetable

KARREN VERGARA  |  WEDNESDAY, 31 OCT 2018
Assistant Treasurer Stuart Robert announced two major updates to the proposed Comprehensive Income Products for Retirement (CIPRs) initiative, one of which is giving superannuation trustees more time to get retirement income strategies in order. Robert ...

Industry fund, IRESS begin automated advice journey

DARREN SNYDER  |  TUESDAY, 30 OCT 2018
A $3.5 billion industry superannuation fund is the first to implement IRESS' new digital advice solution. The rollout of WA Super's digital advice tool, SuperClick Advice, includes white-labelling IRESS' automated personal advice engine. SuperClick ...

Wealth group announces new chief executive

DARREN SNYDER  |  THURSDAY, 25 OCT 2018
... Macquarie's mortgages and securitisation business in the early 1990s. He will play a key role in the finalisation and roll out of YBR's own self-funding securitisation program, which has been announced as a strategic objective from executive ...

Diversified group enters custom platform space

JAMIE WILLIAMSON  |  FRIDAY, 19 OCT 2018
An ASX-listed financial services company is rolling out its first white-labelled managed account platform to a Victorian dealer group. Fiducian Group was selected by the unnamed group - reported to have about $200 million in funds under advice - following ...

SMSFs: Who, what, where, when and how

JAMIE WILLIAMSON  |  MONDAY, 15 OCT 2018
... administration fees that can often be incredibly high," Smith said. "We see clients that transition to an SMSF with particularly low roll-over balances and if you can't articulate the disadvantages to the client of doing that - including life insurance ...