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Showing 861 - 870 of 10095 results for "Trust"

How to simplify super to get better retirement outcomes: Mercer

ANDREW MCKEAN  |  MONDAY, 13 JAN 2025
The superannuation system has lacked a clear direction for the provision of retirement outcomes, and while this is gradually changing, there remains a need to make it simpler for Australians, according to a Mercer report. The Australian retirement income ...

Dixon Advisory clients should be heard at Senate inquiry: Anderson

ANDREW MCKEAN  |  MONDAY, 13 JAN 2025
... "confronting what happened and reflecting on it is challenging," especially for those who suffered substantial losses, and "put trust in people who failed them," Anderson is looking forward to the Senate inquiry hearings to begin and to hear from those ...

Platinum AUM inches to $11bn

KARREN VERGARA  |  FRIDAY, 10 JAN 2025
... the month of December despite experiencing outflows of $289 million. Some $247 million of these outflows left the Platinum Trust Funds. Total AUM, however, is 40% lower compared to the end of 2023, which was $15.4 billion. Platinum lost a mandate with ...

Managed funds industry winners and losers

ANDREW MCKEAN  |  FRIDAY, 10 JAN 2025
... money invested in that global small-cap fund may have been converted into a mandate, meaning it was moved out of the unit trust structure but remained within the global small-cap space. Alternatively, changes in ownership and management of investment ...

Stamford Capital Investments launches new fund

ELIZA BAVIN  |  FRIDAY, 10 JAN 2025
... estate-backed equity and joint ventures, preferred equity, and first and second mortgage debt. Operating as a closed-end unit trust, CPF4 has a 2.5-year investment period in which investments and reinvestments can be made. This is followed by a two-year ...

Insignia denies yet another takeover bid

ELIZA BAVIN  |  FRIDAY, 10 JAN 2025
... 9.1% interest. Mitsubishi UFJ Financial Group and First Sentier Investors each hold an 8.3% interest. Australian Retirement Trust holds 8.2%, State Street has 7.1% and Vanguard has a 5% interest.

Bull market buoys super funds' 2024 returns

MATTHEW WAI  |  WEDNESDAY, 8 JAN 2025
... but, for now, they are supported by continued economic resilience and earnings growth." Additionally, Australian Retirement Trust (ART) also leveraged international equities as a "key driver" to return 11.9% for its balanced option; its high-growth option ...

Perpetual awards mandate to Equity Trustees

KARREN VERGARA  |  TUESDAY, 7 JAN 2025
Perpetual has appointed Equity Trustees (EQT) to oversee two of its superannuation products as the new trustee. Equity Trustees Superannuation will takeover trustee duties on 1 March 2025 from Perpetual for the Select Super Plan and Select Pension Plan. ...

CC Capital Partners bids for Insignia

KARREN VERGARA  |  MONDAY, 6 JAN 2025
... 9.1% interest. Mitsubishi UFJ Financial Group and First Sentier Investors each have 8.3% interests. Australian Retirement Trust (8.2%), State Street (7.1%), and Vanguard (5%) also have substantial holdings. Private investment firm CC Capital Partners ...

Traders left scrambling over ASX settlement outage

MATTHEW WAI  |  MONDAY, 23 DEC 2024
... exchange made misleading or deceptive statements on the process in February 2022. "ASX's statements go to the heart of trust in the integrity of our markets. We believe this was a collective failure by the ASX board and senior executives at the time," ...