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Showing 871 - 880 of 4486 results for "Trustee"

SMSF assets climb to $892bn

ANDREW MCKEAN  |  FRIDAY, 17 JUN 2022
New quarterly ATO statistics estimate that the total assets of SMSFs are $892 billion, up 11% year on year. More broadly, the total assets of SMSFs have grown by $2.4 billion over a five-year period to the March 2022 quarter. Despite significant asset ...

MSC Group launches Singaporean fund service

CASSANDRA BALDINI  |  FRIDAY, 17 JUN 2022
... marketing and compliance. The Australian business has operated its fund service platform for 10 years and currently provides trustee and fund administration services to more than 200 funds, with funds under appointment of $5 billion (SGD $4.8 billion.) ...

Stagflation: What should we expect?

CHLOE WALKER  |  THURSDAY, 16 JUN 2022
Speaking at the Australian Institute of Superannuation Trustees (AIST) ASI 2022 conference, a panel of economic experts shared their views on the current stagflationary environment. "Inflation's certainly here to stay in the near term," QIC chief ...

The big case for big data

CHLOE WALKER  |  THURSDAY, 16 JUN 2022
Big data should be a natural pathway for the superannuation fund industry, according to investment strategy experts. A session at the Australian Institute of Superannuation Trustees ASI Conference revealed the many benefits of data backed science and ...

You can't have it all: Retirement income strategies

JAMIE WILLIAMSON  |  THURSDAY, 16 JUN 2022
... a role for a soft default, or a guided choice. There is a large segment of the membership that is just looking for the trustee and the super fund to provide them with something that just works," he said. Nanayakkara said 'soft default' is a loaded term ...

Carbon transition and MBFID: Is it possible to meet both?

JAMIE WILLIAMSON  |  THURSDAY, 16 JUN 2022
About 70% of delegates to the Australian Institute of Superannuation Trustees' ASI Conference would still acquire new fossil-fuel based assets for the purpose of transitioning them - but is it in members' best financial interests? Polled during a panel ...

APRA sheds light on YFYS Performance Test

CASSANDRA BALDINI  |  THURSDAY, 16 JUN 2022
... test by adding new answers to its website. The test applies from July 2021, to My Super products and from July 2022 to trustee-directed products. APRA said it will not use data submitted after August 15 for the performance test. "For the relevant assessment ...

Younger generations lead the SMSF surge: Vanguard

ANDREW MCKEAN  |  THURSDAY, 16 JUN 2022
A Vanguard SMSF investor report has found that the newest cohort of trustees are younger, confident and more engaged with their superannuation. The report stated on an average basis, newly established SMSFs have continued to be set up by younger investors ...

Don't forget the 'S' in ESG

CHLOE WALKER  |  WEDNESDAY, 15 JUN 2022
Integrating socially responsible investments into a super portfolio is not an inherent trade-off with members best financial interests, experts say. Appearing on a panel at the Australian Institute of Superannuation Trustees ASI Conference, Australian ...

A playbook for private markets

CHLOE WALKER  |  WEDNESDAY, 15 JUN 2022
A panel at the Australian Institute of Superannuation Trustees (AIST) ASI 2022 conference has discussed how unlisted assets can be an important diversification strategy for super funds, despite challenges in accessing deals. IFM executive director private ...