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Showing 71 - 80 of 464 results for "Master Trust"

Spitfire acquires adviser platform, names chief

ELIZABETH MCARTHUR, KARREN VERGARA  |  MONDAY, 3 JUN 2019
... over 6000 advisers and clients, for an undisclosed figure. It has two wrap products: the Wealthtrac Superannuation Master Trust and the Wealthtrac Portfolio Service. Matthew Johnson, who has led Wealthtrac as chief executive for more than nine years ...

Aon exits advice

HARRISON WORLEY  |  TUESDAY, 30 APR 2019
... reflected in Aon's alliance with Equity Trustees and the merger of the Executive Superannuation Fund and the Aon Master Trust in 2017 to create a $5 billion superannuation partnership," Aon said. Aon also confirmed to Financial Standard its Aon Eligible ...

Rush of advisers sign up before FASEA deadline

ELIZABETH MCARTHUR  |  FRIDAY, 26 APR 2019
The final quarter of 2018 saw more than 4000 financial advisers sign up to ASIC's Financial Adviser Register. According to a Rainmaker analysis of ASIC data, an extra 4037 financial advisers registered as authorised representatives to meet FASEA's ...

UK to introduce new pension scheme

KANIKA SOOD  |  TUESDAY, 19 MAR 2019
The UK has green flagged a new type of pension scheme on the back of union demand, joining Denmark and Netherlands which use a similar system. The new collective defined contribution (CDC) will allow employers to pool together group contributions while ...

SMSF darlings revealed

KANIKA SOOD  |  MONDAY, 4 MAR 2019
... appetite for increased holdings," CommSec said. The LIC with the largest value traded was the Metrics Credit Partners Master Trust (ASX: MXT) which invests in Australian corporate debt. This was followed by Argo Investments (ASX:ARG), WAM Capital (ASX:WAM) ...

Netwealth to benefit from RC fallout

HARRISON WORLEY  |  MONDAY, 18 FEB 2019
... capacity, the firm said it would set up a new wholly-owned subsidiary as the trustee of the Netwealth Superannuation Master Trust, usurping Netwealth Investments Limited. Netwealth said a raft of appointments would be made to the board of the trustee ...

Advice groups sign on to HUB24

KANIKA SOOD  |  WEDNESDAY, 9 JAN 2019
HUB24 has signed on two national advice businesses, as its total funds under management crossed the $10 billion mark. Brisbane-based licensee AdviceIQ Partners brings 31 registered planners to HUB24's platform. The licensee has added 10 planners ...

Aussie funds among the world's largest asset owners

KANIKA SOOD  |  MONDAY, 12 NOV 2018
Nine Australian funds, including four superannuation funds, have ranked among the world's largest asset owners in a new study. The inaugural Asset Owner 100 study from Willis Towers Watson's Thinking Ahead Institute looked at the world's ...

Suncorp charged super members incorrect fees

KANIKA SOOD  |  FRIDAY, 14 SEP 2018
The retail superannuation master trust charged incorrect fees to some of its members in the Suncorp Employee Super and Brighter Super funds and is working on remediating clients. Suncorp charged an incorrect investment fee to its members who joined ...

Retail super funds reject MySuper delays

KARREN VERGARA  |  TUESDAY, 4 SEP 2018
... transfer is not a matter of "flicking a switch." Given the complexity of the product offering within the Suncorp Master Trust and prior to completing its Super Simplification Program between 2015 to 2017, the manner in which the transfer occurred was ...