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Showing 71 - 80 of 724 results for %22Combined Super Fund%22

AMG Super to take on fledgling super product

JAMIE WILLIAMSON  |  TUESDAY, 6 DEC 2022
... driven by the acquisition of Superestate. As at June 2021, Raiz Super had 4923 members and Superestate had 6073, meaning a combined total of 10,996. Explaining the decision, Raiz Invest said: "There have been a number of regulatory changes to superannuation ...

Household Capital acquires Pension Boost

ANDREW MCKEAN  |  MONDAY, 5 DEC 2022
... strategy to be the most trusted provider in the Australian home equity release market," he said. Funder explained the combined business will "position" the firm to be the leading provider of home equity retirement funding. "Together we play a critical ...

Experts weigh in on Brookfield bid for Origin

RACHEL ALEMBAKIS  |  FRIDAY, 11 NOV 2022
... Pacific chief executive Stewart Upson. "Origin is a very high-quality business with a strong management team that, when combined with Brookfield's large-scale capital and global renewable power development expertise, is uniquely placed to contribute ...

Small wins for some pensioners

CASSANDRA BALDINI  |  WEDNESDAY, 26 OCT 2022
... the objectives of the whole retirement income system which includes the Age Pension," Knox says. If you look at the two combined, the role of income and assets as the Age Pension and super integrate will work together, he says. "It is complicated, the ...

Members stick with dud super funds

ANDREW MCKEAN  |  FRIDAY, 21 OCT 2022
... generally detached from their super. "This policy (stapling) was designed to get members to switch, but the inaction combined with the stapling reform will mean members are stuck in dud funds for longer," ISA said. "While the stapling reform has stopped ...

Industry funding model discussion commences

JAMIE WILLIAMSON  |  FRIDAY, 30 SEP 2022
... to retail clients on relevant financial products and the other would be those who do not. Other sub-sectors would be combined in the super trustees, responsible entities, wholesale trustees and IDPS sub-sectors, market infrastructure and intermediaries ...

Adviser losses now baked in: Rainmaker

JAMIE WILLIAMSON  |  THURSDAY, 15 SEP 2022
... platforms, but that the same forces of disintermediation and divestment away from the advice sector by wealth managers have combined to impact not only the volume of FUM they serve, but its need for financial advisers. "Reinforcing this, while new FUM ...

Kate Farrar's top tips when merging

JAMIE WILLIAMSON  |  TUESDAY, 6 SEP 2022
... the test of the industrial logic has stood us in good stead," she said. Like all strategy processes, this should be a combined board and management process. Management needs to inform and develop it, and the board needs to test and challenge it before ...

Four MySuper products fail for second time: APRA

JAMIE WILLIAMSON  |  WEDNESDAY, 31 AUG 2022
... asset-weighted performance of all Lifestage investment options collectively to calculate a single performance return. The combined eight-year performance of our Westpac Group Plan MySuper product failed the annual performance assessment." In a further ...

MobiSuper, licensee to pay $250k penalty

JAMIE WILLIAMSON  |  MONDAY, 29 AUG 2022
... for breaching superannuation advice laws while promoting the MobiSuper fund. MobiSuper and ZIB Financial will pay the combined penalty after the Federal Court found MobiSuper representatives had phoned customers and provided personal advice without acting ...