Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 9481 - 9490 of 22801 results for "Funds"

The challenges of modern estate planning

ALEX BURKE  |  WEDNESDAY, 26 JUL 2017
... Financial Standard Best Practice Forum on Retirement Income, Tsovolos explained how the estate laws around self-managed super funds and discretionary family trusts is still evolving - largely because challenges only occur once the client dies and once ...

Managing the three pillars of retirement

ALEX BURKE  |  WEDNESDAY, 26 JUL 2017
... which provisions cash for short-term spending and growth assets for the long-term. Using the Association of Superannuation Funds of Australia (ASFA) retirement standard of an approximate $550,000 nest egg corresponding to spending of $44,000 per annum ...

Financial services not immune to public inquiry

KARREN VERGARA  |  TUESDAY, 25 JUL 2017
... in a new joint study by PwC and the FSC. A majority 82% of chief executives canvassed from the insurance, superannuation, funds and wealth management industries are confident about growth prospects, particularly in areas benefiting the ageing population ...

Industry funds sign off on $45 billion merger

EMMA RAPAPORT  |  TUESDAY, 25 JUL 2017
Industry superannuation funds Kinetic Super and Sunsuper signed a Successor Fund Transfer deed, authorising a merger of the two funds. The process, which began in April this year, sees the merged entity become one of the nation's biggest superannuation ...

MLC Life launches group insurance platform

JAMIE WILLIAMSON  |  TUESDAY, 25 JUL 2017
... cover online and lodge and track claims, while trustees and administrators can view real time data and analysis of their funds' claims experience. The platform marks another step toward MLC Life's goal of becoming Australia's leading and most trusted ...

BTIM appoints industry fund executive

JAMIE WILLIAMSON  |  TUESDAY, 25 JUL 2017
... appointment, BTIM Australia chief executive Michael Bargholz said: "Michael has a strong track record in building objective based funds across multiple organisations and we are pleased to have attracted someone of his calibre and expertise." Blayney ...

Equity Trustees names philanthropy lead

KARREN VERGARA, JAMIE WILLIAMSON  |  TUESDAY, 25 JUL 2017
... been appointed as Operator of WealthO2's uXchange which allow investors to access, buy, sell, and hold unlisted managed funds on a transactional cost basis through their adviser. "To be appointed the Operator of a start-up that is offering a new service ...

Responsible AUM strengthens

KARREN VERGARA  |  TUESDAY, 25 JUL 2017
... those implementing core responsible investment strategies are outperforming equivalent Australian and international share funds, and multi-sector growth funds, over most time horizons, the report said. Sustainability themed investments rose by 18% to ...

Government gives super system further makeover

DARREN SNYDER  |  TUESDAY, 25 JUL 2017
... insurance policies provided through superannuation. Also central to the government's latest announcement is that superannuation funds will be asked to hold annual general meetings specifically with a member focus. Several of Australia's top super funds ...

Retirement income fund launches

JAMIE WILLIAMSON  |  MONDAY, 24 JUL 2017
... through a multi-affiliate group, launching a fund which offers more choice in the competitive sector. Launching his own funds management firm in partnership with Copia Investment Partners, Jason Teh has unveiled his flagship fund, the Vertium Equity ...