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Showing 1 - 10 of 131 results for "BT Super"

Financial services class actions surge

JAMIE WILLIAMSON  |  WEDNESDAY, 20 MAR 2024
... investors the ability to trade CFDs. In October 2023, a class action was filed against BT Funds Management as trustee of BT Super, while IG Markets was the target of two class actions filed in May 2023. Overall, the number of class actions filed in 2023 ...

What you read in 2023

JAMIE WILLIAMSON  |  FRIDAY, 15 DEC 2023
... Future, Your Super performance test in which Retirement Wrap's Westpac Group Plan MySuper failed for the first time and BT Super MySuper failed for the second time. All members in Retirement Wrap were transferred to Asgard Independence Plan Division ...

Federal Court approves BT Super $30m settlement

KARREN VERGARA  |  TUESDAY, 12 DEC 2023
... Management (BTFM) and Westpac Life Insurance Services (WLIS) allegedly failed to manage conflicts of interest when investing BT Super member money in a cash option. Last week, Justice Murphy determined that the amount was "fair and reasonable" after ...

Mercer Super investment chief departs

ELIZABETH FRY  |  FRIDAY, 8 DEC 2023
... during his time at Mercer," the firm said. Both Collocott and Kerr arrived at Mercer in April as part of the merger of BT Super into the Mercer Super Trust and the acquisition of Advance Asset Management. On joining, Collocott oversaw the performance ...

Mercer appoints first Wealth Pacific chief

ANDREW MCKEAN  |  MONDAY, 24 JUL 2023
... year, Mercer significantly enhanced its position in the superannuation sector, successfully completing a merger with BT Super. This move saw Mercer integrate BT Super's personal and corporate superannuation offerings, and incorporate Advance Asset Management ...

Retirees to own 55% of all super come 2032: Rainmaker

CHLOE WALKER  |  TUESDAY, 11 JUL 2023
... AustralianSuper, Australian Retirement Trust (ART), Aware Super, Public Sector Superannuation (PSS), UniSuper, CFS FirstChoice, BT Super, Hostplus, MLC Super, and Military Super. AustralianSuper's projected retiree FUM share for 2032 is 33%, while ART ...

Mercer Super to take on corporate fund

JAMIE WILLIAMSON  |  THURSDAY, 25 MAY 2023
... options, member tools and advice solutions." It marks the third merger for Mercer this year, following the SFTs with BT Super and Lutheran Super.

Mercer scoops up third BT business unit

KARREN VERGARA  |  MONDAY, 8 MAY 2023
Mercer announced it will acquire BT Private Portfolio Management for an undisclosed amount after it finalised the transition of the superannuation and asset management units. Mercer will become the new owner of BT Private Portfolio Management (PPM) ...

Equity Trustees, OnePath dominate choice heatmap failure

KARREN VERGARA  |  WEDNESDAY, 26 APR 2023
... Index, failed to deliver for members. Several BT options were also slapped with a red rating - Pendal Growth Shares, BT Super For Life Advance Higher Growth, BT Super For Life Advanced Balanced and BT Super For Life Advance Higher Growth - were among ...

Mercer names strategic relationships lead

CASSANDRA BALDINI  |  WEDNESDAY, 12 APR 2023
... in Sydney, reports to Mercer Pacific head of wealth management Luke Fitzgerald. The appointment follows the merger of BT Super into the Mercer Super Trust and the acquisition of Advance Asset Management. Previously, Allmey spent over six years at BT ...
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