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Showing 1 - 10 of 166 results for "Beneficiary"

Government consults on discretionary trust tax

MATTHEW WAI  |  THURSDAY, 9 JUL 2026
... exercised." Notably, amounts already taxed in the hands of the trustees will generally not be affected by the tax, and if no beneficiary is made entitled to trust income, the highest marginal rate and the Medicare levy will also continue to generally ...

Product showcase: Reframing financial advice

THE FINANCIAL STANDARD TEAM  |  MONDAY, 15 JUN 2026
... that can reduce conflict risks while providing control." For example, Generation Life's investment bonds offer beneficiary nominations that allow wealth to pass directly to chosen recipients, outside the estate, reducing the risk of disputes to the ...

UniSuper pilots' digital estate planning partnership with Safewill

VINNY VUCAGO  |  THURSDAY, 21 MAY 2026
... simplifying the Will creation process for members and improving awareness around estate planning and superannuation beneficiary nominations. Under the arrangement, UniSuper members will be able to create a legally valid Will through Safewill at no additional ...

More M&A amid AI buildouts, heightened costs: Fidelity International

MATTHEW WAI  |  FRIDAY, 17 APR 2026
... and points the way to streams of revenue that extend years into the future. "Information technology is the clearest beneficiary, but the effects are also strongly visible in the materials and energy sectors, where demand for power and the commodities ...

FEATURE: Global equities | Triaging tech's second act

RIDDHIMA TALWANI  |  WEDNESDAY, 8 APR 2026
... and corrections along the way, but fundamentally we can see a path to some pretty meaningful upside for many of the beneficiary stocks over the next multi-year period," he adds. China's DeepSeek rattled markets last year by being able to train its model ...

Local custody industry surpasses $6tn milestone

JAMIE WILLIAMSON  |  FRIDAY, 6 MAR 2026
... largest increase in assets was Citigroup, growing 19.7% to surpass $1 trillion; it now ranks third. Citigroup was a beneficiary of the exit of NAB Asset Servicing, which was wound up in full in the second half of 2025. Also seeing double-digit growth ...

Treasury proposes options to block victim-survivors' super going to perpetrators

JAMIE WILLIAMSON  |  THURSDAY, 5 MAR 2026
... domestic and family violence, including financial abuse, or caused suicide because of their abuse, be declared an invalid beneficiary when it comes to their victims' superannuation death benefit. A public consultation has commenced today, outlining ...

CFS to integrate estate planning services for members

ELIZA BAVIN  |  MONDAY, 16 FEB 2026
... digital vault that their nominated beneficiaries can access when needed. CFS added it is also introducing a new online beneficiary feature that allows members to update their beneficiary nominations digitally, making it faster and easier for members ...

Commonwealth Super Corp to consolidate legacy IT systems

MATTHEW WAI  |  MONDAY, 9 FEB 2026
... performance. Members will also not be able to lodge or update digital applications, including insurance claims or beneficiary updates. Upgrades for Defined Benefit schemes will be included in the second stage of the transition but the timeline for that ...

Shield, First Guardian fallout calls for tougher scrutiny on research houses, licensee governance

MATTHEW WAI  |  FRIDAY, 24 OCT 2025
... sufficiently held to account. "Rather than the fund manager paying for the research, the platform or end user should pay. A beneficiary pays approach would remove the conflict inherent in the system." However, Gosselin isn't hopeful the change will occur ...
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