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Showing 1 - 10 of 16 results for "Member Outcomes Assessment"

Diversa winds up struggling super fund

JAMIE WILLIAMSON | MONDAY, 22 SEP 2025

... The decision was made by the trustee, CCSL, which is a related company of Diversa. In its most recent Member Outcomes Assessment, it was flagged that the Personal Choice Private Fund was not promoting the financial interests of its members. This was ...

Mason Stevens rolls out super admin fee changes

MATTHEW WAI | WEDNESDAY, 15 JAN 2025

... meet significant increases in operational costs...," Mason Stevens said. According to the most recent Member Outcomes Assessment, Mason Stevens Super has about 3000 members and close to $1 billion in funds under management. At the time, its administration ...

Superhero Super assets to swell via fund transfer

JAMIE WILLIAMSON | FRIDAY, 20 DEC 2024

... Super for the period totaled nearly $48 million; the industry median was $29.9 million. Its most recent Member Outcomes Assessment, released in February this year, showed that its fees were significantly more expensive than the peer median across all ...

Crescent Wealth to merge into Russell Investments

ANDREW MCKEAN | TUESDAY, 30 APR 2024

... said. The need for Crescent Wealth's merger into Russell Investments was evident following a recent Member Outcomes Assessment by Equity Trustees. It revealed that Crescent Wealth's fees and costs are impacting member returns, saying they "aren't ...

MobiSuper, licensee to pay $250k penalty

JAMIE WILLIAMSON | MONDAY, 29 AUG 2022

... MobiSuper is a sub-plan of the Tidswell Master Superannuation Plan and, according to its most recent Member Outcomes Assessment, was due to be combined with Student Super's Professional Super last month. Meanwhile, ZIB has been ordered to pay a penalty ...

Lutheran Super merger imminent

JAMIE WILLIAMSON | TUESDAY, 16 AUG 2022

... investigating potential merger partners in September 2021 following the release of its second annual member outcomes assessment. In that assessment, the trustee acknowledged that its total fees were slightly higher than some competitors and that it's ...

APRA to improve strategic planning, member outcomes rules

JAMIE WILLIAMSON | MONDAY, 1 AUG 2022

... 'documentation-focus' of the implementation period - where supervisory engagement focused on the business plan, the member outcomes assessment and the business performance review, to one where member outcomes considerations are embedded and integrated ...

Consumer group slams super self-assessments

ELIZABETH MCARTHUR | MONDAY, 30 AUG 2021

Super Consumers Australia has slammed super funds' member outcomes assessments (MOAs), finding several funds claiming to be acting in members' best interests even when fees are high and performance is lacklustre. Super Consumers Australia looked ...

Chant West hires distribution head

KARREN VERGARA | WEDNESDAY, 3 FEB 2021

... allowing users to compare key data such as platform fees and costs to assist in preparing for APRA's Member Outcomes Assessment.

ASFA proposes MySuper test

KARREN VERGARA | WEDNESDAY, 28 OCT 2020

... recent proposals. ASFA's Lifting the Bar proposal will examine MySuper products and use APRA's annual Member Outcomes Assessment to determine whether a product is considered to be underperforming. The first stage measures fees and costs against a benchmark ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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