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Showing 1 - 10 of 26 results for "Plum Super"

Best super fund products revealed

ANDREW MCKEAN | WEDNESDAY, 27 MAR 2024

The best superannuation fund products, based on factors such as investment performance, insurance, fees, and organisational strength, have been named. Rainmaker Information awarded its annual "symbol of excellence" AAA Quality Rating to 48 super funds ...

MLC Life Insurance joins forces with Insignia Financial

ANDREW MCKEAN | WEDNESDAY, 4 MAY 2022

... they lodge and track their claim. It will also enable submissions to be assessed sooner. From today, MLC MasterKey and Plum Super members insured by MLC Life Insurance will be able to lodge their claim digitally through LifeView. LifeView is MLC Life ...

NAB revamps superannuation trustee board

KANIKA SOOD | TUESDAY, 14 JAN 2020

NULIS Nominees has added a former Vanguard Australia director and three other non-executive directors to its board, as ASIC chases it in Federal Court. NULIS, which oversees NAB's superannuation funds with $75 billion in assets under management ...

MLC admin error hits superannuation DB members

KARREN VERGARA | FRIDAY, 14 DEC 2018

... that "ExxonMobil was immediately notified." Plum acquired ExxonMobil defined benefit members under its existing Exxon Plum Super Sub Plan in 2013. Rainmaker data shows there are about 700 active defined benefit members in the plan. It is understood that ...

Lose grandfathered commissions, lose business: MLC

KARREN VERGARA AND JAMIE WILLIAMSON | MONDAY, 6 AUG 2018

The financial services Royal Commission questioned if MLC's decision to stick with grandfathered arrangements was in the best interest of members following a large consolidation of superannuation funds that provided an opportunity to remove them. ...

NAB to divest MLC

ALEX BURKE | THURSDAY, 3 MAY 2018

NAB plans to exit the majority of its wealth management operations, including divestment of Australia's largest retail MySuper product. While the bank will continue to service high-net-worth clients via JBWere, it is shedding the rest of its wealth ...

Plum Super launches retirement product

EMMA RAPAPORT | TUESDAY, 18 JUL 2017

... Australians manage their superannuation in the lead up to and during retirement has hit the market. Plum Retirement Income, a Plum Super (wholly NAB-owned) initiative, will offer an account-based pension for customers to convert their superannuation ...

SMSF rollovers hit $8 billion

DARREN SNYDER | MONDAY, 8 MAY 2017

Retail superannuation funds accounted for more than half of the $8.1 billion rolled in to self-managed super funds in the 12 months to June 2016. Rainmaker analysis of APRA data also shows retail super funds made up nine of the biggest 10 outflows to ...

Former Russell CEO joins MLC trustee board

DARREN SNYDER | THURSDAY, 29 SEP 2016

A former chief executive at Russell Investments is now on the board of NULIS Nominees, the trustee for the MLC Super Fund. Recently joining the NULIS board as an independent non-executive director is Alan Schoenheimer. He has more than 25 years' experience ...

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Funds SA appoints chief investment officer

ANDREW MCKEAN

Funds SA has appointed a new chief investment officer, who will join from Hostplus, to commence in February 2025.

Australian Retirement Trust appoints new chief risk officer

ANDREW MCKEAN

Australian Retirement Trust (ART) has appointed a new chief risk officer that's set to start in March 2025.

UniSuper has 'some work to get on with' on cyber front: Chair

JAMIE WILLIAMSON

UniSuper's leadership team has touched on how the fund is strengthening its operations following the extensive system outage in May this year.

Super framework, SMSFs conducive to financial abuse: Inquiry

KARREN VERGARA

Lax superannuation laws make it too easy for perpetrators of domestic violence to access victims' retirement savings, while the current framework for self-managed super funds (SMSFs) enables financial abuse to flourish, a parliamentary inquiry found.

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Expert Feed

Jenny Taing

Principal Solicitor

KHQ Lawyers

'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

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Robert Talevski

Managing Director

Activam

Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

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Nathan Robertson

Chief Executive Officer

Alvia Partners

Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

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Robert De Dominicis

Chief Executive Officer

GBST

Mistaking financial literacy for retirement literacy

Many are unclear about how to transition from working life to retirement, particularly regarding their retirement savings and the options available to ...

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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