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Showing 1 - 10 of 27 results for "Superannuation Advisory"

SMSF Association announces board director changes

MATTHEW WAI  |  WEDNESDAY, 30 OCT 2024
... announced their successors. The SMSFA has welcomed Heffron managing director Meg Heffron, Vincent director of superannuation advisory Brett Griffiths and Matrix Norwest partner and general manager Lachlan Sue to the board. The trio bring over half a ...

Regulators to clamp down harder on greenwashing

ANDREW MCKEAN  |  FRIDAY, 27 SEP 2024
... comparisons with other products or previous versions of the same product are fair and meaningful. KPMG superannuation advisory lead Lisa Butler-Beatty said Australia is likely to follow the UK's lead in tightening ESG-related rules, after the climate-related ...

Longevity risk is big super's biggest failure: Podcast

CASSANDRA BALDINI  |  MONDAY, 28 AUG 2023
In the latest episode of the Financial Standard podcast, KPMG superannuation advisory partner Melinda Howes highlights longevity risk as the primary aspect where Australia's retirement income system falls short. Expanding on this, she noted that ...

Top 10 issues for super funds in 2023: KPMG

ANDREW MCKEAN  |  TUESDAY, 17 JAN 2023
... industry. KPMG listed market volatility, higher inflation and interest rates as the top issue for super funds. Superannuation advisory partners Melinda Howes, Lisa Butler Beatty and Linda Elkins said with global recession looking more likely in 2023 ...

State Super welcomes former Deloitte partner to board

CASSANDRA BALDINI  |  THURSDAY, 17 NOV 2022
... has over 40 years of advisory experience in the superannuation industry. Most recently he worked as lead superannuation advisory partner at Deloitte. While at the consultancy firm he advised super funds in setting strategic directions and developing ...

FEAL appoints chief executive

CASSANDRA BALDINI  |  WEDNESDAY, 5 OCT 2022
... of experience with Towers Perrin as a consulting actuary. She joins from KPMG where she worked in its Superannuation Advisory practice as a director since 2001. Bacon has a personal commitment to the superannuation industry and a long history of assisting ...

FSC advice reforms slash time, costs by 30%

KARREN VERGARA  |  TUESDAY, 12 OCT 2021
... Duty, and the Letter of Advice to replace the Statement of Advice and Record of Advice. KPMG director of superannuation advisory, actuarial and financial risk Cecilia Storniolo said: "Anecdotally, we've been hearing for about two years that the interplay ...

Vale Murray Wyatt

JAMIE WILLIAMSON  |  TUESDAY, 27 JUL 2021
... Excellence, was a former member of the National Retirement Savings Centre of Excellence, and was a member of the Superannuation Advisory Committee established by industry and the ATO to advise government. He also regularly presented on retirement issues ...

KPMG promotes two super experts

KARREN VERGARA  |  MONDAY, 28 JUN 2021
... superannuation and self-managed super fund experts respectively to partners. Cecilia Storniolo, the director of superannuation advisory, actuarial and financial risk, will become a partner on July 1. She joined the consulting firm in March 2016, having ...

ASIC takes action against RI Advice

ELIZABETH MCARTHUR  |  FRIDAY, 21 AUG 2020
... have to implement appropriate cyber risk management. ASIC named Anthony Hilsley, a financial adviser at Superannuation Advisory Service trading as Wise Financial Planning, in its concise statement. The regulator alleges RI Advice was informed in 2016 ...
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