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Showing 1 - 10 of 34 results for "WealthFocus"

Equity Trustees places superannuation arm under review

JAMIE WILLIAMSON  |  THURSDAY, 19 FEB 2026
... super funds under the group's trusteeship currently include AMG Super, Centric Super Fund, HUB24 Super Fund, Perpetual WealthFocus Superannuation Fund, and Smart Future Trust which includes Future Super and Verve Super. Equity Trustees reported a net ...

APRA warns of super fund sustainability challenges

JAMIE WILLIAMSON  |  THURSDAY, 2 OCT 2025
... The funds showing some of the steepest declines in account growth include Challenger Retirement Fund, Perpetual's WealthFocus, AMP Super Fund, and MLC Super Fund. Over the last three years, the number of member accounts industry-wide has grown, largely ...

One third of advisers use 'Big 3' platforms: Rainmaker

KARREN VERGARA  |  THURSDAY, 24 JUL 2025
... advisers, BT Panorama has a 12.2% market share while Insignia's Expand has 9.8%. Macquarie Wrap and Perpetual's WealthFocus are close behind with 9.7% and 9% respectively. For non-aligned financial advisers, BT Panorama has a 12.5% market share ...

Perpetual IM switches member admin provider

KARREN VERGARA  |  WEDNESDAY, 25 JUN 2025
... replaces Tech Mahindra, which began its partnership with Perpetual in 2013 providing registry services for its wholesale, WealthFocus and Select Investment funds, superannuation and pension products. Perpetual chief operating officer for Australia Daren ...

Perpetual awards mandate to Equity Trustees

KARREN VERGARA  |  TUESDAY, 7 JAN 2025
... administration services and the current custodian of assets will remain as is. The two products are part of the Perpetual WealthFocus offering. The Super Plan allows investors to save for retirement and offers death, disability, and salary continuance ...

Uptick in adviser numbers: Research

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2023
... The platform most frequently used by advisers are Colonial First Choice, BT Panorama and Macquarie Warp, Perpetual WealthFocus, North and Asgard.

Equity Trustees, OnePath dominate choice heatmap failure

KARREN VERGARA  |  WEDNESDAY, 26 APR 2023
... FirstChoice Super), AvSuper, Nulis Nominees (MLC Super), BT Funds Management (Retirement Wrap), EISS Super, Perpetual (WealthFocus Superannuation Fund) and REI Super. But it was Equity Trustees and OnePath that dominated the worst performers. Equity ...

What you read in 2022

CASSANDRA BALDINI  |  FRIDAY, 16 DEC 2022
... Australian Meat Industry Superannuation Trust, BUSSQ, First Super, Meat Industry Employees Superannuation Fund, Perpetual WealthFocus, Qantas Super, REI Super and TWUSUPER. Several other funds were named, the bulk of which have taken steps to improve ...

Thirty-eight super funds face sustainability issues: APRA

JAMIE WILLIAMSON  |  WEDNESDAY, 30 MAR 2022
... Australian Meat Industry Superannuation Trust, BUSSQ, First Super, Meat Industry Employees Superannuation Fund, Perpetual WealthFocus, Qantas Super, REI Super and TWUSUPER. Several other funds were named, the bulk of which have already taken steps to ...

AMP hands down tech mandate

KARREN VERGARA  |  THURSDAY, 10 MAR 2022
... 2145 advisers using the platform. North sits behind Colonial First State (3119), BT Panorama (2535) and Perpetual WealthFocus (2271).
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