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Showing 1 - 10 of 354 results for %22CBA Super%22

Small, large entity regulation needs balance: APRA

KARREN VERGARA  |  WEDNESDAY, 22 NOV 2023
... got to have. You've got to have the right hygiene, [and the] right controls in place, and we expect - whether you're CBA or a credit union to have basic standards in play," he said. "We've got a lot of discussion that happens with regulated ...

Australian Retirement Trust adds $12.3bn via CBA Group Super transfer

JAMIE WILLIAMSON  |  MONDAY, 20 NOV 2023
Members of Commonwealth Bank Group Super (CBA Group Super) have officially transitioned to Australian Retirement Trust (ART), marking the latter's largest corporate merger. The two funds have completed the successor fund transfer, initially agreed ...

Allianz Retire+ heavyweight jumps ship

ELIZABETH FRY  |  FRIDAY, 17 NOV 2023
... and head of strategy and implementation before that. Previous experience included being head of employee superannuation at CBA, director of actuarial at Russell Investments and retirement practice actuarial consultant at Willis Towers Watson in the UK. ...

Equip Super welcomes new chair

CHLOE WALKER  |  TUESDAY, 17 OCT 2023
... experience in financial services to the role, having worked in a variety of leadership roles at the Commonwealth Bank of Australia (CBA), St. George Bank, the New South Wales Treasury, the Australian Government Department of Finance, The GPT Group, and ...

Super funds offer merger update

JAMIE WILLIAMSON  |  TUESDAY, 3 OCT 2023
... Trust (ART), Commonwealth Bank Group Super has told members they will transfer to the industry fund next month. In February, CBA Group Super announced it was exploring a merger with ART, before signing a non-binding heads of agreement on June 27. The ...

Morningstar manager selection services lead exits

KARREN VERGARA  |  FRIDAY, 29 SEP 2023
... manager and senior financial planner before moving to BT Financial Group as its head of technical services. He then returned to CBA in September 2007 where he was an executive manager of research for the next 11 years before joining Morningstar. At CBA ...

Skynet adviser stole $10.2m: Court

KARREN VERGARA  |  THURSDAY, 28 SEP 2023
... rollover monies in their superannuation accounts to self-managed superannuation funds he set up with the Commonwealth Bank (CBA). Nugara had access to the SMSF accounts to make property investments. Some of the victims were unaware that he had such access. ...

ASIC appeal in CBA, CFS case dismissed

JAMIE WILLIAMSON  |  THURSDAY, 17 AUG 2023
... also now been dismissed. The case was first brought by ASIC in June 2020 and related to the distribution of Essential Super. CBA staff signed up over 390,000 people to CFS's Essential Super between July 2013 and June 2019 in branches and online. ...

Former advisers costs CBA $1.2bn in remediation

KARREN VERGARA  |  WEDNESDAY, 9 AUG 2023
... aligned advisers were representative of Financial Wisdom, Count Financial and Commonwealth Financial Planning Limited-Pathways. CBA sold Count Financial to Count in October 2019 and stopped providing licensee services through CFP-Pathways and Financial ...

Ownership changes spur upheaval in unit trust sector

KARREN VERGARA  |  WEDNESDAY, 12 JUL 2023
... Financial Group but was previously called Colonial First State Global Asset Management when it was owned by the Commonwealth Bank. CBA sold CFSGAM for $4.2 billion in 2019 as part of demerging its asset management, mortgage broking and wealth businesses ...
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