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Showing 1 - 10 of 67 results for %22Trustee Tailored Super%22

Aussies do not underspend in retirement, say super funds

JAMIE WILLIAMSON  |  WEDNESDAY, 21 FEB 2024
... super system and retirement too complex. About 73% of members said they'd trust advice from their super fund if it were tailored to their needs. The SMC said its research "busts the longstanding myth that retirees are not spending their super." As such ...

Retirement phase of superannuation consultation opens

KARREN VERGARA  |  MONDAY, 4 DEC 2023
... superannuation states that trustees must do more to understand their members' retirement needs and provide products and services tailored for their retirement. Under the Retirement Income Covenant, trustees must undertake an analysis of members to assess ...

Changing retirement landscape needs regulatory framework: Actuaries Institute

CASSANDRA BALDINI  |  MONDAY, 4 DEC 2023
... concluded that Australia should fundamentally rethink its retirement ecosystem, enabling individuals to readily obtain tailored support for planning their futures and financing their lifestyles.

On-platform TDPs miss performance test benchmarks, worst on fees: APRA

ANDREW MCKEAN  |  WEDNESDAY, 29 NOV 2023
APRA has released new insights into superannuation product performance, revealing that most on-platform trustee directed products (TDPs) underperform their benchmark and exhibit higher administration fees. The prudential regulator's analysis based on ...

Government must do more after product failures: FSC, SCA

JAMIE WILLIAMSON, RACHEL ALEMBAKIS  |  FRIDAY, 1 SEP 2023
... legacy Choice options, like the regime for MySuper products. In doing so, the government should offer members within failed trustee-directed products Capital Gains Tax rollover relief to facilitate the transition to contemporary investment options, he ...

Hejaz debuts Australia's first Islamic pension product

ANDREW MCKEAN  |  WEDNESDAY, 9 AUG 2023
... super contributions are increasing, that should result in additional inflows," he said. Equity Trustees will serve as trustee for the Hejaz Islamic Super and Pension offer. Acclaim Management steps in as administrator, while AIA Australia has secured ...

Performance test excluding retirement products is "crazy": Podcast

CASSANDRA BALDINI  |  THURSDAY, 29 JUN 2023
... a significant failing," he said. Linden said he is also concerned any further extension of the test will only include trustee-directed products. "That will leave out a whole range of other Choice investment options, which we know from the banking Royal ...

Super funds are lousy at communications: Strategist

CHLOE WALKER  |  TUESDAY, 21 MAR 2023
... study to segment their current and potential members. "I think you should audit your current communications and develop tailored comms for the member tribes that meet both your obligations and their needs," he said. Financial Standard is the official ...

Australian Retirement Trust lines up another merger

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2023
... Australia's largest and best-performing super funds," Alcoa Super chair Gabriel Szondy said. "ART is a leading provider of tailored corporate solutions, and, through this SFT, our members will have access to a broader range of benefits from global investment ...

Integrity Life picks AGI as group life administrator

CASSANDRA BALDINI  |  MONDAY, 15 AUG 2022
... entering the Australian life insurance market in 2009, AGI has been focused on a holistic service solution, efficient and tailored operational and administrations systems and processes for the benefit of insurers, advisers/brokers, employers, employees ...
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