Search Results | Showing 21 - 30 of 2997 results for "Trustees" |
| | | ANZ Bank will hand over its 6000-strong Will bank to Equity Trustees, following a decision to cease estate planning services from July. Equity Trustees will have one of the largest Will banks in the country as a result of the move, adding to the sizeable ... |
| | | | ... Constant says the regulator's new report on exorbitant advice fee deductions is not a criticism of advisers, rather of trustees failing basic obligations, with more still needing to be done by the reviewed funds some 12 months on. Yesterday, ASIC ... |
| | | | A review by ASIC has found evidence of poor oversight of advice fee deductions by superannuation trustees, with some allowing charges of up to $20,000 before raising concerns and some not conducting any checks of advice documents at all. ASIC is calling ... |
| | | | ... general comment on member services failures. "Member services failures are an enforcement priority for ASIC, we expect trustees to communicate proactively with members, deal responsibly with members' money, and deliver good value for money. This ... |
| | | | ... is reported on the trust income schedule," the ATO said. In addition to beneficiaries, small business owners who are trustees will also see changes when submitting their tax return. The ATO will add four capital gains tax (CGT) labels into the trust ... |
| | | | Financial advisers, licensees, and superannuation trustees are facing the ire of ASIC after an investigation found they are profiting from boiler room tactics that convince members to switch funds. An overwhelming number of members are goaded into leaving ... |
| | | | ... will be moved to the new 'Salaam' division of Russell Investments Master Trust. Following a review by Equity Trustees, the trustee for Crescent Wealth's super fund, an agreement was made with Russell Investments Master Trust's trustee ... |
| | | | ... access to the two funds, local regulatory cover and reporting for domestic wholesale clients. The plan is that Vasco Trustees will provide the Australian fund administration. KGAL is a German independent investment and asset manager with a managed investment ... |
| | | | The Actuaries Institute has proposed revising the annual superannuation performance test, so it better aligns trustees' investments with the best financial interests of members. In its Treasury submission, the Institute said the test should include ... |
| | | | ... for general corporate and funding purposes. The MSC Group acquired Certane CT (formerly part of the Australian Executor Trustees business) on 12 January 2024. The group now manages $30 billion under appointment on behalf of more than 250 individual corporate ... |
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