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Showing 31 - 40 of 2997 results for "Trustees"

Equity Trustees scores Woodbridge mandate

ELIZA BAVIN  |  MONDAY, 22 APR 2024
Woodbridge Capital has appointed Equity Trustees as the responsible entity of its new retail fund, the Woodbridge Secured Income Fund. Equity Trustees executive general manager, corporate and superannuation trustee services Andrew Godfrey said he is ...

Vanguard backs current performance test

ANDREW MCKEAN  |  FRIDAY, 19 APR 2024
... they could achieve," she said. The performance test was introduced to protect Australians' retirement savings, assessing trustees on investment performance and fees charged to members. The test has been applied to MySuper products since 1 July 2021 and ...

HUB24 hits $100bn milestone

KARREN VERGARA  |  TUESDAY, 16 APR 2024
... portal. The platform also signed 42 new distribution agreements in the quarter. Last April, HUB24 partnered with Equity Trustees to provide custodial platform administration and technology solutions. This transitions some $4 billion in FUA, of which ...

Equity Trustees welcomes new chief financial officer

ELIZA BAVIN  |  THURSDAY, 11 APR 2024
... 2017. "Johanna brings an exceptional suite of skills to EQT and our growing business. We warmly welcome Johanna to Equity Trustees and I look forward to working alongside her," EQT managing director Mick O'Brien said.

James Mawhinney arrested as Mayfair 101 saga rolls on

JAMIE WILLIAMSON  |  WEDNESDAY, 10 APR 2024
... four occasions between 9 August 2019 and 21 April 2020 made representations to the trustee of the IPO Wealth Fund, Vasco Trustees, that it owned companies in Italy that it did not. He appeared in Melbourne Magistrates Court yesterday and is due to reappear ...

Super advice fee deductions compound red tape: JAWG

KARREN VERGARA  |  MONDAY, 8 APR 2024
... for personal financial advice provided as per Recommendation 7 of the Quality of Advice Review. This aims to provide trustees with more legal certainty about paying advice fees agreed between a member and their financial adviser from the member's ...

Super funds' IDR process weak, inadequate: AFCA

KARREN VERGARA  |  FRIDAY, 5 APR 2024
... to IDRs miss opportunities to connect with their members and resolve concerns. "We see this as a good opportunity for trustees to reflect on their procedures and processes to understand how they can increase their ability to capture consumer dissatisfaction ...

Super fund expenditure to be exposed

ANDREW MCKEAN  |  THURSDAY, 28 MAR 2024
APRA will publicly expose the way superannuation fund trustees are spending and investing members' funds later this year. The move comes after a consultation with the industry in which APRA sought feedback on proposals to treat most of the data it now ...

QMV Legal folds, managing partner to launch new firm

KARREN VERGARA  |  WEDNESDAY, 27 MAR 2024
... in 2019 to provide legal advice from a perspective that is closely placed to the business operations of superannuation trustees. We are grateful to have advised clients on a broad range of matters, including successor fund transfers, regulatory change ...

Tranche one of advice reforms hits parliament

KARREN VERGARA  |  WEDNESDAY, 27 MAR 2024
... make the information publicly available on their website. The bill also contains the legal basis on which superannuation trustees can charge members for financial advice from their account and the associated tax consequences (Recommendation 7). The new ...