Search Results | Showing 51 - 60 of 2997 results for "Trustees" |
| | | ... claimants, individuals with complex relationship histories, or instances where no clear binding death nominations exist - trustees are bound by strict legal requirements to perform thorough verifications prior to disbursing payments. "... we're acutely ... |
| | | | ... in the financial services industry, she has worked with Bank of New York Mellon, Advance Funds Management, Perpetual Trustees, and AXA. ESSSuper group executive of strategy brand and insights Duncan Winton said the expertise deVries brings to support ... |
| | | | An extensive review of processes across superannuation trustees, financial advisers and advice licensees has found very little evidence that consumers are aware of how poorly Choice products they're in are performing, and that such underperformance ... |
| | | | ... years, ASIC's review of SMSF advice uncovered inappropriate advice, adviser fraud and dishonesty to the detriment of trustees. Some cases have resulted in criminal charges. Sciacca named one example where a company director was sentenced to over ... |
| | | | ... about $635 million of superannuation savings left the system illegally via SMSFs. "Prohibited loans are another way that trustees inappropriately provide financial benefits to many parties in the 2020 and 2021 years. Our analysis found that SMSFs entered ... |
| | | | ... advice reforms to be expedited, allowing contributions to be made in retirement, and no mandated use of annuities by trustees. In formulating its submission on Superannuation in retirement, the Super Members Council (SMC) - which comprises AustralianSuper ... |
| | | | ... precisely what happened in 2021-22 relative to the US." SMSFs' performance was also attributed to a significant number of trustees adopting defensive asset allocations and asset classes. SMSF Association chief executive Peter Burgess said the research ... |
| | | | Equity Trustees (EQT) is set to close the Mirae Asset Asia Great Consumer Equity Fund, with final termination expected on or around April 5. As the fund's responsible entity, EQT said the decision to close the Asia Great Consumer Equity Fund was ... |
| | | | ... because they're multifaceted from that perspective, and give you the lens of all the professionals that are helping trustees make their retirement goals." For the first time, the conference is offering more audit CPD hours. "We recognise the importance ... |
| | | | ... said remains a key focus for ASIC in 2024, Court said With proceedings underway against Mercer Super and Active Super, trustees will be aware that we will use every lever legislation affords us to eliminate this practice, and we will continue to monitor ... |
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