Sustainability-focused superannuation funds should ask themselves hard questions if they cannot beat the federal government’s performance test benchmark, according to a senior manager at UniSuper, with choice products likely to soon be included in the test.
Over half of candidates passed the May adviser exam, according to results released by ASIC on Friday morning. There were 122 candidates who passed out of a total of 195. Seventy-four per cent of the candidates were sitting the exam for the first time. Of those who have passed: Over 15,810 are recorded as current … Read more
A deep pool of investor capital is expected to flow into the country, with support mounting for the government’s planned green bond Medium Term Note program.
AMP has announced two key changes to the North platform around streamlining Records of Advice and the Lifetime Super Calculator. ROAs AMP has enhanced its ROA preparation process, which will help advisers save time, improve data accuracy, and better show the impact of investment switch transactions. The ROA template contains pre-formatted tables and charts detailing … Read more
The Albanese government is keen to mobilise the $3.5 trillion superannuation industry into the fledging affordable housing market to alleviate the housing crisis in Australia.
“Tectonic shifts” to the world order and associated policy responses are bringing enormous implications for how investments can be made and how companies can operate, experts say.
Not-for-profit insurance company HCF Life has collaborated with software company UnderwriteMe to launch Life Protect Insurance, which provides customers with personalised solutions that consider their respective circumstances, such as lifestyle, medical, and family history. Life Protect Insurance is available online and will replace the existing non-underwritten Smart Term Insurance product. HCF health insurance customers will … Read more
State Street Corporation’s front-to-back asset servicing platform, Alpha, now supports the entire ETF lifecycle with front, middle, and back-office capabilities. The State Street Alpha for ETF Issuers offering integrates Charles River Development’s front-office products with State Street’s ETF servicing capabilities to deliver end-to-end technology and processes for ETF issuers. State Street Alpha provides a centralised … Read more
Certified financial planner Neil Kendall has received a Medal of the Order of Australia for his contribution to the financial planning profession. Kendall is the managing director of independent financial planning company Tupicoffs, provided leadership to the Financial Planning Association (now Financial Advice Association) over several years, and has won several professional awards, including the … Read more
The FAAA has presented Lipman Burgon financial adviser Kristine Pham with the Gwen Fletcher Memorial Award for semester one of 2023. Sydney-based Pham joined Lipman Burgon in 2021 and has seven years of experience in financial planning. The Gwen Fletcher Memorial Award is named after the late ‘First Lady of Financial Planning’. It recognises the … Read more
TelstraSuper’s chair Anne-Marie O’Loghlin has been named Member of the Order of Australia in the 2023 King’s Birthday Honours Awards for her service to the superannuation industry, women’s rights and the wider community. “This is a well-deserved honour for Anne-Marie whose skills and experience including her tireless work and dedication to improving retirement outcomes for … Read more
TelstraSuper’s chair Anne-Marie O’Loghlin has been named Member of the Order of Australia in the 2023 King’s Birthday Honours Awards for her service to the superannuation industry, women’s rights and the wider community.
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Investment Magazine provides in-depth, monthly analysis of trends and developments for all the businesses in which superannuation funds engage‚ including asset allocation, investment manager selection, custody and fund accounting, member administration, group insurance and compliance.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
