Legalsuper appoints investment and commercial execs
Legalsuper has appointed Paul Murray as its chief investment officer, Colin Adamson as chief commercial officer and Alissa Knight to the office of the CEO and strategy.
March 28, 2024
Union boss joins Spirit Super board
Spirit Super has appointed Andrew Dettmer, national president of the Australian Manufacturing Workers Union, to its board, replacing David Smith who is finishing his term after 12 years as a member representative.
March 28, 2024
First Nations Foundation locates $25.2m in lost super
First Nations Foundation has reconnected Indigenous communities with $1.2 million in superannuation in 2023, boosting the overall total of super located to $25.2 million.
March 28, 2024
Super fund advice fees shortcomings unaddressed in QAR legislation
Legislation tabled in Parliament addressing Stream One of the Quality of Advice Review reforms leaves unchanged provisions relating to how superannuation trustees can deduct financial advice fees from members’ accounts. The industry believes this will impact the QAR’s stated goals of improving advice affordability and accessibility.
March 27, 2024
QMV Legal closes shop following Novigi acquisition
Novigi has closed its specialist superannuation law advisory practice, QMV Legal, with managing partner Jonathan Steffanoni set to start a new firm.
March 27, 2024
Former Funds SA CEO to lead NZ Super
Jo Townsend has been appointed chief executive of the Guardians of New Zealand Superannuation, the Crown entity that manages the NZ$70 billion ($64 billion) sovereign fund NZ Super.
March 27, 2024
The client comes first – Designing a multi-asset portfolio to maximise client outcomes
The rise of managed accounts might make managed funds seem like an outdated vehicle, but diversified managed funds can play a crucial role in client portfolios, alongside managed accounts.
March 27, 2024
Contrarian investing a valuable path through choppy waters
It’s easy to feel the desire to back yesterday’s winners in the markets, and it can be a difficult environment to be in when they’re still succeeding, but if a bubble forms and it bursts, it’s important to have downside protection.
March 27, 2024
Taking a defensive position amid turmoil
To provide a counterbalance against potentially overvalued equity exposure, portfolios need to have defensive assets. But while fixed income has traditionally been used to provide that balance, there are overlooked options in the market.
March 27, 2024
Settled regulatory landscape boosts M&A confidence
Little to no regulatory change in the past couple of years has seen an uptick in buyers and sellers in the advice M&A market. It comes amid more business owners feeling confident about selling their businesses and transitioning to retirement with post-Hayne royal commission law changes being settled.
March 26, 2024
‘Perhaps there was another way’: 20 years on with Integro
Two decades ago, Integro Private Wealth managing partner Justin Gilmour decided it was time to leave the “transactional based” bank-style of financial planning, instead launching a firm that embraced a whole-of-wealth approach.
March 26, 2024
