BT

Superannuation

Questions about total super balance and concessional contributions are on advisers' minds this quarter, according to BT....

People and Products

Australian Retirement Trust has welcomed BT executive, Kathy Vincent, as its new chief of retirement following the creation of the role earlier this year. ...

People and Products

Mercer Super Trust has completed the merger with BT to create a fund with $63 billion in assets under management....

Financial advice

The reduction in eligibility age for downsizer contributions is among top questions asked by clients of the BT technical team. ...

Superannuation

Westpac has reached a $29.9 million settlement in a class action brought against its subsidiaries BT Funds Management and Westpac Life Insurance Services....

People and Products

Equip Super has announced three senior appointments as it believes a recession is on the horizon, including specialists in alternatives and defensive assets. ...

People and Products

The Association of Superannuation Funds of Australia has appointed AMP director of platforms, Edwina Maloney, to the board....

SMSF

Self-managed superannuation fund clients wishing to make a large concessional contribution over and above the concessional contribution cap should aim to split it over th...

Superannuation

Clients are still going to need to meet the work test if they want to claim a deduction for a personal contribution despite the removal of the work test for voluntary con...

Superannuation

The superannuation guarantee and the COVID-related measures on minimum pension drawdowns are among the top enquiries by advisers this end of financial year....

Superannuation

Westpac and BT Funds Management have entered into a Heads of Agreement to merge BT’s personal and corporate superannuation funds with Mercer Super Trust, through a succes...

Superannuation

Westpac is expecting to sign a heads of agreement for its underperforming BT Super MySuper product by the end of the financial year....

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Grant Banner

From my perspective, 40- 50% of people are likely going to be deeply unhappy about how long they actually live. ...

4 months ago
Kevin Gorman

Super director remuneration ...

4 months ago
Anthony Asher

No doubt true, but most of it is still because over 45’s have been upgrading their houses with 30 year mortgages. Money ...

4 months ago

The Association of Superannuation Funds of Australia has appointed a new director representing industry funds, among a number of other appointments in recent months....

1 day 7 hours ago

The asset manager is bolstering its investments in the global energy transition and climate opportunities....

1 day 14 hours hence

The ethical investment manager has reported record FUM as its growth trajectory continues apace....

2 days 7 hours ago