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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....
From my perspective, 40- 50% of people are likely going to be deeply unhappy about how long they actually live. ...
Super director remuneration ...
No doubt true, but most of it is still because over 45’s have been upgrading their houses with 30 year mortgages. Money ...