Jane McKinnon has worked with an impressive portfolio of local and global financial services institutions. She holds a Masters in Technology and a Bachelor of Business, and is highly sought for complex transitions and successor fund transfers. Jane has exceptional advisory and relationship management capability.
Read MoreKenjoe Bu is rising fast as a highly sought consultant to Australia’s largest financial institutions. His reputation is built on advanced reasoning and critical thinking with a fresh and entrepreneurial perspective. Kenjoe’s uncommon attention to detail and industrious output combined with his next generation approach is very powerful.
Read MoreOn 17 February 2021, the Government introduced and read a first time Treasury Laws Amendment (Your Future, Your Super) Bill 2021 (Bill). The Bill was then referred to the Senate Economics Legislation Committee with a report due on 22 April 2021.
Read MoreContact centre overflow at superannuation funds and third-party administrators has relied upon incredible ingenuity and innovation to manage extreme demand amid the COVID-19 crisis. Current inbound member enquiry is consistently greater than double the norm with major spikes observed tripling and quadrupling enquiry rates.
Read MoreTrustees need to ‘start their engines’ now to make sure they will be compliant with the design and distribution obligations that will come into effect on 6 April 2021. A project plan needs to be developed now that incorporates product and product governance audits. And that’s before the real work begins!
Read MoreInvestment performance might ebb and flow like the tide, but fees are as certain as death and taxes. This truth – enabled by advances in data processing – has underpinned the rise of cheaper ways of investing over the past decade.
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