SUPERANNUATION

INDUSTRY NEWS

With the oldest of the baby-boomer generation now pushing 60, the Government is making a concerted push to keep older workers in the workforce to lessen the burden on the...

INDUSTRY NEWS

Shaw Stockbroking has made its first entry into the broad investor market with the launch of a managed discretionary account (MDA) aimed at servicing the needs of the gro...

INDUSTRY NEWS

Western Australian-based dealer group Wealthsure has entered into an agreement to use Multiport software in the administration of its clients’ self-managed superannuation...

INDUSTRY NEWS

Australian baby boomers are looking to spend their retirement living life to the full, and are actively planning to be able to sustain it, according to a Commonwealth Fin...

INDUSTRY NEWS

New research conducted by Mercer Oliver Wyman in the UK has identified four distinct life stages in the 50 plus age group, which it feels financial product providers will...

INDUSTRY NEWS

The latest AMP Capital/Investment Trends SMSF Investor Report has revealed compliance is now clearly the number one challenge being faced by people running their own supe...

INDUSTRY NEWS

BT Financial Group has become the latest entrant into the self-managed superannuation administration market, launching a service to administer SMSF funds and small Austra...

INDUSTRY NEWS

After you’ve clocked up a few years in the workforce, those fantasies about driving off into the sunset seem to come up a lot more frequently. But if the federal governme...

INDUSTRY NEWS

With the marketplace gearing up for over 55’s to implement the Transition to Retirement (TTR) Strategy, financial planners and accountants need to ensure they optimise th...

INDUSTRY NEWS

Over 50 per cent of baby boomers believe they are only “somewhat ready” in terms of their financial preparations for retirement, with another 20 per cent saying they were...

INDUSTRY NEWS

Superannuation is quite often overlooked in year-end tax planning in favour of more income tax related solutions. However, the reality is that superannuation, while compl...

INDUSTRY NEWS

The Investment and Financial Services Association (IFSA) has released its second Policy Options for Retirement Incomes and Long Term Savings report, which contains recomm...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 2 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 3 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month 4 weeks ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

1 week 4 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

4 days 20 hours ago

A relevant provider has received a written direction from the Financial Services and Credit Panel after a superannuation rollover resulted in tax bill of over $200,000 fo...

4 weeks ago