SUPERANNUATION

INDUSTRY NEWS

Industry super fund Asset Super has modified its trust deed to meet the ‘transition to retirement’ rules, which came into effect on July 1, enabling it to offer a non-com...

INDUSTRY NEWS

New survey data published by the Institute of Chartered Accountants has put paid to suggestions that the new choice of superannuation fund will lead to a surge in the est...

INDUSTRY NEWS

The Investment and Financial Services Association has released a fact sheet on self-managed super funds, the 30th fact sheet to be released in its online Getting the Edge...

INDUSTRY NEWS

The Australian Taxation Office is making sure that the trustees of self-managed superannuation funds are left in no doubt about their obligations with respect to the owne...

INDUSTRY NEWS

Controversial Government plans to ban self-managed superannuation funds (SMSFs) from providing defined benefit pensions have been delayed while Assistant Treasurer Mal Br...

INDUSTRY NEWS

In the lead-up to choice of fund, many clients and advisers may be comparing superannuation funds. When evaluating the merits of one superannuation fund over another, it ...

INDUSTRY NEWS

No one has been particularly surprised at the recent clash which has erupted between industry and retail super funds over the issue of choice, but the DIY super sector ha...

INDUSTRY NEWS

Last June the corporate watchdog went on the attack in the Apple Isle. As most people have probably heard by now, their victim, Hobart based adviser and authorised repres...

INDUSTRY NEWS

Anticipating a flood of self-managed superannuation funds being set up after July 1, the Australian Taxation Office and the Australian Securities and Investments Commissi...

INDUSTRY NEWS

Accountants could face fines of up to $220,000 if they provide misleading advice on self-managed super funds....

INDUSTRY NEWS

The Commonwealth Bank of Australia appears as one of the Superstars on this year’s list of leading investment platform providers. It is the second largest group in terms ...

INDUSTRY NEWS

The platform market has neatly divided itself into two segments — with providers such as Asgard, BT and Navigator in one group, and the other made up of a variety of smal...

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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 3 days ago

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

3 days 20 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

4 weeks 1 day ago