FINANCE

Life/Risk

The underinsurance gap in Australia can be helped through technology innovation, enhanced member engagement, and creative thinking by super funds, Rice Warner believes....

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Superannuation

The GFC, divorce, fraud, and foreign super funds should be considered by the Government when consulting on the $500,000 super lifetime cap proposal, DBA Lawyers believes....

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Financial planning

Advisers must broaden their client base to avoid being pigeon-holed as a retirement specialist, according to Count Financial....

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Funds management

Australia’s ETP industry reached an all-time high in August, with smart beta and active ETPs attracting the lion’s share, according to VanEck....

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Policy & Regulation

The ATO will not automatically impose penalties on businesses and individuals for incorrect tax returns....

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Financial planning

ASIC’s digital advice regulatory guidance has demonstrated that financial advice law is not technology-neutral, especially where laws were created with older platforms in...

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Policy & Regulation

CommSec paid a penalty of $700,000 to comply with two infringement notices and voluntarily refunded $1.1 million in brokerage to over 25,000 clients....

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Superannuation

Industry super fund, Energy Super, has announced the appointment of a Clearview financial adviser for the Townsville region....

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Funds management

Atrium Investment Management has chosen the Colonial First State wrap platform to launch a new SMA solution....

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Superannuation

IQ Group has created the new role of managing principal to strengthen consulting and managed services capabilities....

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Funds management

Saxo Capital Markets has reduced its intraday margins and trading costs by up to 30 per cent on their CFD index trackers. ...

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Accounting

Accountants moving into the SMSF advice space need to think about low-cost fee structures as they look to compete with firms that are using technology to find cheaper sol...

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Funds management

Australian Ethical reported strong financial results for the year ended 30 June, with a 53 per cent growth in NPAT on the back of stronger demand for ethical investing....

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Financial planning

Fixed income research platform, BondAdviser, has partnered with independent advisory firm, Baillieu Holst....

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Funds management

T.Rowe Price’s Australian Equity fund has been added to BT Financial Group’s High Services List....

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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 3 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....

2 months 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 6 days ago

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

6 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

3 days 18 hours ago