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FUNDS MANAGEMENT
Superannuation
ASIC has completed surveillance of intra-fund advice delivered by superannuation funds including whether they’ve extended it to transition to retirement strategies....
Superannuation
While some industry super funds have been highly critical of planner remuneration based on asset-based fees, new analysis suggests declining membership and rising costs m...
Superannuation
The retirement incomes market is set to reach $1.08 trillion by the end of 2024, according to a report by financial services research firm DEXX&R. ...
Policy & Regulation
The Federal Treasurer, Joe Hockey, has dismissed the ALP’s high super account balance tax policy as a ‘tax grab’ but has not ruled out traversing the same issue in the Ta...
Superannuation
EQT and Divesa confirm media reports of non-binding proposal but say no conclusions should be reached....
Despite claims to the contrary, the latest super data suggests industry funds have not significantly out-performed retail funds since before the GFC....
Financial planning
Investors are refocusing their attention on growth opportunities over income, according to a report, that also finds that managed funds are making a comeback....
Funds management
Australia’s Big Four banks may be popular with shareholders, but they are struggling to convert them into clients, research reveals....
Funds management
Third-party funds management administrator, MainstreamBPO has moved to list on the ASX....
Superannuation
A new survey has revealed solid support for making access to superannuation lump sums limited and conditional....
People & Products
Nikko AM partners with Eurasia group on emerging markets approach....
People & Products
Argo Investments declares intention to launch infrasructure-focused LIC....
People & Products
Lonsec gives Principal Global Investors Investors Global Opportunities Equity Fund a “recommended” rating....
Funds management
Ironbark Asset Management has moved to acquire Certitude Global Investments....
Superannuation
Industry Super Australia says the super tax concessions need to be explicity linked to retirement income policy objectives, not estate planning....
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....