INDUSTRY FUNDS

Editorial

When the industry funds refer to “vertically integrated financial institutions” they are really referring to the major banks and insurance companies. And they are right. ...

Financial planning

The Australian Securities and Investments Commission’s submission to the Ripoll Inquiry has raised the stakes for the future of the financial planning industry but has al...

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Financial planning

ROBERT KEAVNEY assesses the IFSA Charter on superannuation, and concludes it will lead to a fundamental change in corporate superannuation advice....

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Superannuation

Industry super funds offer superannuants many of the benefits of self-managed superannuation funds, without their downsides, according to Industry Funds Financial Plannin...

Financial planning

A continued resurgence in listed markets could result in further downward revaluations in unlisted assets and a consequent narrowing or reverse of the favourable performa...

Financial planning

The degree to which superannuation funds comply with the regulatory constraints surrounding the new intra-fund advice regime will rely on how closely they are watched by ...

Funds management

It has been asset allocation not lower fees that has seen industry funds outperform the retail master trusts in nine out of the past 10 years, according to Chant West....

Financial planning

It is the role of public servants to implement the policy determined by elected governments. That does not mean the public servants are not entitled to differing views, i...

Financial planning

Industry Funds Financial Planning has capped its fees for the new financial year at the same hourly rate charged last year....

Financial planning

A Queensland financial planner has used his submission to the Rippoll inquiry to question the motives and actions of industry superannuation funds in what he views as a "...

Financial planning

Squabbling on the part of groups of financial planners is serving to undermine the broader interests of the financial planning industry, according to the chief executive ...

Financial planning

Federal Government agreement for super funds to give limited intra-fund advice to their members represents a growth opportunity for Industry Fund Financial Planning, acco...

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Editorial

It ought come as no surprise to most Australian financial planners that they have an image problem and that they represent an easy target for what was once known as the ‘...

Financial planning

Despite three consecutive months of growth, the latest Chant West data confirms Australian superannuation fund members are set for another deeply negative financial year....

Financial planning

Industry Funds Management chairman Garry Weaven has rejected the notion that write-downs for industry funds would occur this year or next....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

5 days 16 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 1 day ago