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RETAIL FUNDS
SMSF
Large Australian Securities Exchange listed companies should structure their capital raising offers to maximise access for all investors to a proportionate offer and set ...
Superannuation
The Australian Prudential Regulation Authority has revealed that it has almost seven times more former retail superannuation fund staffers than those who have worked in i...
Superannuation
Membership fees are the lifeblood of industry superannuation funds and new analysis has revealed they appear to have taken a mighty hit from the Government’s hardship ear...
Funds management
The firm is reviewing staffing levels, senior management salaries, and directors’ fees as a result of the COVID-19 pandemic....
Policy & Regulation
The Australian Securities and Investments Commission was only conducting five investigations relating to industry funds compared to 16 relating to retail funds. ...
Financial planning
The quality of advice provided by retail funds and industry funds have been found to be similar, according to the Australian Securities and Investments Commission....
Financial planning
The Australian Securities and Investments Commission has acknowledged the likelihood of an advice gap, particularly for lower income earners, but is looking to superannua...
Superannuation
New industry funds research points to a continuing glaring gap between the fees charged by bank-owned retail superannuation funds and those charged by industry funds....
Superannuation
Industry Super Australia has told the Productivity Commission that some retail funds and self-managed superannuation fund promoters have pursued ‘confusion marketing stra...
Superannuation
As the banks face issues with customer satisfaction so too have their associated super funds, with industry funds having increased their customer satisfaction ratings ove...
Superannuation
The Federal Government has accommodated the wishes of industry funds by extending the so-called “superannuation outcomes test” to choice products, most of which reside wi...
Superannuation
The chief executive of the Association of Superannuation Funds of Australia, Dr Martin Fahey has argued that there are good reasons for ‘for profit’ superannuation funds ...
Superannuation
Industry funds have used a Productivity Commission report on investment returns to call for regulatory action against underperforming retail superannuation funds....
Superannuation
New research has revealed declining satisfaction with retail funds among high account balance holders while industry funds gain the benefits....
Financial planning
The payment of grandfathered commissions to financial planners is still very much in the gunsights of the Royal Commission into Misconduct in the Banking, Superannuation ...
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MARKET INSIGHTS
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....