SUPER FUND

Life/Risk

CommInsure plans to make superannuation funded insurance more attainable and less financially painful for all Australians, with its latest offering. ...

image
Superannuation

Kinetic Super has announced the launch of an intra-fund advice service where members can get limited financial advice on their account. ...

image
Superannuation

Most employers are not up to speed on streamlined superannuation reporting, despite it being a little over a month away....

image
Superannuation

The Institute of Public Accountants has joined the growing chorus of industry players arguing for the reintroduction of the LISC....

image
Financial planning

Despite financial planning being the most valued service offered by a super fund, only a small percentage of members use it....

image
Superannuation

Generation Y are disengaged with their super and planning advice and rely on employers and families for investment advice. ...

image
Superannuation

Self-managed superannuation firm Exelsuper has cemented its move into the planning space with the acquisition of Oxford Financial Services. ...

image
Superannuation

ATO Assistant Commissioner Megan Yong urges women to think about their super to help overcome the retirement savings shortfall many are currently experiencing....

image
Financial planning

Industry fund members are less involved when it comes to planning for the future than members of other types of superannuation funds, latest report finds....

image
Superannuation

UniSuper has combined with its new life insurer TAL to develop a new tool that allows members to make insurance cover changes in real time....

image
Funds management

Funds under management and advice (FUM/A) held in retail and wholesale managed funds shot up by 16.4 per cent to $953 billion in the 12 months to September....

image
Financial planning

Bravura Solutions has received a mandate from an existing state superannuation fund client for the use of Bravura's Babel software as part of a SuperStream solution. ...

image
Financial planning

SMSF administration solution provider BGL has released the closed beta version of its Simple Fund 360 products to clients with a view to making it fully available later t...

image
Financial planning

A financial planning executive said professional, holistic advice services should not be thrown into the same bucket as low-level intra-fund advice when talking about the...

image
Superannuation

The Australian Taxation Office has sought to make SMSF trustees aware of changes to reporting arrangements which came into effect from 1 July, this year....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

3 weeks 1 day ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 6 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

6 days 11 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

2 days 2 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...

1 day 6 hours ago