SUPER FUNDS

Superannuation

Investors are turning to their superannuation funds for help and direction as a third successive year of volatility and poor returns hits their livelihoods, with retirees...

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Superannuation

Institute of Chartered Accountants specialist Liz Westover joins with the Superannuation Complaints Tribunal in pointing out the sensitivity around rollovers in volatile ...

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Superannuation

If implemented properly, a shift to providing data via the 'cloud' can be a boon for SMSFs, according to David Mendelovits, business development manager for Supercorp....

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Superannuation

Recent market volatility has highlighted the importance of being able to receive advice from your superannuation fund, according to the Industry Super Network (ISN)....

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Financial planning

The second market downturn in three years may prompt super fund and platform sectors to finally start developing more protected growth linked retirement income solutions,...

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Financial planning

The use of advice technology by industry funds is not something to fear according to a technology provider....

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Financial planning

Technology solutions could boost planner engagement with all clients, particularly C and D clients, according to Decimal....

Superannuation

The writing is on the wall that more responsibility will fall on individuals to fund their own retirement. The need for better post-retirement solutions to deal with long...

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Financial planning

Fund managers with digitised short-form Product Disclosure Statements (PDSs) are altering the online accessory documents so often that they are in danger of accidentally ...

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Superannuation

Super funds providing scaled advice to their members may soon be required to play by the same rules as the rest of the financial planning sector, as the corporate regulat...

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Financial planning

Advisory technology of the kind used by super funds to provide limited advice could help advisers and dealer groups retain and profitably service C and D clients in a fee...

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Policy & Regulation

Yesterday’s carbon tax announcement will bring certainty for large super funds looking to invest more in clean energy and technology, the AIST has said....

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Superannuation

SMSF trustees need to look outside the square with respect to property investment....

Superannuation

Tax deductions are available for income protection insurance premiums both inside and outside of superannuation. CommInsure's Jeff Scott explains....

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Superannuation

Regulated superannuation funds are increasingly being seen as a 'honey pot' and should largely be excluded from the Government's proposed compensation levy system, accord...

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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...

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 14 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 5 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 9 hours ago