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...

image
Superannuation

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

image
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....

image
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)....

image
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,...

image
Financial planning

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

image
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...

image
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 ...

image
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...

image
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...

image
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....

image
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....

image
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...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

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

2 months 1 week ago

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

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 5 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks 4 days ago

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

4 days 20 hours ago