SUPER FUNDS

Financial planning

Aviva gives significant tax refunds to members....

Editorial

For a long time now, super experts have been suggesting that the Australian equities performance bubble, so long the backbone of double digit returns for funds, is sure t...

Financial planning

The Plum Superannuation Fund has received Qualifying Recognised Overseas Pension Scheme (QROPS) status, enabling it to accept transfers from UK pension funds without memb...

Financial planning

New research performed by chartered accounting firm Deloitte regarding the asset allocations being employed by superannuation funds has revealed their increasing appetite...

Financial planning

A series of advertised competitions offering prizes as an incentive to ING superannuants to consolidate their super into ING’s super products is remarkable for both the n...

Financial planning

The new Simpler Superannuation rules have divided baby boomers, with a new study revealing the generation is split three ways on the debate....

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Superannuation

The head of technical services at a leading fund manager has warned financial planners that self-managed superannuation funds are likely to come under greater tax scrutin...

Funds management

New research by consultant Inalytics has found that, contrary to conventional wisdom, most fund managers cull their overperforming stocks and hold on to their underperfor...

Funds management

As the current rate of superannuation inflows force Australian investors to look at investing in offshore listed stocks, fund managers should be wary of responding by flo...

Financial planning

One of the better performing investment strategies employed by superannuation funds in 2006 were multi-sector options with high weightings to local shares, according to r...

Financial planning

The majority of Australians want their superannuation funds to be more influential in the corporate governance, social and environmental practice standards of the compani...

Financial planning

The promoter of a scheme offering the early release of superannuation benefits has pleaded guilty to dishonestly inducing persons to deal in financial products in the Sou...

Financial planning

Pressure on super funds to move to full daily unit pricing as a means of distributing investment earnings to members is “unfair on the many funds that have well construct...

Financial planning

The latest SuperRatings data has revealed returns for the balanced investment option on most superannuation funds during the month of September were strong, with a median...

Editorial

More and more planners chasing consistent returns are happy to blend indexed and non-indexed product. Why? Because it all comes back to the view that out performance invo...

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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 ago

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

3 weeks 5 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 2 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. ...

1 day 16 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...

21 hours ago