SUPER

Life/Risk

The Australian Securities and Investments Commission has raised the possibility that some of the direct sales models being used by life insurance companies could breach t...

image
Superannuation

SuperRatings’ analysis of Australia’s best-performing superannuation funds over the last ten years is dominated by industry super funds, as the superannuation industry as...

image
Financial planning

Managed Accounts Holdings has completed its acquisition of Linear Financial and commenced integration of the businesses....

image
Superannuation

Industry Super Australia has continued its attack on the Federal Government’s superannuation reforms, yesterday saying that the proposed legislation will fail to prevent ...

image
Superannuation

ASFA has urged Australians to take advantage of current policy and place their tax return into a super fund....

image
Superannuation

Industry Super Australia has accused the big banks and retail super funds of deliberately confusing consumers by offering them too many super choices....

image
Superannuation

Software solutions provider Class has released an insights report on the effects of superannuation policy reforms on gender equality and self-managed superannuation funds...

image
Superannuation

Women now account for 38.7 per cent of super account balances, compared to 23 per cent in 1994, according to ASFA....

image
Superannuation

ISA has analysed SuperRatings’ data on industry super fund performance versus retail fund performance to argue against proposed governance changes....

image
Policy & Regulation

The ATO has signalled that SMSF property developments and concessional cap manipulation are on its regulatory radar....

image
Superannuation

Industry Super Australia has revealed what many of its critics wanted to see – its revenue line – but has left the veil of commercial confidentiality draped over its adve...

image
Life/Risk

A life insurance policy lapse is not the issue but rather if the advice given was poor, according to a panel....

image
Superannuation

The Australian Institute of Superannuation Trustees has claimed industry and profit-to-member funds will be disadvantaged by RG97 because of the nature of their asset all...

image
Superannuation

Financial planners need to communicate future uncertainty in a nuanced and careful manner, according to Milliman....

image
SMSF

SMSF trustees could potentially miss out on thousands of dollars in tax savings if they miss the CGT relief election deadline, the SMSF Association warns....

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 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 4 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 18 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...

23 hours ago