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Financial planning
Senior Australians are increasingly turning to planners for retirement incomes advice....
Superannuation
Super funds trustees need to use big data to provide concrete evidence that they understand their members’ needs, according to Milliman....
Accounting
Unlicensed accountants are being asked to ‘please explain’ by ASIC as they may be in breach of financial services laws, a law firm said....
Superannuation
An unpaid super debt would more likely to be paid with a simple phone call if super fund trustees step in early to recover it, IFS believes....
Superannuation
Superannuation may have to more clearly justify their expenditure on advertising campaigns via related parties under governance changes being proposed by the Australian P...
Superannuation
ASIC has disqualified an SMSF auditor after he audited the fund of a close family member and breached audit evidence requirements....
Funds management
Australian Ethical has reported a record quarter of net flows and a surge in membership numbers....
Superannuation
AIST has welcomed the digitalisation of superannuation choice forms, where a default fund must be named....
Superannuation
Family violence is one of the rare situations in which short-term financial needs are more compelling than the need to preserve super for retirement, according to HESTA....
Superannuation
There was a large disparity between what Australians expected to need to retire with versus what they actually had, according to a report....
Superannuation
The Australian Securities and Investments Commission (ASIC) has delayed the start dates applying to the Government’s superannuation budget changes....
Superannuation
Industry Super Australia has commissioned new research it claims proves the major banks are using super to gouge fees....
Superannuation
The industry superannuation funds are using new research to claim that retail superannuation funds should be required to have higher levels of transparency on fees....
Financial planning
Self-managed super fund software provider, Class had entered into a partnership with financial advice specialist, Plenty Plus....
Superannuation
The super reforms could throw a hefty spanner into a significant percentage of SMSF members’ contribution strategy and overall wealth plan, according to Class....
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Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....