SUPERANNUATION FUND

Financial planning

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Superannuation

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Financial planning

Macquarie Adviser Services has provided financial planners with a new booklet clarifying strategies they may be able to implement for their clients to take advantage of t...

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Life/Risk

The Government’s simpler superannuation initiatives have created inconsistencies that could result in people ending up with low or inadequate levels of death and total an...

Financial planning

The FSP Portfolio Services platform, Portfolio Services Wrap, has passed the $1 billion mark in funds under administration 18 months earlier than its management had forec...

Financial planning

One solution will not fit all clients under the new superannuation rules, warns ING technical services manager Andrew Lowe....

Financial planning

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Financial planning

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Superannuation

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Financial planning

Almost two-thirds of working Australians with a mortgage have no income protection insurance, according to new research from Mercer Wealth Solutions....

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...

Financial planning

Future Fund chair David Murray has declared that the fund will not interfere in the corporate governance affairs of the companies it is invested in to a greater extent th...

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Financial planning

Many financial planners are declining to make superannuation switching recommendations due to a dearth of available research into individual funds, particularly industry ...

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Financial planning

ASIC is still closely monitoring the use of financial planning dealer groups’ approved product lists to ensure they do not give rise to investment advice that is given wi...

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Financial planning

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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 6 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 5 days ago

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

5 days 7 hours ago