superannuation fund

Tools & guides

Understanding superannuation’s bring forward rule

How is the ‘bring forward rule’ triggered, and what happens when the $450,000 cap is only partially used at or around the time a client turns 65? Colonial First State's t...

Superannuation

Planners and super funds need new models to target younger clients

Financial planners as well as super funds targeting clients have to develop a new holistic model of advice to attract the younger generation of superannuation asset holde...

Superannuation

SMSFs and financial services regulation

David Court delves into the reasons why SMSFs are financial products, and the licensing implications that flow from having that status. A later article will examine the d...

Financial planning

Women's superannuation balances 'flatline' in their 40s: AIST

A study commissioned by the Australian Institute of Superannuation Trustees has emphasised the damaging effect that taking a career break has on women's superannuation ba...

Financial planning

TAL upgrades financial adviser tools and underwriting

TAL has upgraded its online financial adviser portal, the TAL Adviser Centre, with improvements to adviser online tools and functionality as well as product and underwrit...

Financial planning

APRA paying legal firms $3.5 million

APRA has confirmed it is paying legal firms in the order of $3.5 million in contractual arrangements around superannuation fund investigations....

Financial planning

Superannuation member statements need less focus on past performance

Short-term reporting and the supposed effect of past performance on the future benefits of a superannuation fund encourage unnecessary knee-jerk reactions from members, a...

Superannuation

A guide to the new excess contributions tax regime

David Court brings us up to date with the excess contributions tax and outlines some of the potential problems related to the Government's recent changes to the ECT....

Financial planning

APRA paying legal firms $3.5 million

APRA has confirmed it is paying legal firms in the order of $3.5 million in contractual arrangements around superannuation fund investigations....

Financial planning

Superannuation member statements need less focus on past performance

Short-term reporting and the supposed effect of past performance on the future benefits of a superannuation fund encourage unnecessary knee-jerk reactions from members, a...

Editorial

Superannuation reform requires more than just words

The Government may be talking the talk with respect to simplifying superannuation, but according to Liz Westover its actions on excess concessional contributions suggest ...