SUPERANNUATION FUNDS

Superannuation

Expert panel advocates finding a concessional caps’ sweet spot and limiting lump sums....

image
Life/Risk

Funds receiving compulsory lost super transfers via the ATO should be required to deliver on insurance, says ASFA....

image
Financial planning

Tyndall Asset Management has launched an institutional version of its Tyndall Australian Share Concentrated Fund....

image
Superannuation

New analysis paints superannuation as a growth industry in the new financial year....

image
Life/Risk

New measures introduced in the 2013 Budget will have an important flow-on effect on insurance in super, writes David Glen. ...

image
Superannuation

Independent planners have been squeezed out of tendering for corporate superannuation - or so it seems for now. ...

image
Superannuation

The high level of unknowns resulting from rapidly completed super legislation will require the regulators to be tolerant....

image
Superannuation

ASFA has called for an independent review of large SuperStream costs....

image
Financial planning

ASFA's Pauline Vamos argues the increasing complexity involved in dealing with post-retirement issues justifies a specialist qualification for planners. ...

image
Financial planning

An Auditor-General’s report is unlikely to dampen financial services industry grumbling about how AUSTRAC is funded....

image
Financial planning

The move by governments and corporates to exit the pension business, combined with the first waves of baby boomers reaching retirement, has shifted a higher level of risk...

image
Financial planning

Provisio Technologies will offer its online advice tools to financial planners, expanding its user base from superannuation funds into the single and scale advice and pla...

image
Superannuation

Following SuperRatings criticism of the FSC/ASFA standard risk measure yesterday, ASFA has said it will incorporate the points made in a review of the SRM later this year...

image
Financial planning

Research house Lonsec has joined with actuarial consulting firm Milliman to launch a new service aimed at the Australian retirement income market....

image
Financial planning

Specialist manager Ardea Investment Management has pointed to current industry discussion around "outcome-driven investing" as being an extension of Inflation Linked Bond...

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...

1 month 1 week ago

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

1 month 2 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month 3 weeks ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

5 days 3 hours ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

4 weeks 1 day 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. ...

3 weeks 3 days ago