SUPERANNUATION FUNDS

Superannuation

The ATO has been warned some superannuation funds will struggle to be ready to meet changes in rollover requirements....

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Financial planning

The Australian financial services system is in danger of being unable to comply with the new foreign tax compliance system proposed by the United States, according to the...

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Superannuation

A study currently being conducted by the University of Adelaide may allow both current and prospective SMSF trustees to make greater cost comparisons, according to Plaza ...

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Superannuation

Superannuation funds need to consider being named on company share registers to give their members more transparency, according to chief executive of the Australasian Inv...

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Superannuation

Figures from ASFA's Retirement Standard have shown costs for a comfortable retirement and modest retirement vary greatly and are largely affected by costs for leisure goo...

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Financial planning

The amount Australians are prepared to pay for financial advice has slipped over the past year, with the gap between expected and actual cost of advice widening....

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Financial planning

The Government’s meddling with superannuation has earned the ire of a broad cross section of the financial services industry....

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Financial planning

The Government has confirmed the degree to which the financial services industry will be slugged to deliver on elements of its Stronger Super levy....

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Superannuation

Cbus' 2012 annual report has announced the superannuation fund's new standards for disclosure, two months after the Financial Services Council announced plans for members...

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Editorial

If, as is being widely speculated, the Federal Government uses the Federal Budget to once again alter the tax setting around Australia’s superannuation system, the ALP wi...

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Superannuation

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...

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Superannuation

Superannuation funds "should be as transparent as listed companies", says Financial Services Council chief executive John Brogden....

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Superannuation

Superannuation funds must ensure they are 'fiduciaries first and marketers second', according to Superannuation Complaints Tribunal chair Jocelyn Furlan....

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Financial planning

All financial advice is scaled to some extent, and 'there isn't some form of separation between holistic and scaled', according to ASIC senior executive leader Ged Fitzpa...

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Superannuation

Government warned that the costs of tinkering with superannuation could far outweigh the benefits....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 2 weeks 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 21 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 4 days ago