SUPERANNUATION FUNDS

People & Products

Four senior consultants at actuarial and financial services consulting firm Professional Financial Solutions (PFS) will become equity partners and directors of the firm....

Financial planning

OnePath acknowledges confusion over super contribution caps, but urges planners to keep it simple....

Editorial

Too much attention on the details can mean forgetting about the fundamentals. David Court traces the intricate eligibility rules applying to SMSFs and the consequences of...

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Financial planning

The use of advice technology by industry funds is not something to fear according to a technology provider....

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Superannuation

Superannuation funds will soon have to provide consumers with greater transparency around investment risk with the introduction of a new industry guideline....

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Superannuation

ASFA has moved to extend its education services to SMSF trustees....

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Superannuation

While it is widely known that the expenses of retirees aged 70 are well above the full age pension, expenses for those aged over 90 still far exceed allowances from the G...

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Superannuation

New research from ASFA reveals the cost of a comfortable retirement has increased....

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Superannuation

The proposed lifting of the tax-free threshold for low-income earners has implications for super....

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Superannuation

Retirees looking to lead a comfortable lifestyle will now need almost $700 extra per year....

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Financial planning

National Australia Bank's (NAB's) direct asset manager business, nabInvest, has acquired a non-controlling interest in the US-based Altrinsic Global Advisors for an undis...

Editorial

While financial planners have warned that the FOFA changes will be significant, Mike Taylor reports that the Government does not see that as an impediment to achieving it...

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Financial planning

The Federal Government has handed Medicare responsibility for administering compassionate early release superannuation....

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Superannuation

The Australian Institute of Superannuation Trustees (AIST) has supported the Federal Government's budget proposition to clear up rules on capital gains tax (CGT) for trad...

Financial planning

BNP Paribas Investment Partners (BNPP IP) has launched a new fixed income capability in a bid to capture interest from investors seeking a more defensive option....

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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...

6 days 14 hours 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 5 days ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

3 weeks 4 days ago