SUPERANNUATION FUNDS

Policy & Regulation

Tax is second largest cost incurred by funds but is not given due regard by fund executives, according to consultant Gabriel Szondy....

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Financial planning

A reluctance to commit to infrastructure investment may prompt the Federal Government to look to alternatives such as bonds to fund future projects....

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Funds management

A lack of assertiveness by super funds against fund managers suggests they are captive to agents and service providers, according to the chair of the Government's review ...

Financial planning

Consolidation of dealer groups will be driven by commercial imperatives, with informal FPA modelling finding it costs smaller dealer groups $126,000 a year to support a s...

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Financial planning

Financial advice is now rated as the most valuable employee benefit, particularly among people over 50, according to Mercer's David Anderson. Meanwhile, FPA chief Jo-Anne...

Financial planning

According to research commissioned by the Association of Superannuation Funds of Australia (ASFA), 67 per cent of respondents are concerned that the current Superannuatio...

Financial planning

A soft compulsion system for super would help overcome the apathy most working Australians have towards their super without increasing the financial burden on businesses,...

Policy & Regulation

Research commissioned by ASFA sends a strong warning to the Federal Government not to dip further into the superannuation pool, while also pointing to a lack of confidenc...

Financial planning

The former chief executive of Westpac, David Morgan, has warned that overly competitive BDMs and excessively conservative lawyers could get in the way of simple advice....

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Financial planning

ING has called for a major overhaul of longstanding components of superannuation in its submission to the Cooper Review, including changes to the existing trust/trustee s...

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Financial planning

Recent events have served to significantly undermine Australians’ confidence in super as a savings vehicle, and the industry has its work cut out to restore that faith....

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Financial planning

New software is being introduced that will allow superannuation funds to take members right through to a draft Statement of Advice - all online and without needing to tal...

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Financial planning

QIC argues that properly-implemented ATI solutions could deliver super funds an extra one per cent a year....

Financial planning

The market for financial planning jobs is recovering slowly but remains well down on last year, with the recruitment efforts of AMP and the major banks confusing the issu...

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Editorial

Chris Bowen has sent a clear message that the Government will be cherry-picking the recommendations of the Henry Tax Review....

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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 7 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 4 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