SUPERANNUATION FUNDS

Financial planning

The latest SuperRatings data has revealed returns for the balanced investment option on most superannuation funds during the month of September were strong, with a median...

Financial planning

The Government should proactively encourage Australians to seek superannuation advice to help maximise their retirement incomes, according to the Financial Planning Assoc...

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Financial planning

The Financial Planning Association has called for changes to be made to the Financial Services Reform Act to ease the burden of compliance on financial planners and make ...

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Financial planning

Australian investors are spending four times the amount on overseas property compared to the same time last year, according to Jones Lang LaSalle research....

Financial planning

Many financial planners are declining to make superannuation switching recommendations due to a dearth of available research into individual funds, particularly industry ...

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Financial planning

The Australian Securities and Investments Commission has welcomed early reporting of misconduct by financial services licensees and banned a former Genesys financial advi...

Financial planning

ASIC is still closely monitoring the use of financial planning dealer groups’ approved product lists to ensure they do not give rise to investment advice that is given wi...

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Financial planning

After an extensive consultation period with industry bodies and other stakeholders, the Government has announced the final version of its Plan to Simplify and Streamline ...

Financial planning

An authorised representative of Count Financial has had limitations placed on his advisory activities by the regulator after a follow-up investigation into the superannua...

Financial planning

Comparing the benefits of various superannuation funds will be made simpler for advisers following the launch of a research resource from Mercer Investment Consulting....

Financial planning

AMP Financial Planning has given the Australian Securities and Investments Commission an enforceable undertaking relating to the provision of superannuation switching adv...

Financial planning

A legal loophole that allowed the funnelling of money into superannuation to defeat creditors will be closed under changes announced by the Federal Attorney General and t...

Financial planning

The value of a Parliamentary Inquiry, the terms of reference of which appear to favour retail superannuation funds over their industry counterparts, is being questioned b...

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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 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