SUPERANNUATION FUNDS

Financial planning

Almost 500,000 or 8 per cent of those Australians eligible to determine their own super fund under impending choice of fund legislation will opt to do so according to new...

Superannuation

A self-managed superannuation fund adviser, who allegedly recommended consumers with as little as $8,000 in superannuation set up self-managed funds and then charged them...

Superannuation

Industry super fund Asset Super has modified its trust deed to meet the ‘transition to retirement’ rules, which came into effect on July 1, enabling it to offer a non-com...

Financial planning

The secretary of the ACTU, Greg Combet has expressed concern that superannuation funds are too often being placed under pressure to achieve good short-term returns at the...

Editorial

A recent survey conducted by Mercer showed some useful results for the super industry preparing for choice of fund. Mike Taylor reports....

Editorial

Tailoring services to meet the needs of funds has become the mantra for administration businesses in the super sector. Damon Taylor reports....

Editorial

A substantial portion of the Australian superannuation industry are ill-prepared for the Government’s new choice of fund regime, according to the findings of the latest I...

Editorial

In the results of our Super Review Top Super Funds Survey one thing is clear: super fund numbers are rapidly shrinking. Mike Taylor reports...

Financial planning

Members of superannuation funds that still use a credit rating approach to allocate investment earnings could suffer significant financial losses if they switch funds....

Financial planning

James Fielding Infrastructure has launched a growth fund which will primarily invest in the equity and quasi-equity of unlisted infrastructure assets....

Financial planning

The Australian Taxation Office has been urged to get its administration of the tax file numbering system applying to superannuation funds and trusts up to the same standa...

Financial planning

Following the Senate’s rejection of the Bill to abolish the superannuation surcharge on Wednesday, the Association of Superannuation Funds of Australia has called for sup...

Funds management

The Australian Prudential Regulation Authority has added to the list of frequently asked questions for superannuation licensing on its website, with the inclusion of ques...

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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...

4 days 14 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 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