SUPERANNUATION FUNDS

Financial planning

The Labor Party has launched its superannuation policy revealing a number of new steps but has not departed from its core positions of investment choice for all members a...

Superannuation

A recent court case decided that a super contribution made just before bankruptcy was protected from the bankruptcy trustee – but, as Peter Bobbin reports, whether or not...

Financial planning

Australians are chronically underinsured – which should present great opportunities for advisers. Mike Taylor reports....

Financial planning

The Federal Government’s push to reduce the superannuation surcharge and expand government co-contributions bore fruit as the Senate passed both measures yesterday after ...

Financial planning

Financial planning business management group Customer Acquisition and Retention Management (CARM) formally launched its web-based Guided Planning System (GPS) today....

Superannuation

The Australian Labor Party is expected to outline a full choice superannuation model when it uses next month’s Association of Superannuation Funds Australia (ASFA) annual...

Financial planning

The Australian Parliament’s primary supervisory watchdog, the Australian National Audit Office, has recommended tightening the Australian Prudential Regulation Authority’...

Financial planning

Australia’s industry based superannuation funds have strongly rejected what they regard as the Federal Government’s “pre-emption of due process” by regulating for superan...

Financial planning

Assistant Treasurer Senator Helen Coonan has signalled the Government will not be departing from its approach to superannuation portability despite its portability regula...

Financial planning

The Investment and Financial Services Association (IFSA), the Financial Planning Association (FPA) and the Association of Superannuation Funds of Australia (ASFA) will jo...

Financial planning

Self managed superannuation funds (SMSFs) are gaining popularity as members choose to DIY rather than entrust super fund trustees with their retirement savings, according...

Financial planning

Choice of superannuation fund legislation is taking forever to pass through Federal Parliament. Lisa Bowman asks why....

Financial planning

Shadow minister for retirement incomes and savings, Senator Nick Sherry, has pointed to figures released last week by the Australian Prudential Regulation Authority on su...

Financial planning

The financial services industry has delivered a mixed response to the Federal Budget, with one association lambasting the Government for “walking away” from Australia’s r...

Financial planning

The Association of Superannuation Funds of Australia (ASFA) has confirmed an exclusive report from Money Management over a week ago that the SuperEC and MFundEC electroni...

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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...

3 days 18 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. ...

3 weeks 6 days 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 2 days ago