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SUPERANNUATION TRUSTEES
Financial planning
ASIC has told the Senate economics committee that it expects the requirement for superannuation trustees to check Statements of Advice won’t be “highly prescriptive” and ...
Financial planning
Financial services lawyers believe the government may have good intentions, but the proposed legislation leaves superannuation trustees targeting an unachievable “standar...
Financial planning
Advisers could find themselves unable to receive the fair market price of their advice as the Delivering Better Financial Outcomes legislation states superannuation trust...
People & Products
Equity Trustees has confirmed its intention to exit its UK and Ireland business and will write off $2.1 million associated with the investment....
Financial planning
The corporate and prudential regulators guidance on advice for superannuation trustees warns trustees about trusting financial advisers....
Superannuation
Product disclosure statements from superannuation and managed investment product issuers given on or after 30 September, 2022, must comply with the new fees and costs req...
Superannuation
The Australian Institute of Superannuation Trustees flagged that superannuation needed different treatment to other institutions by the Australian Prudential Regulation A...
Policy & Regulation
Industry funds body, the Australian Institute of Superannuation Trustees has urged that insurance claims handling be subject to the financial advice rules – something whi...
Superannuation
The holding company for Equity Trustees has lifted net profit to $19.7 million for the year to 30 June 2018, driven by investment in new technology, organic growth and co...
Financial planning
The financial advice sector will be slapped with a fixed levy of $1,500 under ASIC’s cost recovery framework, while super trustees will face a 'graduate component' based ...
People & Products
Alan Schoenheimer and Andrew Gale have been appointed as non-executive directors to the board overseeing NAB’s new super structure....
Financial planning
Actuaries claim many Austrlaian retirees are living too frugally and barriers impeding appropriate retirement products have to be removed....
Superannuation
AIST urges Government not to adopt Board of Taxation’s recommendations lifting the super payment threshold for low income workers to $1350 a quarter....
Superannuation
AIST and Mercer have joined hands to develop a super tracker to objectively evaluate the super system ahead of its response to the FSI....
Financial planning
The AIST has called on the Government to draw a distinction between bank aligned and independent financial planners....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...