POWERED BY MOMENTUM MEDIA
SUPERANNUATION
Superannuation
The industry funds have given a cautious welcome to the Budget super changes but expressed concern about ultimate purpose of super....
Features
While the demand and need for financial advice is growing, advisers still feel that there are barriers to client acquisition and that the advice environment is challengin...
Features
While advisers need to strategise around the myriad of superannuation changes tabled in the 2016 Federal Budget, they should not implement changes just for the sake of it...
Superannuation
The big banks did not appear to have any systems or services in place to assist their members to recover unpaid super, according to ISA....
Tools & guides
Tim Howard looks at the changed treatment of certain contributions to defined benefit schemes....
Superannuation
Business owners, particularly women, were neglecting to pay themselves superannuation, and risked reaching retirement with a considerably lower balance than salaried empl...
Financial planning
The paternalistic attitude towards superannuation is not sustainable if the industry wants to close the gender wealth gap, according to the FSC....
Editorial
Allowing young Australians to access their super to fund home purchases is tantamount to crossing a quarter-horse with a donkey to deliver a not very pretty mule....
Features
Hope William-Smith looks at how changing family structures and the ageing population have required advisers to upgrade their estate planning expertise and how they are em...
Tools & guides
Marcus Evans looks at super changes and what advisers need to know when dealing with SMSFs....
Superannuation
Superannuation fund returns were driven higher in March thanks to continued gains from the Australian share market, according to SuperRatings....
Editorial
What is the difference between a ‘rebate’ and a ‘commission’ and is a different standard being applied to the ‘risk sharing rebates’ paid to industry funds by insurers?...
Features
An increasing number of Australians are looking to pursue ethical investments outside of superannuation but, as Mike Taylor reports, there is a concern that some planners...
Features
John Berrill looks at the changes the ISWG have put forward to shake up the life insurance industry....
Superannuation
It will be the end of some retail funds if investment returns are the focus of the default super fund criteria, SuperRatings believes....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...