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Superannuation
Super funds see robo-advice as a service they will provide free to members as a channel to comprehensive offerings that will attract a charge....
Financial planning
There will be over 200 planners and over $21 billion in retirement income when First State Super acquires StatePlus....
Superannuation
Super funds need to address the flaws in their insurance policies, Blueleaf Consulting believes....
Features
Your typical margin lending client may not be who you expect him/her to be, especially when the pursuit of tax breaks is left out of the equation, according to a Money Ma...
Superannuation
Centuria Life suggests investment bonds could complement super contributions, the second to do so in a week, after the Budget cut back super tax breaks for the wealthy....
Tools & guides
Michael McLean looks at key year-end strategies clients can apply to manage tax effectively and boost savings in light of the 2016 Federal Budget....
Superannuation
New analysis from Roy Morgan Research suggests the Government’s changes to superannuation may have succeeded in alienating a significant cohort of its own supporters....
Superannuation
The $1.6 million lifetime cap could cause not-for-profit super funds to offer non-super products, Tria believe....
Superannuation
A major industry super fund believes there is not much difference between the super policies of the Government and the Labor Opposition....
Financial planning
Financial planners have registered in droves to the FPA roadshows amid changes to professional education standards, superannuation, and retirement planning....
Editorial
The Federal Government has lost sight of the long-run Budget benefit of encouraging retirement incomes self-sufficiency by lowering the concessional super contribution ca...
Superannuation
National Australia Bank has launched a product which it claims will eliminate some of the pain points likely to be experienced by SMSF trustees as they seek to comply wit...
People & Products
Long-serving HOSTPLUS chief executive, David Elia, departs Fund Executives Association Ltd board, to be replaced by HOSTPLUS executive, Paul Watson....
Tools & guides
Holding personal insurance through super may be worth considering for the right client, and advisers need to be aware of not only the benefits but also the tax consequenc...
Superannuation
Policy changes in this year’s Budget have been designed to inject fairness and equality into retirement incomes systems, says the Actuaries Institute....
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...