superannuation

Funds management

Investment bonds have not been front of mind for many advisers in the past 20 years but are slowly coming back into vogue. Jassmyn Goh finds out what has changed....

Financial planning

Policy needed to help women’s retirement income

Applying a gender lens on policy and tax reform will help combat the many women retiring in poverty, according to a panel....

Superannuation

Labor has super accounts in its sights: Govt whip

A Government whip is warning that Labor has Australian’s dormant superannuation accounts in their sights as a cash reserve, should it return to power....

Superannuation

ASIC changes so complex you need a whiteboard

Proposed ASIC class order changes to fees and costs disclosure are so opaque one industry group has called for whiteboards and an industry roundtable to dissect them....

Superannuation

Boost super earlier for lower incomes: ISA

Lower income earners should be given a $5,000 boost to their super to make the most of compound interest before retirement, according to ISA....

Policy & Regulation

ATO reaffirms personal services income strategy

The ATO has reaffirmed its ruling that the anti-avoidance rule for income tax did not apply to a personal services business paying a related employee super in excess of m...

Financial planning

Young people seeking money management advice

It is often assumed that young people are not actively looking to manage their finances, however, the FPA’s Financial Planning Week found the opposite....

Superannuation

ASFA challenges CEDA retirement report

Australia must avoid temptation to compromise on how to deal with an ageing population in order to fix housing affordability, ASFA believes....

Superannuation

New ISA adverts to push against bank default fund moves

ISA will continue to push back against banks moving into the default super fund space with an advertising campaign urging employers to not pick banks for default funds....

Superannuation

Trailing commissions still living within super

The Australian Prudential Regulation Authority’s new reporting standards for super funds confirm continuing bureaucratic life for planner trailing commissions....