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Financial planning

19 Feb

ASIC selective on whistleblower activity

ASIC will only take action on whistleblower tip-offs if it will result in a greater impact in the market. ...

Financial planning

19 Feb

ASIC accepts EU from former financial services director

The Australian Securities and Investments Commission (ASIC) has accepted an enforceable undertaking (EU) from former director of AIE Fiduciary Services (AIE) Manish Babul...

Superannuation

18 Feb

Ignore promises of legislative change, says ISA

Industry Super Australia wants the Fair Work Commission to ignore the Abbott Government’s likely changes to the default funds under modern awards regime....

Funds management

18 Feb

Challenger surfs annuities wave

Resurgence in lifetime annuities demand drives strong half for Challenger. ...

Superannuation

18 Feb

ISA makes another plea on MySuper

ISA urges the Government not to scrap the MySuper “quality filter” and accuses retail funds of blatantly pushing their agenda. ...

Superannuation

18 Feb

Retired SMSF trustees doing well but lack advice

Only half of SMSF trustees in pension mode have a financial plan and less than 40 per cent have a draw-down strategy for retirement. ...

Superannuation

18 Feb

Longevity risk will prove costly: Actuaries Institute

The Federal Government has been urged to lift the pension age and incentivise income stream superannuation options to lessen the economic burden left by the baby boomer g...

Financial planning

18 Feb

What makes a limited AFSL so appealing to accountants?

Touted as the next frontier for accountants, Limited Australian Financial Service Licences (AFSLs) are starting to gain traction with planners too. But what makes them so...