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Financial planning

15 Feb

SuperMate launches new SMSF feature

SMSF administration company superMate has launched an additional feature to its cloud-based software platform — an automated depreciation schedule feature....

Superannuation

14 Feb

SMSFs driving interest in UMAs

UMA provider OneVue has picked up nine new boutique advisory groups since September last year....

Superannuation

14 Feb

Inadequate SMSF asset allocation raises concerns

More than half of SMSF trustees fail to change to a more defensive asset allocation as they move into retirement. ...

Superannuation

14 Feb

SMSF sector's rapid entries and exits

SMSFs may be the fastest-growing segment of the superannuation industry but there are also high exit levels, according to data provided to the SPAA national conference in...

Superannuation

14 Feb

Coalition furthers its commitments on super

Coalition meets with senior industry figures and extends its commitments on super policy. ...

Life/Risk

14 Feb

Risk insurance and the real value of financial advice

In the ongoing debate about risk insurance fees versus commission, it’s time to think about the financial adviser's value proposition, writes Col Fullagar. ...

Financial planning

14 Feb

FSC abandons churning policy

The Financial Services Council (FSC) will not go ahead with its application to the Australian Competition and Consumer Commission to have its insurance churning policy ap...

Financial planning

14 Feb

Evidence presentation method crucial to AAT's findings

How investors present evidence to the Administrative Appeals Tribunal (AAT) and how they explain them is critical to how the AAT looks at a case, according to SMH Lawyers...