Powered by MOMENTUM MEDIA
moneymanagement logo
 

SUPERANNUATION

INDUSTRY NEWS

Superannuation is quite often overlooked in year-end tax planning in favour of more income tax related solutions. However, the reality is that superannuation, while compl...

INDUSTRY NEWS

The Investment and Financial Services Association (IFSA) has released its second Policy Options for Retirement Incomes and Long Term Savings report, which contains recomm...

INDUSTRY NEWS

The second Citibank Retirement Index report reveals that 19 per cent of Australia’s semi and fully retired population aged over 55 have failed to save for their retiremen...

INDUSTRY NEWS

The Federal Opposition is calling for tougher regulation and clearer disclosure of SMSFs following the release of ATO figures on asset values and fees charged in SMSF acc...

INDUSTRY NEWS

AXA has launched an alternative balanced fund for investors approaching retirement looking to draw down on their investments, which will be available to advisers through ...

INDUSTRY NEWS

AXA has revealed the features of its self-managed superannuation fund (SMSF) service as financial advisers begin to take over from accountants in setting up SMSFs....

INDUSTRY NEWS

In-house planners with the Commonwealth Bank will be expected to improve their SMSF skills, with Australia’s third largest dealer group signalling its intention to overha...

INDUSTRY NEWS

Financial advisers have embraced the growth in self-managed superannuation funds with recent research showing just under half of them, 46 per cent, see it as a significan...

INDUSTRY NEWS

The desire to spend now, repay later, has never been stronger in the Australian psyche. Credit card balances have never been higher and other forms of credit are at equal...

INDUSTRY NEWS

Fewer working Australians than last year believe their savings will be sufficient to fund their retirement, according to a new survey....

INDUSTRY NEWS

It was a good year for industry superannuation funds with strong inflows, which can be partly attributed to a controversial advertising campaign....

INDUSTRY NEWS

The new choice of superannuation fund regime has failed to accelerate the growth of self-managed superannuation funds....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 2 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

2 days ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 4 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 5 days ago