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The changing face of superannuation has opened new markets for planners to service. While small scale super has been an easy target, Chris Kelaher examines how planners c...
While master trusts are a big part of the local scene they have yet to make a real impact in the UK market. JASON SPITS looks at why the market is set to change in the ne...
Lump sum or pension reasonable benefit limit? Scarcity or abundance? What do you recommend to your clients in relation to superannuation? Grant Abbott puts it to the test...
For most Australian workers, superannuation represents one of their two largest assets. With fund balances continuing to grow and the superannuation guarantee rate increa...
Share indexing has received considerable marketing push as a complement for managed strategies. <B>Martin Gold</B> consider the purposes of indices and prudent investing...
In light of changing legislation and new policies from regulators, the industry is re-evolving in the areas of master trust and wrap accounts. Richard Shermon explains ho...
There are now more than 120 different master trusts on offer in Australia. Some think this number will grow, others say it will shrink to less than 10.<B> Simon Segal</B>...
A planner’s life as they say, shouldn’t be all work and no play. Sometime the play becomes more work than the work. Nick Bruining reports. ...
In the US, financial planners are no strangers to corporate pension funds and many have shaped their entire businesses around the lucrative US 401k pension plan market. D...
Why would a dealer group set up their own master trust when there are plenty available out of the box? <B>Kate Kachor</B> looks at three different answers to this questio...
No. At this stage I’m not comfortable with the non-accessibility to funds. I understand there is going to be something listed on the stock exchange that will allow tradin...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...