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Industry Super Australia wants the banks to be subject to rules which impose a duty to ensure customers are left better off when moving super funds....

Policy & Regulation • 10 August 2016

In the second part of this series we learn how Polaris Capital Management, LLC uncover investment opportunities that traditional investment firms may overlook....

Knowledge Centre • 10 August 2016

The AFA board has rejected a call from within the LICG for an EGM to pass a special resolution imposing limits to the AFA board’s discretionary powers....

Financial planning • 10 August 2016

The superannuation caps proposed in the 2016 Federal Budget emphasise the need for financial planners to review options available to both partners rather than just the in...

Tools & guides • 10 August 2016

NAB Asset Servicing today announced the appointments of Ken Shaw to the position of general manager, sales and relationships....

Financial planning • 11 August 2016

SuperConcepts has appointed Graeme Colley to a new SMSF executive role to help provide its customers with education knowledge and insights of the sector....

Superannuation • 11 August 2016

Education provider, Kaplan Professional, has announced the launch of the Kaplan-UNSW Global Diagnostic for financial advisers....

Financial planning • 11 August 2016

Exchange-traded product portfolio turnover was an important issue for investors to consider, according to Morningstar....

Funds management • 11 August 2016

The ATO has warned large companies and multinationals against contrived arrangements to avoid or minimise their tax, following an investigation. ...

Policy & Regulation • 11 August 2016

A code of practice was required to monitor the practices of insurers who have engaged in excessive surveillance of frontline police officers to verify the validity of the...

Superannuation • 11 August 2016

The authority of the Association of Financial Advisers board will be tested by continuing pressure for constitutional change around decision-making on the Life Insurance ...

Life/Risk • 11 August 2016

The decision to permanently ban adviser, Shiv Sahay, has been upheld by the AAT as his conduct involved deliberate and repeated action to provide false information....

Financial planning • 11 August 2016

The AFA has launched a bootcamp for advisers, which was a practical demonstration of the adaptive change message shared by CEO, Brad Fox, at a recent roadshow....

Financial planning • 12 August 2016

The Wingate Global Equity Fund — Wholesale Units has been added to the Macquarie Wrap platform, to provide investors with exposure to the growth of global markets....

Funds management • 12 August 2016

Universities-based industry fund, UniSuper, has been named Super Review/Heron Partnership Super Fund of the Year....

Superannuation • 12 August 2016

The Government needs to consult as widely as possible on the practical consequences involved in super reforms, as it faced an uphil battle through a fragmented Senate mak...

Superannuation • 12 August 2016

Magellan Financial Group posted strong numbers in its global equities and listed infrastructure strategies it managed for retail investors, up from $9.8 billion to $12 bi...

Funds management • 12 August 2016

Couples would bear the brunt of changes to the Age Pension assets test taking effect next year, with a significant drop in the proportion of couples who would have a comf...

Superannuation • 12 August 2016

It’s time to harness the power of busy. It’s a fact of life that we’re all busy, but why does ‘busy’ matter to financial planners? The answer could change the way you run...

Knowledge Centre • 12 August 2016

The overall number of SMSF trustees with unmet advice needs reached the highest level observed, according to Vanguard and Investment Trends....

Superannuation • 12 August 2016
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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 4 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. ...

4 days 5 hours ago

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

2 weeks 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. ...

3 weeks ago
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