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Financial planning
Downsizer contributions, the superannuation guarantee and the COVID-related measures on minimum pension drawdowns are among the top enquiries by advisers this end of fina...
Tools & guides
There are specific requirements that only apply to trustees of self-managed superannuation funds, writes Tim Howard, including the allocation in their investment strategy...
Financial planning
Targeting new demographics and trends as well as centralising technology solutions is on the cards for platforms over the next few years, according to some of the largest...
Financial planning
Platforms are seeing strong growth of products themed around ESG with assets in those funds outpacing those in non-ESG options, Money Management data has found....
Financial planning
Funds under administration in managed accounts have grown by 57% in the March quarter at BT to $10.9 billion, driven by an increased number of advisers using BT Panoroma ...
Policy & Regulation
Westpac-subsidiary BT Funds Management has been fined $20 million for incorrectly charging commission payments to certain superannuation fund members....
Financial planning
In response to an uptick in adviser questions about the Federal Budget, BT’s technical team have provided explanations for five of their most common queries....
Financial planning
Advisers should not rest on their laurels on the lack of changes in this year’s Budget as more could be announced between now and the May election....
People & Products
BT has appointed Kathryn Cosentino from Insignia Financial as its head of product management for its platform business, effective from 4 May....
Tools & guides
Superannuation can be used each year to utilise tax and retirement savings, writes Tim Howard, so how can couples put theirs to best use to see the joint benefits?...
Superannuation
BT has cleared up recent changes to the work test, confirming that it will no longer be required for non-concessional, bring forward non-concessional and small business c...
Financial planning
BT has seen strong growth in its managed account solutions, particularly in the sustainability space, as it sets the goal to be the leader in the platform market....
Financial planning
Financial advisers and product providers alike have been inwardly too focused on their own internal business models and less focused on clients but there is an opportunit...
Superannuation
More self-managed super fund trustees are using the Australian Taxation Office’s new ‘six-member’ rule to meet residency requirements following disruptions to internation...
Financial planning
Having been granted a nine-month extension, completing their educational requirements is the top focus for advisers going into 2022....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...