BT
Superannuation
Clients are likely to miss out if the Treasury Laws Amendment (More Flexible Super) Bill is delayed further as they may be too old to use bring-forward contributions befo...
Financial planning
With the end of the financial year coming up, financial advisers need to have indexation, the downsizer contribution, bring-forward contributions, Pension Loans Scheme el...
Financial planning
Principal Real Estate Investors will be the underlying active manager for BT Investment Solutions Global Property separately managed account, as part of the CoreSeries po...
Superannuation
Consultants are handling an almost unprecedented number of corporate superannuation fund reviews, with the likelihood that industry superannuation funds will emerge as wi...
Financial planning
The Australian Securities and Investments Commission has confirmed it is closely monitoring the delivery of financial advice by superannuation funds against the terms of ...
Tools & guides
This year’s Federal Budget brought in numerous changes to superannuation including making contributions and managing retirement income streams, writes Tim Howard and Neil...
Financial planning
Westpac has confirmed that Panorama is amongst the assets under consideration for sale, but it continues to perform for the big banking group....
Funds management
Westpac’s first-half results announcement has confirmed the brands still under consideration for sale as part of the big banking group’s Portfolio Simplification strategy...
Financial planning
As COVID-19 social security measures have ended, the most asked about topics from financial advisers during the first quarter of the year were on longer-term retirement p...
Financial planning
While the Financial Advisers Standards and Ethics Authority will cease to exist from 1 January, 2022, its code of ethics will still be up for review as the guide is yet t...
Funds management
There has been a “significant escalation” in the use of illiquid assets, according to BT, despite liquidity being “more important than ever” since the market dislocations...
Features
The financial consequences of COVID-19 combined with legislative changes mean this will be an unusual tax year for many, Oksana Patron writes....
Financial planning
Advisers have said they would be unlikely to impose blanket bans on complex products but that making large allocations could affect their professional indemnity insurance...
Expert Analysis
As the medium between the client and the adviser, writes Kathy Vincent, it is imperative for platforms to respond to technological changes and adapt to their needs....
Superannuation
BT Funds Management has revealed to a Parliamentary Committee what it is extracting in administration and investment management fees from BT Super accounts....
Never miss the latest news and developments in wealth management industry
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...