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FUNDS MANAGEMENT
Superannuation
Comparing industry funds performance against that of retail funds is probably invalid and not reflective of meeting members’ final objectives, according to APRA....
Policy & Regulation
Government warned of unintended negative consequences of removing dividend imputation regime....
Superannuation
ASIC has completed surveillance of intra-fund advice delivered by superannuation funds including whether they’ve extended it to transition to retirement strategies....
Superannuation
While some industry super funds have been highly critical of planner remuneration based on asset-based fees, new analysis suggests declining membership and rising costs m...
Superannuation
The retirement incomes market is set to reach $1.08 trillion by the end of 2024, according to a report by financial services research firm DEXX&R. ...
Policy & Regulation
The Federal Treasurer, Joe Hockey, has dismissed the ALP’s high super account balance tax policy as a ‘tax grab’ but has not ruled out traversing the same issue in the Ta...
Superannuation
EQT and Divesa confirm media reports of non-binding proposal but say no conclusions should be reached....
Despite claims to the contrary, the latest super data suggests industry funds have not significantly out-performed retail funds since before the GFC....
Financial planning
Investors are refocusing their attention on growth opportunities over income, according to a report, that also finds that managed funds are making a comeback....
Funds management
Australia’s Big Four banks may be popular with shareholders, but they are struggling to convert them into clients, research reveals....
Funds management
Third-party funds management administrator, MainstreamBPO has moved to list on the ASX....
Superannuation
A new survey has revealed solid support for making access to superannuation lump sums limited and conditional....
People & Products
Nikko AM partners with Eurasia group on emerging markets approach....
People & Products
Argo Investments declares intention to launch infrasructure-focused LIC....
People & Products
Lonsec gives Principal Global Investors Investors Global Opportunities Equity Fund a “recommended” rating....
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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...