RETAIL FUNDS

SMSF

Large Australian Securities Exchange listed companies should structure their capital raising offers to maximise access for all investors to a proportionate offer and set ...

image
Superannuation

The Australian Prudential Regulation Authority has revealed that it has almost seven times more former retail superannuation fund staffers than those who have worked in i...

image
Superannuation

Membership fees are the lifeblood of industry superannuation funds and new analysis has revealed they appear to have taken a mighty hit from the Government’s hardship ear...

image
Funds management

The firm is reviewing staffing levels, senior management salaries, and directors’ fees as a result of the COVID-19 pandemic....

image
Policy & Regulation

The Australian Securities and Investments Commission was only conducting five investigations relating to industry funds compared to 16 relating to retail funds. ...

image
Financial planning

The quality of advice provided by retail funds and industry funds have been found to be similar, according to the Australian Securities and Investments Commission....

image
Financial planning

The Australian Securities and Investments Commission has acknowledged the likelihood of an advice gap, particularly for lower income earners, but is looking to superannua...

image
Superannuation

New industry funds research points to a continuing glaring gap between the fees charged by bank-owned retail superannuation funds and those charged by industry funds....

image
Superannuation

Industry Super Australia has told the Productivity Commission that some retail funds and self-managed superannuation fund promoters have pursued ‘confusion marketing stra...

image
Superannuation

As the banks face issues with customer satisfaction so too have their associated super funds, with industry funds having increased their customer satisfaction ratings ove...

image
Superannuation

The Federal Government has accommodated the wishes of industry funds by extending the so-called “superannuation outcomes test” to choice products, most of which reside wi...

image
Superannuation

The chief executive of the Association of Superannuation Funds of Australia, Dr Martin Fahey has argued that there are good reasons for ‘for profit’ superannuation funds ...

image
Superannuation

Industry funds have used a Productivity Commission report on investment returns to call for regulatory action against underperforming retail superannuation funds....

image
Superannuation

New research has revealed declining satisfaction with retail funds among high account balance holders while industry funds gain the benefits....

image
Financial planning

The payment of grandfathered commissions to financial planners is still very much in the gunsights of the Royal Commission into Misconduct in the Banking, Superannuation ...

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

6 days 21 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

6 days 21 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago