RETAIL FUNDS

Superannuation

The rhetoric around the industry versus retail funds debate appears to have overshadowed years of cooperation between the two industry segments, according to a submission...

Funds management

Trustee Partners have approved the inclusion of the DomaCom Fund as an investment option for their retail superannuation fund....

SMSF

Federal Treasury officials says retail super funds cannot be singled out for criticism and have cited industry fund failings around sponsorships, marketing activities and...

Superannuation

Retail funds and self-managed superannuation funds have outstripped industry funds for member satisfaction mostly due to higher account balances, according to the latest ...

Superannuation

While it is known that industry funds dominate performance, it is less known that the gap between industry and retail funds is widening, according to Industry Super Aust...

Superannuation

Retail funds have beaten industry funds for numbers of females and independent directors they have on their boards....

Superannuation

Superannuation is expected to have an outflow of funds as a result of the Budget super changes with retail master funds and wrap platforms the major beneficiaries, accor...

People & Products

Netwealth has announced further expansion of its retail managed account offerings, adding Elston and Quilla to its managed accounts menu....

Features

An increasing number of Australians are looking to pursue ethical investments outside of superannuation but, as Mike Taylor reports, there is a concern that some planners...

Superannuation

It will be the end of some retail funds if investment returns are the focus of the default super fund criteria, SuperRatings believes....

Superannuation

Retail funds will increasingly focus on the younger cohort of members as their balances rise and the older cohort begin drawing down their wealth and head towards retirem...

People & Products

Alan Schoenheimer and Andrew Gale have been appointed as non-executive directors to the board overseeing NAB’s new super structure....

Superannuation

Switching a member from an industry super fund to a retail master trust does not necessarily make them worse off, according to the Australian Prudential Regulation Author...

Funds management

Index ETFs outperformed all managed funds, industry super funds and retail funds since 1992, according to financial writer, Gary Stone. ...

Superannuation

Investment philosophy, and fund structure and governance have let down retail super funds, ISA believes....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

4 weeks 1 day ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks ago