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RETIREMENT INCOME COVENANT
Financial planning
The Financial Planning Association has recommended the Retirement Income Covenant include a clear obligation for trustees to adhere to personal and general financial advi...
Policy & Regulation
The draft legislation will codify the obligation for superannuation trustees to have a retirement income strategy which outlines how they plan to assist their members....
Financial planning
Treasury's Retirement Income Covenant allows trustees to address member acquisition and retention challenges, following the introduction of ‘stapling’ as part of the Your...
Superannuation
The paper has outlined what should be included in a retirement income strategy plan developed by trustees to assist members in achieving retirement income needs....
Superannuation
Smaller superannuation funds should be considering mergers or heading for the exit, according to a new report which suggests Australia’s optimal number of funds is 15, do...
Superannuation
The Government has deferred the introduction of a Retirement Income Covenant raising concerns that it is building towards far-reaching changes to the superannuation via i...
Superannuation
Superannuation fund segregation of members’ assets into separate accumulation and pension pools is a critical decision for trustees and needs to come down to much more th...
Superannuation
The role and accountability of superannuation fund trustees must be reinforced, according to the Institute of Public Accountants....
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...