SUPER FUND

Life/Risk

CommInsure plans to make superannuation funded insurance more attainable and less financially painful for all Australians, with its latest offering. ...

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Superannuation

Kinetic Super has announced the launch of an intra-fund advice service where members can get limited financial advice on their account. ...

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Superannuation

Most employers are not up to speed on streamlined superannuation reporting, despite it being a little over a month away....

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Superannuation

The Institute of Public Accountants has joined the growing chorus of industry players arguing for the reintroduction of the LISC....

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Financial planning

Despite financial planning being the most valued service offered by a super fund, only a small percentage of members use it....

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Superannuation

Generation Y are disengaged with their super and planning advice and rely on employers and families for investment advice. ...

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Superannuation

Self-managed superannuation firm Exelsuper has cemented its move into the planning space with the acquisition of Oxford Financial Services. ...

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Superannuation

ATO Assistant Commissioner Megan Yong urges women to think about their super to help overcome the retirement savings shortfall many are currently experiencing....

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Financial planning

Industry fund members are less involved when it comes to planning for the future than members of other types of superannuation funds, latest report finds....

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Superannuation

UniSuper has combined with its new life insurer TAL to develop a new tool that allows members to make insurance cover changes in real time....

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Funds management

Funds under management and advice (FUM/A) held in retail and wholesale managed funds shot up by 16.4 per cent to $953 billion in the 12 months to September....

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Financial planning

Bravura Solutions has received a mandate from an existing state superannuation fund client for the use of Bravura's Babel software as part of a SuperStream solution. ...

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Financial planning

SMSF administration solution provider BGL has released the closed beta version of its Simple Fund 360 products to clients with a view to making it fully available later t...

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Financial planning

A financial planning executive said professional, holistic advice services should not be thrown into the same bucket as low-level intra-fund advice when talking about the...

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Superannuation

The Australian Taxation Office has sought to make SMSF trustees aware of changes to reporting arrangements which came into effect from 1 July, this year....

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MARKET INSIGHTS

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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...

1 week 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...

1 week 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 1 day 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 2 weeks ago