SUPER FUNDS

Superannuation

Assistant treasurer Stuart Robert has announced a plan to ensure that death benefits that include insurance proceeds are not subject to tax when rolled over to a new supe...

Superannuation

Major planning software provider, IRESS has launched an automated personal advice solution for superannuation funds....

Policy & Regulation

The Australian Securities and Investments Commission has issued a warning as credit representatives appear to be lagging on their obligations to join the Australian Finan...

Financial planning

The Australian Securities and Investments Commission has cancelled the AFS licence of Austplan, effective from 25 November....

SMSF

The Federal Opposition’s move to remove franking credits may drive up SMSF membership, according to SMSF Alliance principal, David Busoli. ...

Superannuation

Despite returning 2.1 per cent for the September quarter, the first half of October has seen a change of fortunes for super funds....

Superannuation

Australian super funds are benefiting from big gains in the US and European markets already being reflected in members’ accounts to get the new financial year off to a pr...

Superannuation

Sunsuper has taken out the top prize at Super Review’s Super Fund of the Year 2018, having scored the highest overall average score for all products assessed by the Heron...

People & Products

SuperEd will roll out a retiree service for super funds and secure a direct-to-consumer offer after finalising its merger with consumer advice platform Retirement Essenti...

Superannuation

The Australian Prudential Regulation Authority has warned superannuation funds to stop claiming non-cash investments such as mortgage-backed securities are equivalent to ...

Superannuation

The superannuation industry could be enticed to substantially increase its holdings in local agriculture which could then improve Australia’s global competitiveness, Indu...

Superannuation

New data has pointed to fewer Australian superannuation fund members selecting a typical balanced fund option, giving rise to the likelihood of more disparate outcomes du...

Financial planning

A new survey has revealed significant support among superannuation fund executives and trustees for the in-sourcing of financial planning....

Policy & Regulation

ASIC has confirmed around 20 per cent of superannuation fund receive ‘rebates’ from insurers with a similar number accepting corporate hospitality....

Financial planning

The real objectives of the Government’s Banking and Financial Services Royal Commission have been revealed in its draft terms of reference...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 4 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

4 days 4 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks ago
Powered by MOMENTUM MEDIA
moneymanagement logo