SUPER

Financial planning

Possible insurance changes as a result of superannuation fund mergers should be a talking point for advisers to demonstrate their value when it comes to insurance advice....

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Superannuation

APRA chair, Wayne Byres, says the regulator is eyeing sub-standard superannuation products and practices through a combination of the performance tests, heatmaps and a “m...

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Superannuation

Addressing longevity risk in the Retirement Income Covenant is a tougher nut to crack for superannuation funds than the mandate for funds to mitigate investment and infla...

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Superannuation

Superannuation trustees have revised their policies after the Australian Securities and Investments Commission found a lack of oversight and control measures in relation ...

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Financial planning

Industry associations have welcomed the Federal Budget for providing stability by leaving superannuation unchanged but believe mums will be left behind....

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Superannuation

While many struggle with low superannuation balances, there is one self-managed super fund with more than $544 million in assets, according to Australian Taxation Office ...

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Superannuation

The Self-Managed Superannuation Fund Association deputy chief executive, Peter Burgess, has laid out exactly what changes advisers should be paying attention to in the SM...

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Superannuation

The Australian Institute of Superannuation Trustees (AIST) has urged the Federal Government to use International Women’s Day as an opportunity to extend superannuation to...

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Financial planning

Industry merger activity in the superannuation space has led to revenue for Link’s retirement and superannuation solutions business declining 2.3% while a new chief execu...

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Superannuation

While 89,000 members have exited an underperforming superannuation fund, more than a million members have opted to remain, according to figures from the Australian Pruden...

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Superannuation

Labor Senator Jess Walsh has pressed the Australian Taxation Office as to why it failed to commission a mass advertising campaign for superannuation stapling changes....

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Superannuation

The Australian Prudential Regulation Authority (APRA) is consulting with industry on plans to expand the breadth and granularity of the superannuation data it publishes....

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Superannuation

More self-managed super fund trustees are using the Australian Taxation Office’s new ‘six-member’ rule to meet residency requirements following disruptions to internation...

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Superannuation

Margaret Cole says the pressure on trustees from the 2021 Choice Heatmap will lead to the removal of weaker performing products and drive better returns and transparency ...

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Superannuation

The Government has released the consultation draft of the super co-contribution regulations....

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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 1 day 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 1 day 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 2 days 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 2 weeks 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