SUPERANNUATION FUND
Funds management
The Australian Prudential Regulation Authority (APRA) has moved to clarify its attitude towards hedge fund investing after comments it made back in March alarmed investor...
Financial planning
With only five growth-oriented investment managers ending the financial year in positive territory the median likewise focused superannuation fund has returned -2 per cen...
Financial planning
Financial markets provided investors with some respite in March with the median fund manager in the InTech growth survey returning 1.64 per cent over the month....
Financial planning
The Australian Prudential Regulation Authority (APRA) has disqualified another former Commercial Nominees of Australia Ltd (CNAL) director from acting as a responsible of...
Financial planning
Binding death nominations virtually eliminate the need for trustees to make decisions in relation to death benefits, but they are not without their complications. Kathryn...
Superannuation
When the Federal Government announced that from July 1, 2001, superannuation assets were to be exempted from the social security income and assets tests from age 55 until...
Financial planning
Peter Hogan answers the questions that flummoxed advisers last year....
Financial planning
At the conclusion of last year Money Management ran a number of articles regarding the vexed issue of commission disclosure which were promptly met by a number of respons...
Financial planning
The Financial Planning Association (FPA) will continue to push for the introduction of choice of superannuation fund legislation after releasing a report showing that 71 ...
Funds management
The Australian Prudential Regulation Authority (APRA) has disqualified a former executive director of an insurance management group from acting as a trustee of any supera...
Financial planning
DAVE, 50, has been diagnosed with liver cancer and has been told he has only six months to live. He needs money for medical treatment and help around the house for his wi...
Financial planning
Most Australians are not ready for choice of superannuation fund despite the Government’s most recent attempt to put the policy firmly back on the agenda, a survey conduc...
Financial planning
Financial services firm Snowball has won a mandate to administer a $30 million superannuation fund of a fabric and textiles business of more than 700 employees....
Financial planning
Royal & Sun Alliance Financial Services (RSA) has rolled out a grief counselling service for its Term Life and Recovery Insurance policies. ...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...