SUPERANNUATION FUND
Tools & guides
How is the ‘bring forward rule’ triggered, and what happens when the $450,000 cap is only partially used at or around the time a client turns 65? Colonial First State's t...
Superannuation
Financial planners as well as super funds targeting clients have to develop a new holistic model of advice to attract the younger generation of superannuation asset holde...
Superannuation
David Court delves into the reasons why SMSFs are financial products, and the licensing implications that flow from having that status. A later article will examine the d...
Financial planning
A study commissioned by the Australian Institute of Superannuation Trustees has emphasised the damaging effect that taking a career break has on women's superannuation ba...
Financial planning
TAL has upgraded its online financial adviser portal, the TAL Adviser Centre, with improvements to adviser online tools and functionality as well as product and underwrit...
Financial planning
APRA has confirmed it is paying legal firms in the order of $3.5 million in contractual arrangements around superannuation fund investigations....
Financial planning
Short-term reporting and the supposed effect of past performance on the future benefits of a superannuation fund encourage unnecessary knee-jerk reactions from members, a...
Superannuation
David Court brings us up to date with the excess contributions tax and outlines some of the potential problems related to the Government's recent changes to the ECT....
Financial planning
APRA has confirmed it is paying legal firms in the order of $3.5 million in contractual arrangements around superannuation fund investigations....
Financial planning
Short-term reporting and the supposed effect of past performance on the future benefits of a superannuation fund encourage unnecessary knee-jerk reactions from members, a...
Editorial
The Government may be talking the talk with respect to simplifying superannuation, but according to Liz Westover its actions on excess concessional contributions suggest ...
Financial planning
OnePath Life has replaced AIA Australia as the group insurer for LGsuper, effective 1 July this year....
Financial planning
OnePath Life has replaced AIA Australia as the group insurer for LGsuper, effective 1 July this year....
Financial planning
An ASIC decision denying relief to a superannuation fund appears to have drawn a line under financial advice utilising web-based arrangements....
Financial planning
An ASIC decision denying relief to a superannuation fund appears to have drawn a line under financial advice utilising web-based arrangements....
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MARKET INSIGHTS
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...